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Parcion Private Wealth’s NextEra Energy NEE Stock Holding History

Parcion Private Wealth’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 		$598K Buy
6,809
+137
+2% +$12.4K 0.03% 232
2026
Q1 		$620K Sell
6,672
-109
-2% -$9.69K 0.04% 202
2025
Q4 		$544K Buy
6,781
+661
+11% +$54.7K 0.03% 218
2025
Q3 		$462K Buy
6,120
+558
+10% +$40.8K 0.03% 205
2025
Q2 		$386K Buy
5,562
+112
+2% +$7.78K 0.03% 201
2025
Q1 		$386K Sell
5,450
-1,025
-16% -$72.3K 0.03% 190
2024
Q4 		$464K Hold
6,475
– – 0.04% 164
2024
Q3 		$547K Buy
6,475
+740
+13% +$57.7K 0.05% 149
2024
Q2 		$406K Buy
5,735
+659
+13% +$46.8K 0.04% 148
2024
Q1 		$324K Sell
5,076
-1,298
-20% -$76K 0.03% 162
2023
Q4 		$387K Sell
6,374
-34,556
-84% -$1.97M 0.04% 150
2023
Q3 		$2.34M Sell
40,930
-21,820
-35% -$1.51M 0.24% 69
2023
Q2 		$4.66M Buy
62,750
+3,364
+6% +$255K 0.47% 52
2023
Q1 		$4.58M Buy
59,386
+12,068
+26% +$928K 0.48% 49
2022
Q4 		$3.96M Buy
47,318
+11,322
+31% +$915K 0.43% 51
2022
Q3 		$2.82M Buy
35,996
+320
+0.9% +$27.1K 0.32% 70
2022
Q2 		$2.86M Sell
35,676
-2,893
-8% -$220K 0.28% 79
2022
Q1 		$3.29M Sell
38,569
-12,982
-25% -$1.04M 0.31% 74
2021
Q4 		$4.29M Buy
51,551
+612
+1% +$52.9K 0.39% 65
2021
Q3 		$4.16M Buy
50,939
+10
+0% +$806 0.37% 67
2021
Q2 		$3.73M Buy
50,929
+1,047
+2% +$78.6K 0.37% 72
2021
Q1 		$3.77M Sell
49,882
-2,192
-4% -$171K 0.43% 65
2020
Q4 		$4.02M Buy
52,074
+4,458
+9% +$333K 0.53% 52
2020
Q3 		$3.35M Buy
47,616
+21,156
+80% +$1.46M 0.51% 47
2020
Q2 		$1.63M Buy
26,460
+4,324
+20% +$259K 0.28% 65
2020
Q1 		$1.33M Sell
22,136
-4,696
-18% -$295K 0.37% 57
2019
Q4 		$1.62M Buy
+26,832
New +$1.57M 0.35% 60

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Parcion Private Wealth's NEE Position: Q2 2026 in Review

Parcion Private Wealth increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,809 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #232.

Parcion Private Wealth first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.66M in Q2 2023. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Parcion Private Wealth held 6,809 shares of NextEra Energy worth $598K as of Q2 2026.
  • Parcion Private Wealth bought 137 NextEra Energy shares in Q2 2026, an estimated $12.4K.
  • NextEra Energy made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #232 holding.
  • Parcion Private Wealth first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's NextEra Energy position peaked at $4.66M in Q2 2023.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.