Pine Haven Investment Counsel’s NextEra Energy NEE Stock Holding History

Pine Haven Investment Counsel’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	$653K	Buy	7,437 +275	+4%	+$24.9K	0.44%	60
2026 Q1	$665K	Buy	7,162 +149	+2%	+$13.2K	0.49%	57
2025 Q4	$563K	Buy	7,013 +550	+9%	+$45.6K	0.4%	63
2025 Q3	$488K	Buy	6,463 +113	+2%	+$8.26K	0.35%	70
2025 Q2	$441K	Buy	6,350 +140	+2%	+$9.72K	0.35%	65
2025 Q1	$440K	Buy	6,210 +245	+4%	+$17.3K	0.37%	63
2024 Q4	$428K	Buy	5,965 +430	+8%	+$33.4K	0.35%	66
2024 Q3	$468K	Hold	5,535	–	–	0.38%	65
2024 Q2	$392K	Hold	5,535	–	–	0.34%	74
2024 Q1	$354K	Hold	5,535	–	–	0.31%	74
2023 Q4	$336K	Buy	5,535 +500	+10%	+$28.5K	0.31%	77
2023 Q3	$288K	Sell	5,035 -160	-3%	-$11.1K	0.3%	80
2023 Q2	$385K	Buy	5,195 +40	+0.8%	+$3.03K	0.38%	67
2023 Q1	$397K	Buy	5,155 +100	+2%	+$7.69K	0.42%	63
2022 Q4	$423K	Buy	5,055 +150	+3%	+$12.1K	0.46%	58
2022 Q3	$385K	Buy	4,905 +20	+0.4%	+$1.7K	0.47%	59
2022 Q2	$378K	Buy	4,885 +175	+4%	+$13.3K	0.44%	62
2022 Q1	$399K	Buy	4,710 +300	+7%	+$24K	0.39%	71
2021 Q4	$412K	Buy	+4,410	New	+$381K	0.38%	70

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

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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Pine Haven Investment Counsel's NEE Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its NextEra Energy (NEE) stake by 3.8% in Q2 2026, buying an estimated $24.9K and bringing the position to 7,437 shares worth $653K. The position accounts for 0.44% of the portfolio, ranked #60.

Pine Haven Investment Counsel first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $665K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pine Haven Investment Counsel held 7,437 shares of NextEra Energy worth $653K as of Q2 2026.
Pine Haven Investment Counsel bought 275 NextEra Energy shares in Q2 2026, an estimated $24.9K.
NextEra Energy made up 0.44% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #60 holding.
Pine Haven Investment Counsel first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Pine Haven Investment Counsel's NextEra Energy position peaked at $665K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.