Private Client Services’s NextEra Energy NEE Stock Holding History

Private Client Services’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	$294K	Buy	3,345 +42	+1%	+$3.8K	0.08%	176
2026 Q1	$307K	Buy	+3,303	New	+$294K	0.09%	155
2025 Q1	–	Sell	-3,369	Closed	-$242K	–	202
2024 Q4	$242K	Buy	3,369 +161	+5%	+$12.5K	0.13%	152
2024 Q3	$271K	Buy	+3,208	New	+$250K	0.15%	129

Other funds holding NEE

COPPSERS

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Private Client Services's NEE Position: Q2 2026 in Review

Private Client Services increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $3.8K and bringing the position to 3,345 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #176.

Private Client Services first reported a position in NEE in Q3 2024 and has held it in 4 quarters since. The position peaked at $307K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Client Services held 3,345 shares of NextEra Energy worth $294K as of Q2 2026.
Private Client Services bought 42 NextEra Energy shares in Q2 2026, an estimated $3.8K.
NextEra Energy made up 0.08% of Private Client Services's portfolio in Q2 2026, its #176 holding.
Private Client Services first reported a position in NextEra Energy in Q3 2024 and has held it in 4 quarters since.
Private Client Services's NextEra Energy position peaked at $307K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.