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PFG Investments’s NextEra Energy NEE Stock Holding History

PFG Investments’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 		$4.27M Sell
48,611
-87
-0.2% -$7.87K 0.17% 119
2026
Q1 		$4.52M Buy
48,698
+693
+1% +$61.6K 0.21% 87
2025
Q4 		$3.85M Sell
48,005
-441
-0.9% -$36.5K 0.18% 108
2025
Q3 		$3.66M Sell
48,446
-6,917
-12% -$505K 0.19% 101
2025
Q2 		$3.84M Buy
55,363
+100
+0.2% +$6.95K 0.23% 84
2025
Q1 		$3.92M Sell
55,263
-1,759
-3% -$124K 0.25% 78
2024
Q4 		$4.09M Sell
57,022
-1,924
-3% -$149K 0.25% 76
2024
Q3 		$4.98M Buy
58,946
+1,393
+2% +$109K 0.32% 59
2024
Q2 		$4.08M Buy
57,553
+4,711
+9% +$334K 0.29% 62
2024
Q1 		$3.38M Buy
52,842
+41,357
+360% +$2.42M 0.2% 100
2023
Q4 		$698K Sell
11,485
-1,076
-9% -$61.3K 0.13% 180
2023
Q3 		$720K Buy
12,561
+3,785
+43% +$262K 0.14% 166
2023
Q2 		$651K Buy
8,776
+1,121
+15% +$84.9K 0.12% 194
2023
Q1 		$590K Buy
+7,655
New +$589K 0.12% 193

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFG Investments's NEE Position: Q2 2026 in Review

PFG Investments reduced its NextEra Energy (NEE) stake by 0.18% in Q2 2026, selling an estimated $7.87K and leaving 48,611 shares worth $4.27M. The position accounts for 0.17% of the portfolio, ranked #119.

PFG Investments first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.98M in Q3 2024. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • PFG Investments held 48,611 shares of NextEra Energy worth $4.27M as of Q2 2026.
  • PFG Investments sold 87 NextEra Energy shares in Q2 2026, an estimated $7.87K.
  • NextEra Energy made up 0.17% of PFG Investments's portfolio in Q2 2026, its #119 holding.
  • PFG Investments first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's NextEra Energy position peaked at $4.98M in Q3 2024.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.