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Sara-Bay Financial’s NextEra Energy NEE Stock Holding History

Sara-Bay 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 		$557K Buy
6,349
+643
+11% +$58.2K 0.15% 53
2026
Q1 		$530K Buy
5,706
+230
+4% +$20.4K 0.16% 49
2025
Q4 		$441K Sell
5,476
-125
-2% -$10.4K 0.13% 57
2025
Q3 		$423K Sell
5,601
-24
-0.4% -$1.75K 0.12% 58
2025
Q2 		$390K Sell
5,625
-350
-6% -$24.3K 0.14% 59
2025
Q1 		$421K Sell
5,975
-24
-0.4% -$1.69K 0.19% 56
2024
Q4 		$431K Sell
5,999
-23
-0.4% -$1.79K 0.16% 60
2024
Q3 		$509K Sell
6,022
-3,777
-39% -$295K 0.18% 57
2024
Q2 		$694K Buy
9,799
+3,513
+56% +$249K 0.28% 44
2024
Q1 		$398K Sell
6,286
-111
-2% -$6.5K 0.18% 64
2023
Q4 		$389K Buy
6,397
+4
+0.1% +$228 0.19% 61
2023
Q3 		$366K Buy
6,393
+2
+0% +$138 0.19% 60
2023
Q2 		$474K Sell
6,391
-100
-2% -$7.57K 0.23% 50
2023
Q1 		$500K Sell
6,491
-703
-10% -$54.1K 0.25% 44
2022
Q4 		$601K Sell
7,194
-429
-6% -$34.7K 0.34% 36
2022
Q3 		$598K Sell
7,623
-214
-3% -$18.2K 0.33% 33
2022
Q2 		$610K Sell
7,837
-43
-0.5% -$3.27K 0.3% 37
2022
Q1 		$667K Sell
7,880
-180
-2% -$14.4K 0.26% 37
2021
Q4 		$752K Sell
8,060
-333
-4% -$28.8K 0.23% 37
2021
Q3 		$659K Sell
8,393
-77
-0.9% -$6.21K 0.26% 35
2021
Q2 		$620K Sell
8,470
-75
-0.9% -$5.63K 0.23% 39
2021
Q1 		$646K Sell
8,545
-2,100
-20% -$164K 0.26% 36
2020
Q4 		$821K Sell
10,645
-1,699
-14% -$127K 0.37% 24
2020
Q3 		$857K Sell
12,344
-160
-1% -$11K 0.47% 23
2020
Q2 		$762K Buy
+12,504
New +$748K 0.44% 25

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

Sara-Bay Financial's NEE Position: Q2 2026 in Review

Sara-Bay Financial increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $58.2K and bringing the position to 6,349 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #53.

Sara-Bay Financial first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $857K in Q3 2020. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sara-Bay Financial held 6,349 shares of NextEra Energy worth $557K as of Q2 2026.
  • Sara-Bay Financial bought 643 NextEra Energy shares in Q2 2026, an estimated $58.2K.
  • NextEra Energy made up 0.15% of Sara-Bay Financial's portfolio in Q2 2026, its #53 holding.
  • Sara-Bay Financial first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • Sara-Bay Financial's NextEra Energy position peaked at $857K in Q3 2020.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.