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Pennsylvania Capital Management’s NextEra Energy NEE Stock Holding History

Pennsylvania Capital 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 		$1.15M Buy
13,131
+1
+0% +$90 0.29% 46
2026
Q1 		$1.22M Sell
13,130
-68
-0.5% -$6.04K 0.35% 42
2025
Q4 		$1.06M Buy
13,198
+559
+4% +$46.3K 0.29% 47
2025
Q3 		$954K Buy
12,639
+30
+0.2% +$2.19K 0.28% 50
2025
Q2 		$875K Buy
12,609
+94
+0.8% +$6.53K 0.28% 55
2025
Q1 		$887K Sell
12,515
-144
-1% -$10.2K 0.33% 42
2024
Q4 		$907K Buy
12,659
+1,371
+12% +$107K 0.31% 39
2024
Q3 		$954K Buy
11,288
+118
+1% +$9.21K 0.34% 36
2024
Q2 		$791K Sell
11,170
-190
-2% -$13.5K 0.3% 40
2024
Q1 		$726K Buy
11,360
+147
+1% +$8.61K 0.3% 47
2023
Q4 		$681K Sell
11,213
-668
-6% -$38.1K 0.27% 46
2023
Q3 		$681K Buy
11,881
+71
+0.6% +$4.92K 0.28% 45
2023
Q2 		$876K Buy
11,810
+2
+0% +$151 0.38% 38
2023
Q1 		$910K Sell
11,808
-13
-0.1% -$1K 0.44% 36
2022
Q4 		$1M Sell
11,821
-366
-3% -$29.6K 0.53% 35
2022
Q3 		$956K Hold
12,187
– – 0.53% 26
2022
Q2 		$944K Sell
12,187
-18
-0.1% -$1.37K 0.5% 30
2022
Q1 		$1.03M Hold
12,205
– – 0.44% 31
2021
Q4 		$1.14M Sell
12,205
-258
-2% -$22.3K 0.39% 35
2021
Q3 		$1.05M Sell
12,463
-57
-0.5% -$4.6K 0.47% 29
2021
Q2 		$939K Hold
12,520
– – 0.46% 29
2021
Q1 		$947K Hold
12,520
– – 0.56% 28
2020
Q4 		$1.02M Sell
12,520
-4
-0% -$299 0.67% 23
2020
Q3 		$901K Buy
+12,524
New +$865K 0.71% 23
2020
Q2 		– Sell
-12,568
Closed -$696K – 130
2020
Q1 		$696K Hold
12,568
– – 0.9% 20
2019
Q4 		$761K Buy
+12,568
New +$734K 0.72% 27

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

Pennsylvania Capital Management's NEE Position: Q2 2026 in Review

Pennsylvania Capital Management increased its NextEra Energy (NEE) stake by 0.01% in Q2 2026, buying an estimated $90 and bringing the position to 13,131 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #46.

Pennsylvania Capital Management first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.22M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Pennsylvania Capital Management held 13,131 shares of NextEra Energy worth $1.15M as of Q2 2026.
  • Pennsylvania Capital Management bought 1 NextEra Energy share in Q2 2026, an estimated $90.
  • NextEra Energy made up 0.29% of Pennsylvania Capital Management's portfolio in Q2 2026, its #46 holding.
  • Pennsylvania Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • Pennsylvania Capital Management's NextEra Energy position peaked at $1.22M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.