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Roxbury Financial’s NextEra Energy NEE Stock Holding History

Roxbury Financial’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 		$96.5K Buy
1,100
+63
+6% +$5.7K 0.08% 145
2026
Q1 		$96.3K Buy
1,037
+6
+0.6% +$533 0.09% 141
2025
Q4 		$82.7K Buy
1,031
+7
+0.7% +$580 0.07% 138
2025
Q3 		$77.3K Buy
1,024
+7
+0.7% +$511 0.07% 139
2025
Q2 		$70.6K Sell
1,017
-107
-10% -$7.43K 0.07% 145
2025
Q1 		$78.9K Buy
1,124
+8
+0.7% +$565 0.08% 132
2024
Q4 		$87.9K Buy
+1,116
New +$86.7K 0.08% 123

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Roxbury Financial's NEE Position: Q2 2026 in Review

Roxbury Financial increased its NextEra Energy (NEE) stake by 6.1% in Q2 2026, buying an estimated $5.7K and bringing the position to 1,100 shares worth $96.5K. The position accounts for 0.08% of the portfolio, ranked #145.

Roxbury Financial first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Roxbury Financial held 1,100 shares of NextEra Energy worth $96.5K as of Q2 2026.
  • Roxbury Financial bought 63 NextEra Energy shares in Q2 2026, an estimated $5.7K.
  • NextEra Energy made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #145 holding.
  • Roxbury Financial first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.