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
2022 Q4	–	Sell	-800	Closed	-$63K	–	222
2022 Q3	$63K	Hold	800	–	–	0.01%	217
2022 Q2	$62K	Buy	800 +100	+14%	+$7.61K	0.01%	210
2022 Q1	$59K	Hold	700	–	–	0.01%	252
2021 Q4	$65K	Hold	700	–	–	0.01%	252
2021 Q3	$55K	Hold	700	–	–	0.01%	221
2021 Q2	$51K	Hold	700	–	–	0.01%	228
2021 Q1	$53K	Buy	+700	New	+$54.6K	0.01%	223

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

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

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

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 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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.