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Segment Wealth Management’s NextEra Energy NEE Stock Holding History

Segment Wealth 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 		$1.9M Buy
21,647
+1,379
+7% +$125K 0.1% 123
2026
Q1 		$1.88M Sell
20,268
-608
-3% -$54.1K 0.11% 123
2025
Q4 		$1.68M Sell
20,876
-207
-1% -$17.1K 0.1% 117
2025
Q3 		$1.59M Sell
21,083
-2,148
-9% -$157K 0.1% 122
2025
Q2 		$1.61M Buy
23,231
+514
+2% +$35.7K 0.1% 122
2025
Q1 		$1.61M Buy
22,717
+4,199
+23% +$296K 0.11% 114
2024
Q4 		$1.33M Sell
18,518
-1,040
-5% -$80.8K 0.09% 128
2024
Q3 		$1.65M Buy
19,558
+513
+3% +$40K 0.11% 112
2024
Q2 		$1.35M Buy
19,045
+3,105
+19% +$220K 0.1% 125
2024
Q1 		$1.02M Buy
15,940
+120
+0.8% +$7.03K 0.08% 145
2023
Q4 		$961K Sell
15,820
-138,123
-90% -$7.87M 0.08% 136
2023
Q3 		$8.82M Sell
153,943
-5,931
-4% -$411K 0.9% 45
2023
Q2 		$11.9M Buy
159,874
+1,482
+0.9% +$112K 1.22% 21
2023
Q1 		$12.2M Buy
158,392
+1,547
+1% +$119K 1.38% 18
2022
Q4 		$13.1M Buy
156,845
+1,661
+1% +$134K 1.52% 11
2022
Q3 		$12.2M Buy
155,184
+4,699
+3% +$399K 1.52% 10
2022
Q2 		$11.7M Buy
150,485
+5,375
+4% +$409K 1.48% 11
2022
Q1 		$12.3M Buy
145,110
+11,151
+8% +$894K 1.27% 17
2021
Q4 		$12.5M Buy
133,959
+3,550
+3% +$307K 1.31% 15
2021
Q3 		$10.2M Buy
130,409
+4,945
+4% +$399K 1.22% 20
2021
Q2 		$9.19M Buy
125,464
+6,558
+6% +$492K 1.09% 29
2021
Q1 		$8.99M Buy
118,906
+3,526
+3% +$275K 1.19% 20
2020
Q4 		$8.9M Sell
115,380
-2,852
-2% -$213K 1.29% 15
2020
Q3 		$8.2M Buy
118,232
+6,040
+5% +$417K 1.33% 18
2020
Q2 		$6.74M Buy
112,192
+85,776
+325% +$5.13M 1.25% 21
2020
Q1 		$1.59M Buy
26,416
+3,532
+15% +$222K 0.35% 75
2019
Q4 		$1.39M Buy
22,884
+864
+4% +$50.4K 0.23% 92
2019
Q3 		$1.28M Buy
22,020
+1,440
+7% +$77.9K 0.25% 87
2019
Q2 		$1.05M Buy
20,580
+2,176
+12% +$107K 0.21% 94
2019
Q1 		$889K Buy
18,404
+2,084
+13% +$95.3K 0.19% 102
2018
Q4 		$709K Buy
16,320
+2,880
+21% +$126K 0.18% 99
2018
Q3 		$563K Buy
13,440
+500
+4% +$21.3K 0.12% 119
2018
Q2 		$540K Buy
12,940
+1,060
+9% +$42.8K 0.13% 124
2018
Q1 		$485K Buy
11,880
+880
+8% +$33.9K 0.12% 123
2017
Q4 		$430K Buy
11,000
+4,372
+66% +$169K 0.1% 135
2017
Q3 		$243K Hold
6,628
– – 0.06% 177
2017
Q2 		$232K Hold
6,628
– – 0.06% 185
2017
Q1 		$213K Buy
+6,628
New +$208K 0.07% 171

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Segment Wealth Management's NEE Position: Q2 2026 in Review

Segment Wealth Management increased its NextEra Energy (NEE) stake by 6.8% in Q2 2026, buying an estimated $125K and bringing the position to 21,647 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #123.

Segment Wealth Management first reported a position in NEE in Q1 2017 and has held it in 38 quarters since. The position peaked at $13.1M in Q4 2022. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Segment Wealth Management held 21,647 shares of NextEra Energy worth $1.9M as of Q2 2026.
  • Segment Wealth Management bought 1,379 NextEra Energy shares in Q2 2026, an estimated $125K.
  • NextEra Energy made up 0.1% of Segment Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Segment Wealth Management first reported a position in NextEra Energy in Q1 2017 and has held it in 38 quarters since.
  • Segment Wealth Management's NextEra Energy position peaked at $13.1M in Q4 2022.
  • 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.