Saxony Capital Management’s NextEra Energy NEE Stock Holding History

Saxony Capital 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	$334K	Sell	3,805 -1,738	-31%	-$157K	0.15%	122
2026 Q1	$515K	Buy	5,543 +124	+2%	+$11K	0.3%	80
2025 Q4	$435K	Buy	5,419 +132	+2%	+$10.9K	0.27%	86
2025 Q3	$399K	Sell	5,287 -234	-4%	-$17.1K	0.26%	86
2025 Q2	$383K	Buy	5,521 +52	+1%	+$3.61K	0.29%	72
2025 Q1	$388K	Buy	5,469 +1,540	+39%	+$109K	0.34%	61
2024 Q4	$282K	Sell	3,929 -1,145	-23%	-$88.9K	0.25%	92
2024 Q3	$429K	Sell	5,074 -79	-2%	-$6.17K	0.39%	70
2024 Q2	$365K	Sell	5,153 -395	-7%	-$28K	0.4%	69
2024 Q1	$355K	Buy	5,548 +56	+1%	+$3.28K	0.43%	60
2023 Q4	$334K	Buy	+5,492	New	+$313K	0.44%	61

Other funds holding NEE

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Saxony Capital Management's NEE Position: Q2 2026 in Review

Saxony Capital Management reduced its NextEra Energy (NEE) stake by 31% in Q2 2026, selling an estimated $157K and leaving 3,805 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #122.

Saxony Capital Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $515K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Saxony Capital Management held 3,805 shares of NextEra Energy worth $334K as of Q2 2026.
Saxony Capital Management sold 1,738 NextEra Energy shares in Q2 2026, an estimated $157K.
NextEra Energy made up 0.15% of Saxony Capital Management's portfolio in Q2 2026, its #122 holding.
Saxony Capital Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Saxony Capital Management's NextEra Energy position peaked at $515K in Q1 2026.
1,297 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.