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QTR Family Wealth’s NextEra Energy NEE Stock Holding History

QTR Family Wealth’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 		$351K Buy
4,005
+587
+17% +$53.1K 0.12% 187
2026
Q1 		$312K Sell
3,418
-7
-0.2% -$622 0.13% 187
2025
Q4 		$311K Buy
+3,425
New +$284K 0.14% 175

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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

QTR Family Wealth's NEE Position: Q2 2026 in Review

QTR Family Wealth increased its NextEra Energy (NEE) stake by 17% in Q2 2026, buying an estimated $53.1K and bringing the position to 4,005 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #187.

QTR Family Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • QTR Family Wealth held 4,005 shares of NextEra Energy worth $351K as of Q2 2026.
  • QTR Family Wealth bought 587 NextEra Energy shares in Q2 2026, an estimated $53.1K.
  • NextEra Energy made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #187 holding.
  • QTR Family Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.