QWM
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Quaker Wealth Management’s NextEra Energy NEE Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-386
Closed -$27.4K – 1406
2025
Q1 		$27.4K Buy
+386
New +$27.2K 0.01% 209

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

Quaker Wealth Management's NEE Position: Q2 2026 in Review

Quaker Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 404 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #195.

Quaker Wealth Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.5K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Quaker Wealth Management held 404 shares of NextEra Energy worth $35.5K as of Q2 2026.
  • Quaker Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Quaker Wealth Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's NextEra Energy position peaked at $37.5K in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.