Peninsula Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.78M | Buy |
65,860
+2,355
| +4% | +$213K | 2.77% | 15 |
|
|
2026
Q1 | $5.9M | Sell |
63,505
-610
| -1% | -$54.2K | 3.01% | 14 |
|
|
2025
Q4 | $5.15M | Sell |
64,115
-665
| -1% | -$55.1K | 2.64% | 17 |
|
|
2025
Q3 | $4.89M | Sell |
64,780
-350
| -0.5% | -$25.6K | 2.51% | 17 |
|
|
2025
Q2 | $4.52M | Buy |
65,130
+355
| +0.5% | +$24.7K | 2.39% | 17 |
|
|
2025
Q1 | $4.59M | Sell |
64,775
-790
| -1% | -$55.8K | 2.55% | 16 |
|
|
2024
Q4 | $4.7M | Sell |
65,565
-1,275
| -2% | -$99K | 2.5% | 16 |
|
|
2024
Q3 | $5.65M | Sell |
66,840
-275
| -0.4% | -$21.5K | 2.85% | 13 |
|
|
2024
Q2 | $4.75M | Buy |
67,115
+1,715
| +3% | +$122K | 2.61% | 16 |
|
|
2024
Q1 | $4.18M | Buy |
65,400
+16,445
| +34% | +$963K | 2.24% | 20 |
|
|
2023
Q4 | $2.97M | Buy |
48,955
+715
| +1% | +$40.7K | 1.73% | 26 |
|
|
2023
Q3 | $2.76M | Sell |
48,240
-205
| -0.4% | -$14.2K | 1.74% | 29 |
|
|
2023
Q2 | $3.59M | Sell |
48,445
-935
| -2% | -$70.8K | 2.12% | 20 |
|
|
2023
Q1 | $3.81M | Sell |
49,380
-1,645
| -3% | -$127K | 2.38% | 17 |
|
|
2022
Q4 | $4.26M | Sell |
51,025
-2,490
| -5% | -$201K | 2.62% | 15 |
|
|
2022
Q3 | $4.2M | Buy |
53,515
+105
| +0.2% | +$8.91K | 2.68% | 12 |
|
|
2022
Q2 | $4.14M | Sell |
53,410
-1,685
| -3% | -$128K | 2.52% | 17 |
|
|
2022
Q1 | $4.67M | Buy |
55,095
+230
| +0.4% | +$18.4K | 2.36% | 16 |
|
|
2021
Q4 | $5.12M | Sell |
54,865
-1,667
| -3% | -$144K | 2.43% | 15 |
|
|
2021
Q3 | $4.44M | Buy |
56,532
+2,832
| +5% | +$228K | 2.28% | 18 |
|
|
2021
Q2 | $3.94M | Sell |
53,700
-42
| -0.1% | -$3.15K | 2.06% | 19 |
|
|
2021
Q1 | $4.06M | Buy |
53,742
+1,507
| +3% | +$118K | 2.26% | 16 |
|
|
2020
Q4 | $4.03M | Sell |
52,235
-65
| -0.1% | -$4.86K | 2.46% | 16 |
|
|
2020
Q3 | $3.63M | Sell |
52,300
-680
| -1% | -$46.9K | 2.43% | 16 |
|
|
2020
Q2 | $3.18M | Sell |
52,980
-1,152
| -2% | -$69K | 2.27% | 18 |
|
|
2020
Q1 | $3.26M | Buy |
54,132
+1,832
| +4% | +$115K | 2.68% | 15 |
|
|
2019
Q4 | $3.17M | Buy |
52,300
+400
| +0.8% | +$23.4K | 2.1% | 21 |
|
|
2019
Q3 | $3.02M | Buy |
51,900
+600
| +1% | +$32.5K | 2.07% | 20 |
|
|
2019
Q2 | $2.63M | Buy |
51,300
+800
| +2% | +$39.4K | 1.86% | 23 |
|
|
2019
Q1 | $2.44M | Buy |
50,500
+820
| +2% | +$37.5K | 1.76% | 24 |
|
|
2018
Q4 | $2.16M | Buy |
+49,680
| New | +$2.17M | 1.79% | 23 |
|
Other funds holding NEE
Peninsula Asset Management's NEE Position: Q2 2026 in Review
Peninsula Asset Management increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $213K and bringing the position to 65,860 shares worth $5.78M. The position accounts for 2.77% of the portfolio, ranked #15.
Peninsula Asset Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.9M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Peninsula Asset Management held 65,860 shares of NextEra Energy worth $5.78M as of Q2 2026.
- Peninsula Asset Management bought 2,355 NextEra Energy shares in Q2 2026, an estimated $213K.
- NextEra Energy made up 2.77% of Peninsula Asset Management's portfolio in Q2 2026, its #15 holding.
- Peninsula Asset Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Peninsula Asset Management's NextEra Energy position peaked at $5.9M in Q1 2026.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Peninsula Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.