Pine Valley Investments’s NextEra Energy NEE Stock Holding History

Pine Valley 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	$5.03M	Sell	57,346 -660	-1%	-$59.7K	0.2%	113
2026 Q1	$5.39M	Sell	58,006 -652	-1%	-$58K	0.25%	103
2025 Q4	$4.71M	Sell	58,658 -1,032	-2%	-$85.5K	0.22%	109
2025 Q3	$4.51M	Buy	59,690 +819	+1%	+$59.8K	0.22%	106
2025 Q2	$4.09M	Sell	58,871 -691	-1%	-$48K	0.23%	113
2025 Q1	$4.22M	Sell	59,562 -189	-0.3%	-$13.3K	0.26%	106
2024 Q4	$4.28M	Buy	59,751 +1,168	+2%	+$90.7K	0.26%	100
2024 Q3	$4.95M	Sell	58,583 -1,287	-2%	-$100K	0.3%	77
2024 Q2	$4.24M	Sell	59,870 -6,451	-10%	-$458K	0.28%	86
2024 Q1	$4.24M	Buy	66,321 +3,541	+6%	+$207K	0.28%	78
2023 Q4	$3.81M	Sell	62,780 -10,842	-15%	-$618K	0.27%	77
2023 Q3	$4.22M	Buy	73,622 +29,156	+66%	+$2.02M	0.38%	62
2023 Q2	$3.3M	Buy	44,466 +18,656	+72%	+$1.41M	0.32%	72
2023 Q1	$1.82M	Buy	+25,810	New	+$1.98M	0.27%	86

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pine Valley Investments's NEE Position: Q2 2026 in Review

Pine Valley Investments reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $59.7K and leaving 57,346 shares worth $5.03M. The position accounts for 0.2% of the portfolio, ranked #113.

Pine Valley Investments first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.39M in Q1 2026. 1,732 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pine Valley Investments held 57,346 shares of NextEra Energy worth $5.03M as of Q2 2026.
Pine Valley Investments sold 660 NextEra Energy shares in Q2 2026, an estimated $59.7K.
NextEra Energy made up 0.2% of Pine Valley Investments's portfolio in Q2 2026, its #113 holding.
Pine Valley Investments first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's NextEra Energy position peaked at $5.39M in Q1 2026.
1,732 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.