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Revisor Wealth Management’s NextEra Energy NEE Stock Holding History

Revisor 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
2026
Q2 		$432K Sell
4,923
-531
-10% -$48K 0.1% 213
2026
Q1 		$503K Buy
5,454
+559
+11% +$49.7K 0.14% 162
2025
Q4 		$413K Sell
4,895
-262
-5% -$21.7K 0.11% 188
2025
Q3 		$430K Sell
5,157
-1,490
-22% -$109K 0.15% 152
2025
Q2 		$496K Buy
6,647
+299
+5% +$20.8K 0.18% 137
2025
Q1 		$450K Buy
6,348
+3,481
+121% +$246K 0.2% 127
2024
Q4 		$205K Sell
2,867
-602
-17% -$46.8K 0.19% 119
2024
Q3 		$293K Sell
3,469
-388
-10% -$30.3K 0.18% 129
2024
Q2 		$273K Sell
3,857
-2,454
-39% -$174K 0.19% 128
2024
Q1 		$394K Buy
6,311
+2,369
+60% +$139K 0.18% 140
2023
Q4 		$239K Sell
3,942
-1,077
-21% -$61.4K 0.28% 108
2023
Q3 		$288K Buy
5,019
+1,681
+50% +$116K 0.24% 109
2023
Q2 		$248K Buy
3,338
+202
+6% +$15.3K 0.22% 137
2023
Q1 		$242K Buy
+3,136
New +$241K 0.22% 138

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

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

Revisor Wealth Management reduced its NextEra Energy (NEE) stake by 9.7% in Q2 2026, selling an estimated $48K and leaving 4,923 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #213.

Revisor Wealth Management first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $503K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Revisor Wealth Management held 4,923 shares of NextEra Energy worth $432K as of Q2 2026.
  • Revisor Wealth Management sold 531 NextEra Energy shares in Q2 2026, an estimated $48K.
  • NextEra Energy made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Revisor Wealth Management first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's NextEra Energy position peaked at $503K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.