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Security Financial Services’s NextEra Energy NEE Stock Holding History

Security Financial Services’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 		– Sell
-2,720
Closed -$253K – 216
2026
Q1 		$253K Sell
2,720
-1,493
-35% -$133K 0.04% 172
2025
Q4 		$338K Buy
+4,213
New +$349K 0.05% 169

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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

Security Financial Services's NEE Position: Q2 2026 in Review

Security Financial Services sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,720 shares — an estimated $253K sold.

Security Financial Services first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $338K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Security Financial Services reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Security Financial Services sold 2,720 NextEra Energy shares in Q2 2026, an estimated $253K.
  • Security Financial Services first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
  • Security Financial Services's NextEra Energy position peaked at $338K in Q4 2025.
  • 1,233 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.