Partnership Wealth Management’s NextEra Energy NEE Stock Holding History

Partnership 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	$702K	Sell	8,000 -63	-0.8%	-$5.7K	0.47%	35
2026 Q1	$749K	Buy	8,063 +63	+0.8%	+$5.6K	0.57%	35
2025 Q4	$642K	Hold	8,000	–	–	0.46%	36
2025 Q3	$604K	Hold	8,000	–	–	0.47%	38
2025 Q2	$555K	Hold	8,000	–	–	0.45%	44
2025 Q1	$567K	Hold	8,000	–	–	0.48%	44
2024 Q4	$574K	Hold	8,000	–	–	0.48%	44
2024 Q3	$676K	Hold	8,000	–	–	0.48%	37
2024 Q2	$566K	Hold	8,000	–	–	0.42%	51
2024 Q1	$511K	Hold	8,000	–	–	0.36%	60
2023 Q4	$469K	Buy	+8,000	New	+$456K	0.35%	59

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Partnership Wealth Management's NEE Position: Q2 2026 in Review

Partnership Wealth Management reduced its NextEra Energy (NEE) stake by 0.78% in Q2 2026, selling an estimated $5.7K and leaving 8,000 shares worth $702K. The position accounts for 0.47% of the portfolio, ranked #35.

Partnership Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $749K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Partnership Wealth Management held 8,000 shares of NextEra Energy worth $702K as of Q2 2026.
Partnership Wealth Management sold 63 NextEra Energy shares in Q2 2026, an estimated $5.7K.
NextEra Energy made up 0.47% of Partnership Wealth Management's portfolio in Q2 2026, its #35 holding.
Partnership Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's NextEra Energy position peaked at $749K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.