RFM
NEE icon

Royal Fund Management’s NextEra Energy NEE Stock Holding History

Royal Fund 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 		$2.59M Sell
29,553
-1,465
-5% -$133K 0.22% 126
2026
Q1 		$2.88M Sell
31,018
-100
-0.3% -$8.89K 0.27% 114
2025
Q4 		$2.5M Buy
31,118
+8,783
+39% +$727K 0.23% 125
2025
Q3 		$1.69M Sell
22,335
-32
-0.1% -$2.34K 0.2% 129
2025
Q2 		$1.55M Sell
22,367
-1,134
-5% -$78.8K 0.15% 161
2025
Q1 		$1.67M Buy
23,501
+3,566
+18% +$252K 0.19% 150
2024
Q4 		$1.43M Sell
19,935
-22,567
-53% -$1.75M 0.13% 155
2024
Q3 		$3.59M Buy
42,502
+36,725
+636% +$2.87M 0.21% 110
2024
Q2 		$409K Sell
5,777
-11,491
-67% -$815K 0.03% 235
2024
Q1 		$1.1M Buy
17,268
+2,650
+18% +$155K 0.11% 192
2023
Q4 		$888K Buy
14,618
+3,245
+29% +$185K 0.1% 193
2023
Q3 		$652K Buy
11,373
+8,318
+272% +$576K 0.09% 196
2023
Q2 		$227K Buy
+3,055
New +$231K 0.03% 243
2022
Q1 		– Sell
-2,662
Closed -$248K – 215
2021
Q4 		$248K Buy
+2,662
New +$230K 0.04% 172
2020
Q2 		– Sell
-1,776
Closed -$106K – 414
2020
Q1 		$106K Hold
1,776
– – 0.04% 185
2019
Q4 		$107K Hold
1,776
– – 0.03% 188
2019
Q3 		$103K Hold
1,776
– – 0.03% 188
2019
Q2 		$90K Sell
1,776
-76
-4% -$3.74K 0.03% 186
2019
Q1 		$89K Buy
1,852
+420
+29% +$19.2K 0.03% 169
2018
Q4 		$62K Buy
1,432
+108
+8% +$4.72K 0.03% 174
2018
Q3 		$55K Buy
1,324
+212
+19% +$9.03K 0.02% 184
2018
Q2 		$46K Buy
1,112
+120
+12% +$4.85K 0.02% 200
2018
Q1 		$40K Sell
992
-156
-14% -$6.02K 0.01% 212
2017
Q4 		$44K Sell
1,148
-44
-4% -$1.7K 0.02% 215
2017
Q3 		$43K Hold
1,192
– – 0.02% 185
2017
Q2 		$41K Sell
1,192
-544
-31% -$18.6K 0.02% 168
2017
Q1 		$55K Buy
1,736
+700
+68% +$22K 0.03% 147
2016
Q4 		$30K Buy
+1,036
New +$31K 0.02% 175

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

Royal Fund Management's NEE Position: Q2 2026 in Review

Royal Fund Management reduced its NextEra Energy (NEE) stake by 4.7% in Q2 2026, selling an estimated $133K and leaving 29,553 shares worth $2.59M. The position accounts for 0.22% of the portfolio, ranked #126.

Royal Fund Management first reported a position in NEE in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.59M in Q3 2024. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Royal Fund Management held 29,553 shares of NextEra Energy worth $2.59M as of Q2 2026.
  • Royal Fund Management sold 1,465 NextEra Energy shares in Q2 2026, an estimated $133K.
  • NextEra Energy made up 0.22% of Royal Fund Management's portfolio in Q2 2026, its #126 holding.
  • Royal Fund Management first reported a position in NextEra Energy in Q4 2016 and has held it in 28 quarters since.
  • Royal Fund Management's NextEra Energy position peaked at $3.59M in Q3 2024.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.