Shikiar Asset Management’s NextEra Energy NEE Stock Holding History

Shikiar Asset 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	$9.15M	Buy	104,234 +4,511	+5%	+$408K	2.31%	10
2026 Q1	$9.26M	Sell	99,723 -565	-0.6%	-$50.2K	2.67%	9
2025 Q4	$8.05M	Buy	100,288 +1,570	+2%	+$130K	2%	15
2025 Q3	$7.45M	Sell	98,718 -8,340	-8%	-$609K	1.87%	19
2025 Q2	$7.43M	Sell	107,058 -11,060	-9%	-$768K	2.07%	17
2025 Q1	$8.37M	Sell	118,118 -2,280	-2%	-$161K	2.5%	13
2024 Q4	$8.63M	Sell	120,398 -3,329	-3%	-$259K	2.29%	14
2024 Q3	$10.5M	Sell	123,727 -7,752	-6%	-$605K	2.75%	12
2024 Q2	$9.31M	Sell	131,479 -16,873	-11%	-$1.2M	2.49%	14
2024 Q1	$9.48M	Buy	148,352 +4,247	+3%	+$249K	2.77%	12
2023 Q4	$8.75M	Sell	144,105 -1,789	-1%	-$102K	2.71%	12
2023 Q3	$8.36M	Buy	145,894 +17,514	+14%	+$1.21M	2.91%	11
2023 Q2	$9.53M	Buy	128,380 +6,600	+5%	+$500K	3.07%	9
2023 Q1	$9.39M	Buy	+121,780	New	+$9.37M	3.34%	9
2022 Q3	$9.26M	Sell	118,056 -3,444	-3%	-$292K	3.72%	6
2022 Q2	$9.41M	Buy	121,500 +1,810	+2%	+$138K	3.62%	7
2022 Q1	$10.1M	Buy	119,690 +10,050	+9%	+$805K	2.87%	8
2021 Q4	$10.2M	Buy	109,640 +1,790	+2%	+$155K	2.61%	9
2021 Q3	$8.47M	Buy	107,850 +2,210	+2%	+$178K	2.38%	11
2021 Q2	$7.74M	Buy	105,640 +5,535	+6%	+$415K	2.19%	12
2021 Q1	$7.57M	Buy	100,105 +3,435	+4%	+$268K	2.56%	9
2020 Q4	$7.46M	Sell	96,670 -7,030	-7%	-$526K	2.68%	8
2020 Q3	$7.2M	Buy	103,700 +1,200	+1%	+$82.8K	2.76%	8
2020 Q2	$6.15M	Sell	102,500 -4,920	-5%	-$294K	2.8%	7
2020 Q1	$6.46M	Sell	107,420 -36,836	-26%	-$2.32M	4.34%	3
2019 Q4	$8.73M	Sell	144,256 -544	-0.4%	-$31.8K	2.89%	12
2019 Q3	$8.43M	Buy	+144,800	New	+$7.84M	3.34%	9

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

Shikiar Asset Management's NEE Position: Q2 2026 in Review

Shikiar Asset Management increased its NextEra Energy (NEE) stake by 4.5% in Q2 2026, buying an estimated $408K and bringing the position to 104,234 shares worth $9.15M. The position accounts for 2.31% of the portfolio, ranked #10.

Shikiar Asset Management first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Shikiar Asset Management held 104,234 shares of NextEra Energy worth $9.15M as of Q2 2026.
Shikiar Asset Management bought 4,511 NextEra Energy shares in Q2 2026, an estimated $408K.
NextEra Energy made up 2.31% of Shikiar Asset Management's portfolio in Q2 2026, its #10 holding.
Shikiar Asset Management first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
Shikiar Asset Management's NextEra Energy position peaked at $10.5M in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.