SHFP
NEE icon

Second Half Financial Partners’s NextEra Energy NEE Stock Holding History

Second Half Financial Partners’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 		$593K Buy
6,757
+160
+2% +$14.5K 0.24% 55
2026
Q1 		$613K Sell
6,597
-164
-2% -$14.6K 0.28% 44
2025
Q4 		$543K Buy
6,761
+130
+2% +$10.8K 0.24% 44
2025
Q3 		$501K Buy
6,631
+26
+0.4% +$1.9K 0.22% 51
2025
Q2 		$459K Sell
6,605
-172
-3% -$11.9K 0.22% 47
2025
Q1 		$480K Sell
6,777
-58
-0.8% -$4.09K 0.24% 50
2024
Q4 		$490K Sell
6,835
-28,293
-81% -$2.2M 0.24% 50
2024
Q3 		$2.97M Sell
35,128
-17,744
-34% -$1.38M 1.57% 24
2024
Q2 		$3.74M Sell
52,872
-1,494
-3% -$106K 3% 12
2024
Q1 		$3.47M Buy
54,366
+290
+0.5% +$17K 1.55% 23
2023
Q4 		$3.28M Buy
54,076
+47,977
+787% +$2.73M 1.62% 17
2023
Q3 		$349K Sell
6,099
-1,747
-22% -$121K 0.17% 29
2023
Q2 		$582K Buy
7,846
+1,670
+27% +$126K 0.13% 99
2023
Q1 		$476K Buy
6,176
+660
+12% +$50.8K 0.28% 23
2022
Q4 		$412K Hold
5,516
– – 0.27% 30
2022
Q3 		$433K Sell
5,516
-522
-9% -$44.3K 0.54% 23
2022
Q2 		$457K Hold
6,038
– – 0.35% 45
2022
Q1 		$457K Buy
+6,038
New +$484K 0.35% 45

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

Second Half Financial Partners's NEE Position: Q2 2026 in Review

Second Half Financial Partners increased its NextEra Energy (NEE) stake by 2.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,757 shares worth $593K. The position accounts for 0.24% of the portfolio, ranked #55.

Second Half Financial Partners first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.74M in Q2 2024. 1,461 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Second Half Financial Partners held 6,757 shares of NextEra Energy worth $593K as of Q2 2026.
  • Second Half Financial Partners bought 160 NextEra Energy shares in Q2 2026, an estimated $14.5K.
  • NextEra Energy made up 0.24% of Second Half Financial Partners's portfolio in Q2 2026, its #55 holding.
  • Second Half Financial Partners first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Second Half Financial Partners's NextEra Energy position peaked at $3.74M in Q2 2024.
  • 1,461 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.