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Paragon Private Wealth Management’s NextEra Energy NEE Stock Holding History

Paragon Private Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
11,640
-72
-0.6% -$6.51K 0.27% 101
2026
Q1 		$1.09M Sell
11,712
-235
-2% -$20.9K 0.34% 84
2025
Q4 		$959K Sell
11,947
-4,315
-27% -$357K 0.29% 95
2025
Q3 		$1.23M Sell
16,262
-4,907
-23% -$359K 0.4% 73
2025
Q2 		$1.47M Sell
21,169
-2,219
-9% -$154K 0.59% 46
2025
Q1 		$1.66M Sell
23,388
-2,514
-10% -$177K 0.77% 36
2024
Q4 		$1.86M Buy
25,902
+282
+1% +$21.9K 0.86% 35
2024
Q3 		$2.17M Buy
25,620
+5,802
+29% +$453K 1.07% 27
2024
Q2 		$1.4M Sell
19,818
-1,396
-7% -$99K 0.79% 36
2024
Q1 		$1.36M Buy
21,214
+194
+0.9% +$11.4K 0.81% 39
2023
Q4 		$1.28M Buy
21,020
+1,058
+5% +$60.3K 0.89% 39
2023
Q3 		$1.14M Buy
19,962
+1,621
+9% +$112K 0.94% 36
2023
Q2 		$1.36M Sell
18,341
-55
-0.3% -$4.16K 1.08% 29
2023
Q1 		$1.42M Buy
18,396
+1,781
+11% +$137K 1.2% 26
2022
Q4 		$1.39M Buy
16,615
+1,422
+9% +$115K 1.25% 23
2022
Q3 		$1.15M Buy
15,193
+2,237
+17% +$190K 1.12% 28
2022
Q2 		$1M Buy
12,956
+3
+0% +$228 1.07% 31
2022
Q1 		$1.04M Hold
12,953
– – 1.01% 31
2021
Q4 		$1.21M Buy
+12,953
New +$1.12M 1.07% 32

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Paragon Private Wealth Management's NEE Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its NextEra Energy (NEE) stake by 0.61% in Q2 2026, selling an estimated $6.51K and leaving 11,640 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #101.

Paragon Private Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q3 2024. 1,387 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Paragon Private Wealth Management held 11,640 shares of NextEra Energy worth $1.02M as of Q2 2026.
  • Paragon Private Wealth Management sold 72 NextEra Energy shares in Q2 2026, an estimated $6.51K.
  • NextEra Energy made up 0.27% of Paragon Private Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Paragon Private Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Paragon Private Wealth Management's NextEra Energy position peaked at $2.17M in Q3 2024.
  • 1,387 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.