PFS Partners’s NextEra Energy NEE Stock Holding History

PFS Partners’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	$34.3K	Buy	391 +3	+0.8%	+$271	0.01%	251
2026 Q1	$36.1K	Buy	388 +2	+0.5%	+$178	0.02%	216
2025 Q4	$31K	Buy	386 +2	+0.5%	+$166	0.01%	233
2025 Q3	$29K	Buy	384 +40	+12%	+$2.92K	0.01%	229
2025 Q2	$23.9K	Buy	344 +118	+52%	+$8.2K	0.01%	221
2025 Q1	$16K	Buy	226 +1	+0.4%	+$71	0.01%	246
2024 Q4	$16.1K	Buy	225 +2	+0.9%	+$155	0.01%	246
2024 Q3	$18.8K	Buy	223 +1	+0.5%	+$78	0.01%	228
2024 Q2	$15.7K	Buy	222 +2	+0.9%	+$142	0.01%	222
2024 Q1	$14.1K	Buy	220 +2	+0.9%	+$117	0.01%	237
2023 Q4	$13.3K	Buy	218 +2	+0.9%	+$114	0.01%	236
2023 Q3	$12.4K	Buy	216 +1	+0.5%	+$69	0.01%	223
2023 Q2	$16K	Buy	+215	New	+$16.3K	0.01%	208

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PFS Partners's NEE Position: Q2 2026 in Review

PFS Partners increased its NextEra Energy (NEE) stake by 0.77% in Q2 2026, buying an estimated $271 and bringing the position to 391 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #251.

PFS Partners first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.1K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PFS Partners held 391 shares of NextEra Energy worth $34.3K as of Q2 2026.
PFS Partners bought 3 NextEra Energy shares in Q2 2026, an estimated $271.
NextEra Energy made up 0.01% of PFS Partners's portfolio in Q2 2026, its #251 holding.
PFS Partners first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
PFS Partners's NextEra Energy position peaked at $36.1K in Q1 2026.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.