RC
NEE icon

Roundview Capital’s NextEra Energy NEE Stock Holding History

Roundview Capital’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 		$1.37M Hold
15,576
– – 0.07% 205
2026
Q1 		$1.45M Buy
15,576
+129
+0.8% +$11.5K 0.09% 184
2025
Q4 		$1.24M Buy
15,447
+36
+0.2% +$2.98K 0.08% 194
2025
Q3 		$1.16M Sell
15,411
-601
-4% -$43.9K 0.07% 203
2025
Q2 		$1.11M Sell
16,012
-322
-2% -$22.4K 0.07% 201
2025
Q1 		$1.16M Sell
16,334
-399
-2% -$28.2K 0.08% 190
2024
Q4 		$1.2M Buy
16,733
+218
+1% +$16.9K 0.08% 197
2024
Q3 		$1.4M Buy
16,515
+4,006
+32% +$313K 0.1% 179
2024
Q2 		$886K Buy
12,509
+95
+0.8% +$6.74K 0.07% 213
2024
Q1 		$793K Buy
12,414
+1,117
+10% +$65.4K 0.06% 224
2023
Q4 		$686K Buy
11,297
+6,884
+156% +$392K 0.06% 222
2023
Q3 		$253K Sell
4,413
-5,021
-53% -$348K 0.03% 283
2023
Q2 		$700K Sell
9,434
-1,142
-11% -$86.5K 0.07% 221
2023
Q1 		$815K Buy
10,576
+676
+7% +$52K 0.09% 206
2022
Q4 		$828K Buy
9,900
+1,699
+21% +$137K 0.09% 201
2022
Q3 		$643K Buy
8,201
+1,811
+28% +$154K 0.08% 203
2022
Q2 		$495K Buy
6,390
+1,670
+35% +$127K 0.06% 219
2022
Q1 		$400K Buy
4,720
+330
+8% +$26.4K 0.04% 240
2021
Q4 		$410K Buy
4,390
+1
+0% +$86 0.04% 247
2021
Q3 		$345K Buy
4,389
+1
+0% +$81 0.04% 252
2021
Q2 		$322K Buy
4,388
+176
+4% +$13.2K 0.04% 252
2021
Q1 		$318K Hold
4,212
– – 0.04% 240
2020
Q4 		$325K Buy
4,212
+400
+10% +$29.9K 0.04% 217
2020
Q3 		$265K Hold
3,812
– – 0.04% 222
2020
Q2 		$229K Sell
3,812
-228
-6% -$13.6K 0.04% 224
2020
Q1 		$243K Hold
4,040
– – 0.05% 207
2019
Q4 		$245K Hold
4,040
– – 0.05% 214
2019
Q3 		$235K Hold
4,040
– – 0.05% 210
2019
Q2 		$207K Buy
+4,040
New +$199K 0.05% 216

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

Roundview Capital's NEE Position: Q2 2026 in Review

Roundview Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 15,576 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #205.

Roundview Capital first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.45M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Roundview Capital held 15,576 shares of NextEra Energy worth $1.37M as of Q2 2026.
  • Roundview Capital left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.07% of Roundview Capital's portfolio in Q2 2026, its #205 holding.
  • Roundview Capital first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
  • Roundview Capital's NextEra Energy position peaked at $1.45M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.