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Richard C. Young & Co’s NextEra Energy NEE Stock Holding History

Richard C. Young & Co’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 		$9.65M Buy
109,981
+1,551
+1% +$140K 0.71% 47
2026
Q1 		$10.1M Buy
108,430
+1,353
+1% +$120K 0.83% 48
2025
Q4 		$8.6M Buy
107,077
+4,942
+5% +$409K 0.77% 49
2025
Q3 		$7.71M Buy
102,135
+4,219
+4% +$308K 0.72% 50
2025
Q2 		$6.8M Buy
97,916
+2,341
+2% +$163K 0.67% 54
2025
Q1 		$6.78M Buy
95,575
+955
+1% +$67.4K 0.73% 53
2024
Q4 		$6.78M Buy
94,620
+3,483
+4% +$271K 0.74% 53
2024
Q3 		$7.7M Buy
91,137
+74,375
+444% +$5.8M 0.84% 54
2024
Q2 		$1.19M Buy
+16,762
New +$1.19M 0.14% 64
2014
Q4 		– Sell
-15,812
Closed -$371K – 80
2014
Q3 		$371K Sell
15,812
-195,868
-93% -$4.73M 0.08% 65
2014
Q2 		$5.42M Sell
211,680
-175,048
-45% -$4.26M 1.1% 41
2014
Q1 		$9.24M Sell
386,728
-9,868
-2% -$224K 1.96% 15
2013
Q4 		$8.49M Buy
396,596
+728
+0.2% +$15.3K 1.84% 22
2013
Q3 		$7.93M Sell
395,868
-118,868
-23% -$2.45M 1.8% 23
2013
Q2 		$10.5M Buy
+514,736
New +$10.2M 2.61% 5

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Richard C. Young & Co's NEE Position: Q2 2026 in Review

Richard C. Young & Co increased its NextEra Energy (NEE) stake by 1.4% in Q2 2026, buying an estimated $140K and bringing the position to 109,981 shares worth $9.65M. The position accounts for 0.71% of the portfolio, ranked #47.

Richard C. Young & Co first reported a position in NEE in Q2 2013 and has held it in 15 quarters since. The position peaked at $10.5M in Q2 2013. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Richard C. Young & Co held 109,981 shares of NextEra Energy worth $9.65M as of Q2 2026.
  • Richard C. Young & Co bought 1,551 NextEra Energy shares in Q2 2026, an estimated $140K.
  • NextEra Energy made up 0.71% of Richard C. Young & Co's portfolio in Q2 2026, its #47 holding.
  • Richard C. Young & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 15 quarters since.
  • Richard C. Young & Co's NextEra Energy position peaked at $10.5M in Q2 2013.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.