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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 		$117M Sell
1,328,900
-856,700
-39% -$77.5M 5.53% 3
2026
Q1 		$203M Sell
2,185,600
-10,500
-0.5% -$933K 7.82% 2
2025
Q4 		$176M Buy
2,196,100
+211,000
+11% +$17.5M 7.8% 1
2025
Q3 		$150M Sell
1,985,100
-199,800
-9% -$14.6M 6.63% 1
2025
Q2 		$152M Buy
2,184,900
+291,600
+15% +$20.3M 4.43% 2
2025
Q1 		$134M Buy
1,893,300
+913,300
+93% +$64.5M 3.57% 2
2024
Q4 		$70.3M Buy
+980,000
New +$76.1M 2.52% 9

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 737 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.
  • 737 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.