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Samalin Investment Counsel’s NextEra Energy NEE Stock Holding History

Samalin Investment Counsel’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 		$586K Sell
6,674
-377
-5% -$34.1K 0.18% 140
2026
Q1 		$655K Sell
7,051
-90
-1% -$8K 0.23% 129
2025
Q4 		$573K Sell
7,141
-269
-4% -$22.3K 0.2% 152
2025
Q3 		$559K Buy
7,410
+379
+5% +$27.7K 0.19% 165
2025
Q2 		$488K Sell
7,031
-195
-3% -$13.5K 0.19% 175
2025
Q1 		$512K Buy
7,226
+1,128
+18% +$79.6K 0.21% 157
2024
Q4 		$437K Buy
6,098
+24
+0.4% +$1.86K 0.19% 179
2024
Q3 		$513K Sell
6,074
-38
-0.6% -$2.96K 0.22% 147
2024
Q2 		$433K Buy
6,112
+260
+4% +$18.4K 0.2% 170
2024
Q1 		$374K Sell
5,852
-1,861
-24% -$109K 0.18% 189
2023
Q4 		$468K Buy
7,713
+239
+3% +$13.6K 0.24% 141
2023
Q3 		$428K Sell
7,474
-201
-3% -$13.9K 0.25% 123
2023
Q2 		$569K Buy
7,675
+1,073
+16% +$81.2K 0.31% 95
2023
Q1 		$509K Buy
6,602
+421
+7% +$32.4K 0.31% 96
2022
Q4 		$517K Buy
6,181
+6
+0.1% +$485 0.33% 94
2022
Q3 		$484K Buy
6,175
+6
+0.1% +$509 0.36% 87
2022
Q2 		$478K Sell
6,169
-42
-0.7% -$3.2K 0.34% 88
2022
Q1 		$526K Buy
6,211
+1,181
+23% +$94.6K 0.32% 90
2021
Q4 		$470K Buy
5,030
+81
+2% +$7K 0.28% 104
2021
Q3 		$389K Sell
4,949
-129
-3% -$10.4K 0.25% 133
2021
Q2 		$372K Buy
5,078
+92
+2% +$6.91K 0.24% 146
2021
Q1 		$377K Buy
4,986
+85
+2% +$6.63K 0.25% 128
2020
Q4 		$378K Sell
4,901
-1,363
-22% -$102K 0.28% 110
2020
Q3 		$435K Buy
6,264
+12
+0.2% +$828 0.39% 80
2020
Q2 		$375K Buy
6,252
+68
+1% +$4.07K 0.39% 79
2020
Q1 		$372K Sell
6,184
-1,980
-24% -$124K 0.5% 63
2019
Q4 		$494K Buy
+8,164
New +$477K 0.41% 61

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

Samalin Investment Counsel's NEE Position: Q2 2026 in Review

Samalin Investment Counsel reduced its NextEra Energy (NEE) stake by 5.3% in Q2 2026, selling an estimated $34.1K and leaving 6,674 shares worth $586K. The position accounts for 0.18% of the portfolio, ranked #140.

Samalin Investment Counsel first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $655K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Samalin Investment Counsel held 6,674 shares of NextEra Energy worth $586K as of Q2 2026.
  • Samalin Investment Counsel sold 377 NextEra Energy shares in Q2 2026, an estimated $34.1K.
  • NextEra Energy made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #140 holding.
  • Samalin Investment Counsel first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's NextEra Energy position peaked at $655K in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.