Portman Square Capital’s NextEra Energy NEE Stock Holding History

Portman Square Capital’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	$28.3M	Sell	322,752 -62,645	-16%	-$5.67M	1.34%	22
2026 Q1	$35.8M	Sell	385,397 -5,397	-1%	-$480K	1.38%	21
2025 Q4	$31.4M	Buy	+390,794	New	+$32.4M	1.39%	22

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Portman Square Capital's NEE Position: Q2 2026 in Review

Portman Square Capital reduced its NextEra Energy (NEE) stake by 16% in Q2 2026, selling an estimated $5.67M and leaving 322,752 shares worth $28.3M. The position accounts for 1.34% of the portfolio, ranked #22.

Portman Square Capital first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.8M in Q1 2026. 1,096 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Portman Square Capital held 322,752 shares of NextEra Energy worth $28.3M as of Q2 2026.
Portman Square Capital sold 62,645 NextEra Energy shares in Q2 2026, an estimated $5.67M.
NextEra Energy made up 1.34% of Portman Square Capital's portfolio in Q2 2026, its #22 holding.
Portman Square Capital first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Portman Square Capital's NextEra Energy position peaked at $35.8M in Q1 2026.
1,096 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Portman Square Capital's 13F filing for Q2 2026, filed 15 Jul 2026.