Sentinel Pension Advisors’s NextEra Energy NEE Stock Holding History

Sentinel Pension Advisors’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	$627K	Buy	7,059 +144	+2%	+$13K	0.08%	83
2026 Q1	$642K	Sell	6,915 -35	-0.5%	-$3.11K	0.09%	73
2025 Q4	$558K	Hold	6,950	–	–	0.09%	82
2025 Q3	$525K	Sell	6,950 -13	-0.2%	-$950	0.08%	78
2025 Q2	$483K	Sell	6,963 -6	-0.1%	-$417	0.08%	81
2025 Q1	$494K	Buy	6,969 +15	+0.2%	+$1.06K	0.09%	76
2024 Q4	$499K	Buy	+6,954	New	+$540K	0.09%	73

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sentinel Pension Advisors's NEE Position: Q2 2026 in Review

Sentinel Pension Advisors increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $13K and bringing the position to 7,059 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #83.

Sentinel Pension Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $642K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sentinel Pension Advisors held 7,059 shares of NextEra Energy worth $627K as of Q2 2026.
Sentinel Pension Advisors bought 144 NextEra Energy shares in Q2 2026, an estimated $13K.
NextEra Energy made up 0.08% of Sentinel Pension Advisors's portfolio in Q2 2026, its #83 holding.
Sentinel Pension Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Sentinel Pension Advisors's NextEra Energy position peaked at $642K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.