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Riverbend Wealth Management’s NextEra Energy NEE Stock Holding History

Riverbend 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 		$274K Buy
3,124
+308
+11% +$27.9K 0.14% 156
2026
Q1 		$262K Buy
2,816
+135
+5% +$12K 0.15% 138
2025
Q4 		$215K Buy
+2,681
New +$222K 0.13% 143
2025
Q2 		– Sell
-7,668
Closed -$544K – 140
2025
Q1 		$544K Buy
7,668
+572
+8% +$40.4K 0.49% 63
2024
Q4 		$511K Buy
+7,096
New +$551K 0.45% 59

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

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

Riverbend Wealth Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,124 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #156.

Riverbend Wealth Management first reported a position in NEE in Q4 2024 and has held it in 5 quarters since. The position peaked at $544K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Riverbend Wealth Management held 3,124 shares of NextEra Energy worth $274K as of Q2 2026.
  • Riverbend Wealth Management bought 308 NextEra Energy shares in Q2 2026, an estimated $27.9K.
  • NextEra Energy made up 0.14% of Riverbend Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Riverbend Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 5 quarters since.
  • Riverbend Wealth Management's NextEra Energy position peaked at $544K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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