Purkiss Capital Advisors’s NextEra Energy NEE Stock Holding History

Purkiss Capital Advisors’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	$1.71M	Buy	19,516 +2,087	+12%	+$189K	0.65%	40
2026 Q1	$1.62M	Buy	17,429 +1,390	+9%	+$124K	0.71%	37
2025 Q4	$1.29M	Sell	16,039 -1,438	-8%	-$119K	0.6%	38
2025 Q3	$1.32M	Buy	17,477 +1,783	+11%	+$130K	0.63%	36
2025 Q2	$1.09M	Buy	15,694 +8,870	+130%	+$616K	0.61%	35
2025 Q1	$484K	Buy	6,824 +1,541	+29%	+$109K	0.37%	50
2024 Q4	$379K	Buy	+5,283	New	+$410K	0.33%	55

Other funds holding NEE

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

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

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Purkiss Capital Advisors's NEE Position: Q2 2026 in Review

Purkiss Capital Advisors increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $189K and bringing the position to 19,516 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #40.

Purkiss Capital Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Purkiss Capital Advisors held 19,516 shares of NextEra Energy worth $1.71M as of Q2 2026.
Purkiss Capital Advisors bought 2,087 NextEra Energy shares in Q2 2026, an estimated $189K.
NextEra Energy made up 0.65% of Purkiss Capital Advisors's portfolio in Q2 2026, its #40 holding.
Purkiss Capital Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.