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Schnieders Capital Management’s NextEra Energy NEE Stock Holding History

Schnieders 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 		$5.6M Buy
63,801
+14,425
+29% +$1.3M 0.74% 34
2026
Q1 		$4.59M Sell
49,376
-530
-1% -$47.1K 0.73% 33
2025
Q4 		$4.01M Buy
49,906
+50
+0.1% +$4.14K 0.62% 38
2025
Q3 		$3.76M Sell
49,856
-50
-0.1% -$3.65K 0.67% 40
2025
Q2 		$3.46M Buy
49,906
+921
+2% +$64K 0.61% 40
2025
Q1 		$3.47M Sell
48,985
-3,625
-7% -$256K 0.74% 35
2024
Q4 		$3.77M Sell
52,610
-245
-0.5% -$19K 0.75% 32
2024
Q3 		$4.47M Sell
52,855
-4,521
-8% -$353K 0.85% 31
2024
Q2 		$4.06M Sell
57,376
-701
-1% -$49.7K 0.82% 31
2024
Q1 		$3.71M Buy
58,077
+3,557
+7% +$208K 0.77% 33
2023
Q4 		$3.31M Sell
54,520
-3,213
-6% -$183K 0.73% 36
2023
Q3 		$3.31M Buy
57,733
+5,987
+12% +$414K 0.74% 33
2023
Q2 		$3.84M Sell
51,746
-1,062
-2% -$80.4K 0.8% 33
2023
Q1 		$4.07M Buy
52,808
+2,500
+5% +$192K 0.91% 31
2022
Q4 		$4.21M Sell
50,308
-435
-0.9% -$35.1K 0.96% 30
2022
Q3 		$3.98M Buy
50,743
+4,453
+10% +$378K 1.05% 27
2022
Q2 		$3.59M Sell
46,290
-1,697
-4% -$129K 1.07% 25
2022
Q1 		$4.07M Buy
47,987
+257
+0.5% +$20.6K 0.97% 26
2021
Q4 		$4.46M Buy
47,730
+275
+0.6% +$23.8K 1.04% 25
2021
Q3 		$3.73M Buy
47,455
+1,996
+4% +$161K 1% 27
2021
Q2 		$3.33M Hold
45,459
– – 0.91% 30
2021
Q1 		$3.44M Buy
45,459
+131
+0.3% +$10.2K 1.03% 27
2020
Q4 		$3.5M Buy
45,328
+3,500
+8% +$262K 1.15% 27
2020
Q3 		$2.9M Sell
41,828
-400
-0.9% -$27.6K 1.09% 27
2020
Q2 		$2.54M Buy
42,228
+216
+0.5% +$12.9K 1.01% 28
2020
Q1 		$2.53M Buy
42,012
+1,140
+3% +$71.7K 1.22% 29
2019
Q4 		$2.47M Sell
40,872
-424
-1% -$24.8K 0.9% 35
2019
Q3 		$2.4M Buy
41,296
+32
+0.1% +$1.73K 0.97% 35
2019
Q2 		$2.11M Buy
41,264
+148
+0.4% +$7.28K 0.83% 43
2019
Q1 		$1.99M Buy
41,116
+800
+2% +$36.6K 0.85% 43
2018
Q4 		$1.75M Buy
40,316
+40
+0.1% +$1.75K 0.86% 41
2018
Q3 		$1.69M Buy
40,276
+76
+0.2% +$3.23K 0.69% 48
2018
Q2 		$1.68M Sell
40,200
-1,600
-4% -$64.6K 0.71% 49
2018
Q1 		$1.71M Sell
41,800
-716
-2% -$27.6K 0.74% 49
2017
Q4 		$1.66M Sell
42,516
-1,640
-4% -$63.3K 0.69% 50
2017
Q3 		$1.62M Sell
44,156
-400
-0.9% -$14.7K 0.71% 52
2017
Q2 		$1.56M Buy
44,556
+600
+1% +$20.5K 0.73% 50
2017
Q1 		$1.42M Sell
43,956
-1,300
-3% -$40.9K 0.68% 50
2016
Q4 		$1.35M Buy
45,256
+4,000
+10% +$120K 0.7% 49
2016
Q3 		$1.26M Hold
41,256
– – 0.71% 50
2016
Q2 		$1.34M Sell
41,256
-100
-0.2% -$3K 0.75% 48
2016
Q1 		$1.22M Sell
41,356
-860
-2% -$24.1K 0.72% 46
2015
Q4 		$1.1M Buy
42,216
+1,832
+5% +$46.4K 0.67% 51
2015
Q3 		$985K Buy
40,384
+1,140
+3% +$29K 0.68% 48
2015
Q2 		$962K Buy
39,244
+1,600
+4% +$40.7K 0.57% 56
2015
Q1 		$979K Buy
37,644
+8,000
+27% +$211K 0.59% 52
2014
Q4 		$788K Sell
29,644
-900
-3% -$22.7K 0.52% 61
2014
Q3 		$717K Buy
30,544
+620
+2% +$15K 0.53% 58
2014
Q2 		$767K Buy
29,924
+2,900
+11% +$70.5K 0.54% 55
2014
Q1 		$646K Buy
27,024
+400
+2% +$9.06K 0.6% 54
2013
Q4 		$570K Buy
+26,624
New +$561K 0.56% 60

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
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
Ninety One (UK)
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Schnieders Capital Management increased its NextEra Energy (NEE) stake by 29% in Q2 2026, buying an estimated $1.3M and bringing the position to 63,801 shares worth $5.6M. The position accounts for 0.74% of the portfolio, ranked #34.

Schnieders Capital Management first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Schnieders Capital Management held 63,801 shares of NextEra Energy worth $5.6M as of Q2 2026.
  • Schnieders Capital Management bought 14,425 NextEra Energy shares in Q2 2026, an estimated $1.3M.
  • NextEra Energy made up 0.74% of Schnieders Capital Management's portfolio in Q2 2026, its #34 holding.
  • Schnieders Capital Management first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.