Perpetual Ltd’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 | $876K | Buy |
9,976
+512
| +5% | +$46.3K | 0.01% | 247 |
|
|
2026
Q1 | $879K | Buy |
9,464
+2,609
| +38% | +$232K | 0.01% | 235 |
|
|
2025
Q4 | $550K | Hold |
6,855
| – | – | 0.01% | 295 |
|
|
2025
Q3 | $517K | Sell |
6,855
-4,049
| -37% | -$296K | 0.01% | 329 |
|
|
2025
Q2 | $757K | Hold |
10,904
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $773K | Hold |
10,904
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $782K | Hold |
10,904
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $922K | Hold |
10,904
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $772K | Hold |
10,904
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $696K | Hold |
10,904
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $662K | Sell |
10,904
-4,593
| -30% | -$262K | 0.01% | 320 |
|
|
2023
Q3 | $888K | Buy |
15,497
+3,305
| +27% | +$229K | 0.01% | 292 |
|
|
2023
Q2 | $905K | Sell |
12,192
-87
| -0.7% | -$6.59K | 0.01% | 326 |
|
|
2023
Q1 | $946K | Buy |
+12,279
| New | +$944K | 0.01% | 335 |
|
|
2020
Q3 | $6.61M | Buy |
95,252
+11,628
| +14% | +$803K | 0.48% | 84 |
|
|
2020
Q2 | $5.02M | Buy |
83,624
+18,564
| +29% | +$1.11M | 0.47% | 63 |
|
|
2020
Q1 | $3.91M | Buy |
65,060
+53,456
| +461% | +$3.36M | 0.55% | 72 |
|
|
2019
Q4 | $701K | Hold |
11,604
| – | – | 0.1% | 89 |
|
|
2019
Q3 | $676K | Hold |
11,604
| – | – | 0.1% | 87 |
|
|
2019
Q2 | $594K | Sell |
11,604
-3,200
| -22% | -$157K | 0.09% | 88 |
|
|
2019
Q1 | $715K | Hold |
14,804
| – | – | 0.1% | 83 |
|
|
2018
Q4 | $639K | Hold |
14,804
| – | – | 0.1% | 85 |
|
|
2018
Q3 | $620K | Hold |
14,804
| – | – | 0.08% | 93 |
|
|
2018
Q2 | $619K | Buy |
14,804
+2,800
| +23% | +$113K | 0.08% | 95 |
|
|
2018
Q1 | $490K | Hold |
12,004
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $470K | Sell |
12,004
-2,000
| -14% | -$77.2K | 0.06% | 113 |
|
|
2017
Q3 | $522K | Hold |
14,004
| – | – | 0.07% | 100 |
|
|
2017
Q2 | $491K | Hold |
14,004
| – | – | 0.04% | 201 |
|
|
2017
Q1 | $454K | Hold |
14,004
| – | – | 0.05% | 138 |
|
|
2016
Q4 | $418K | Buy |
14,004
+2,400
| +21% | +$71.7K | 0.06% | 88 |
|
|
2016
Q3 | $355K | Sell |
11,604
-13,740
| -54% | -$433K | 0.03% | 209 |
|
|
2016
Q2 | $826K | Buy |
25,344
+2,400
| +10% | +$72.1K | 0.08% | 140 |
|
|
2016
Q1 | $679K | Sell |
22,944
-1,200
| -5% | -$33.7K | 0.07% | 144 |
|
|
2015
Q4 | $627K | Buy |
24,144
+4,000
| +20% | +$101K | 0.07% | 138 |
|
|
2015
Q3 | $491K | Hold |
20,144
| – | – | 0.06% | 141 |
|
|
2015
Q2 | $494K | Buy |
20,144
+400
| +2% | +$10.2K | 0.06% | 149 |
|
|
2015
Q1 | $514K | Hold |
19,744
| – | – | 0.06% | 147 |
|
|
2014
Q4 | $525K | Buy |
19,744
+10,404
| +111% | +$263K | 0.06% | 172 |
|
|
2014
Q3 | $219K | Sell |
9,340
-8,804
| -49% | -$213K | 0.02% | 189 |
|
|
2014
Q2 | $465K | Buy |
18,144
+9,340
| +106% | +$227K | 0.04% | 175 |
|
|
2014
Q1 | $210K | Buy |
+8,804
| New | +$199K | 0.03% | 181 |
|
Other funds holding NEE
COPPSERS
DC
BTCPP
BCWM
Perpetual Ltd's NEE Position: Q2 2026 in Review
Perpetual Ltd increased its NextEra Energy (NEE) stake by 5.4% in Q2 2026, buying an estimated $46.3K and bringing the position to 9,976 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #247.
Perpetual Ltd first reported a position in NEE in Q1 2014 and has held it in 41 quarters since. The position peaked at $6.61M in Q3 2020. 1,266 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Perpetual Ltd held 9,976 shares of NextEra Energy worth $876K as of Q2 2026.
- Perpetual Ltd bought 512 NextEra Energy shares in Q2 2026, an estimated $46.3K.
- NextEra Energy made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #247 holding.
- Perpetual Ltd first reported a position in NextEra Energy in Q1 2014 and has held it in 41 quarters since.
- Perpetual Ltd's NextEra Energy position peaked at $6.61M in Q3 2020.
- 1,266 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.