RSWM
NEE icon

Robertson Stephens Wealth Management’s NextEra Energy NEE Stock Holding History

Robertson Stephens 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 		$1.55M Sell
17,604
-2,073
-11% -$188K 0.04% 247
2026
Q1 		$1.83M Sell
19,677
-4,497
-19% -$400K 0.05% 218
2025
Q4 		$1.94M Buy
24,174
+6,411
+36% +$531K 0.05% 214
2025
Q3 		$1.34M Sell
17,763
-6,393
-26% -$467K 0.04% 220
2025
Q2 		$1.68M Hold
24,156
– – 0.05% 209
2025
Q1 		$1.71M Sell
24,156
-1,877
-7% -$132K 0.06% 208
2024
Q4 		$1.87M Buy
26,033
+592
+2% +$46K 0.07% 204
2024
Q3 		$2.15M Buy
25,441
+3,953
+18% +$308K 0.08% 190
2024
Q2 		$1.52M Buy
21,488
+3,254
+18% +$231K 0.08% 170
2024
Q1 		$1.17M Buy
18,234
+343
+2% +$20.1K 0.06% 217
2023
Q4 		$1.09M Buy
17,891
+177
+1% +$10.1K 0.07% 211
2023
Q3 		$1.01M Buy
17,714
+1,211
+7% +$83.8K 0.07% 208
2023
Q2 		$1.22M Sell
16,503
-68
-0.4% -$5.15K 0.09% 172
2023
Q1 		$1.28M Buy
16,571
+1,972
+14% +$152K 0.1% 173
2022
Q4 		$1.22M Buy
14,599
+91
+0.6% +$7.35K 0.12% 159
2022
Q3 		$1.14M Sell
14,508
-47
-0.3% -$3.99K 0.12% 140
2022
Q2 		$1.13M Sell
14,555
-266
-2% -$20.3K 0.11% 150
2022
Q1 		$1.25M Buy
14,821
+1,729
+13% +$139K 0.11% 160
2021
Q4 		$1.22M Buy
13,092
+733
+6% +$63.3K 0.1% 162
2021
Q3 		$970K Sell
12,359
-4,177
-25% -$337K 0.11% 121
2021
Q2 		$1.21M Buy
16,536
+1,019
+7% +$76.5K 0.15% 104
2021
Q1 		$1.17M Buy
15,517
+1,741
+13% +$136K 0.19% 91
2020
Q4 		$1.06M Buy
13,776
+172
+1% +$12.9K 0.22% 84
2020
Q3 		$943K Buy
13,604
+1,600
+13% +$110K 0.23% 83
2020
Q2 		$720K Sell
12,004
-1,320
-10% -$79K 0.21% 88
2020
Q1 		$802K Buy
13,324
+6,132
+85% +$385K 0.27% 78
2019
Q4 		$435K Sell
7,192
-1,408
-16% -$82.2K 0.22% 73
2019
Q3 		$501K Buy
8,600
+2,600
+43% +$141K 0.25% 71
2019
Q2 		$307K Sell
6,000
-200
-3% -$9.84K 0.3% 56
2019
Q1 		$300K Buy
6,200
+200
+3% +$9.14K 0.26% 53
2018
Q4 		$261K Buy
+6,000
New +$262K 0.26% 49

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Robertson Stephens Wealth Management's NEE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $188K and leaving 17,604 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #247.

Robertson Stephens Wealth Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.15M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Robertson Stephens Wealth Management held 17,604 shares of NextEra Energy worth $1.55M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 2,073 NextEra Energy shares in Q2 2026, an estimated $188K.
  • NextEra Energy made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Robertson Stephens Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's NextEra Energy position peaked at $2.15M in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.