Q
NEE icon

QVR’s NextEra Energy NEE Stock Holding History

QVR’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 		– Sell
-3,200
Closed -$297K – 100
2026
Q1 		$297K Buy
+3,200
New +$284K 0.01% 113
2023
Q1 		– Sell
-5,900
Closed -$493K – 120
2022
Q4 		$493K Sell
5,900
-12,900
-69% -$1.04M 0.06% 46
2022
Q3 		$1.47M Sell
18,800
-43,000
-70% -$3.65M 0.12% 141
2022
Q2 		$4.79M Buy
61,800
+30,700
+99% +$2.34M 0.35% 32
2022
Q1 		$2.63M Buy
+31,100
New +$2.49M 0.1% 192
2021
Q4 		– Sell
-28,800
Closed -$2.26M – 218
2021
Q3 		$2.26M Buy
28,800
+17,800
+162% +$1.44M 0.15% 110
2021
Q2 		$806K Buy
11,000
+7,600
+224% +$570K 0.08% 130
2021
Q1 		$257K Buy
+3,400
New +$265K 0.02% 106

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

QVR's NEE Position: Q2 2026 in Review

QVR sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 5,168 shares — an estimated $480K sold.

QVR first reported a position in NEE in Q1 2021 and held it in 6 quarters. The position peaked at $741K in Q3 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • QVR reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • QVR sold 5,168 NextEra Energy shares in Q2 2026, an estimated $480K.
  • QVR first reported a position in NextEra Energy in Q1 2021 and held it in 6 quarters.
  • QVR's NextEra Energy position peaked at $741K in Q3 2021.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on QVR's 13F filing for Q2 2026.