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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
2025
Q2 		– Sell
-1,300
Closed -$91.9K – 355
2025
Q1 		$91.9K Buy
+1,300
New +$91.8K 0.01% 304
2024
Q4 		– Sell
-3,800
Closed -$321K – 338
2024
Q3 		$321K Buy
+3,800
New +$297K 0.02% 278

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.