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Petros Family Wealth’s NextEra Energy NEE Stock Holding History

Petros Family 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 		$1.01M Buy
11,484
+736
+7% +$66.6K 0.62% 46
2026
Q1 		$998K Buy
10,748
+1,517
+16% +$135K 0.71% 40
2025
Q4 		$741K Buy
9,231
+453
+5% +$37.5K 0.49% 54
2025
Q3 		$663K Sell
8,778
-471
-5% -$34.4K 0.55% 49
2025
Q2 		$642K Buy
9,249
+2,426
+36% +$169K 0.59% 47
2025
Q1 		$484K Buy
6,823
+410
+6% +$28.9K 0.53% 56
2024
Q4 		$460K Buy
+6,413
New +$498K 0.5% 58

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Petros Family Wealth's NEE Position: Q2 2026 in Review

Petros Family Wealth increased its NextEra Energy (NEE) stake by 6.8% in Q2 2026, buying an estimated $66.6K and bringing the position to 11,484 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #46.

Petros Family Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Petros Family Wealth held 11,484 shares of NextEra Energy worth $1.01M as of Q2 2026.
  • Petros Family Wealth bought 736 NextEra Energy shares in Q2 2026, an estimated $66.6K.
  • NextEra Energy made up 0.62% of Petros Family Wealth's portfolio in Q2 2026, its #46 holding.
  • Petros Family Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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