Putney Financial Group’s NextEra Energy NEE Stock Holding History

Putney Financial Group’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	$459K	Sell	5,230 -50	-0.9%	-$4.52K	0.41%	40
2026 Q1	$490K	Sell	5,280 -230	-4%	-$20.4K	0.49%	39
2025 Q4	$442K	Sell	5,510 -192	-3%	-$15.9K	0.41%	39
2025 Q3	$430K	Buy	5,702 +330	+6%	+$24.1K	0.43%	39
2025 Q2	$373K	Sell	5,372 -532	-9%	-$37K	0.38%	42
2025 Q1	$419K	Sell	5,904 -120	-2%	-$8.47K	0.44%	37
2024 Q4	$432K	Buy	+6,024	New	+$468K	0.38%	38

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Putney Financial Group's NEE Position: Q2 2026 in Review

Putney Financial Group reduced its NextEra Energy (NEE) stake by 0.95% in Q2 2026, selling an estimated $4.52K and leaving 5,230 shares worth $459K. The position accounts for 0.41% of the portfolio, ranked #40.

Putney Financial Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $490K in Q1 2026. 897 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Putney Financial Group held 5,230 shares of NextEra Energy worth $459K as of Q2 2026.
Putney Financial Group sold 50 NextEra Energy shares in Q2 2026, an estimated $4.52K.
NextEra Energy made up 0.41% of Putney Financial Group's portfolio in Q2 2026, its #40 holding.
Putney Financial Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Putney Financial Group's NextEra Energy position peaked at $490K in Q1 2026.
897 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.