Shulman DeMeo Asset Management’s NextEra Energy NEE Stock Holding History

Shulman DeMeo 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	$207K	Sell	2,354 -9	-0.4%	-$814	0.04%	135
2026 Q1	$219K	Buy	+2,363	New	+$210K	0.05%	127
2021 Q2	–	Sell	-3,493	Closed	-$264K	–	116
2021 Q1	$264K	Sell	3,493 -6,804	-66%	-$531K	0.07%	112
2020 Q4	$794K	Buy	+10,297	New	+$770K	0.23%	49
2020 Q3	–	Sell	-8,320	Closed	-$500K	–	128
2020 Q2	$500K	Buy	8,320 +348	+4%	+$20.8K	0.19%	52
2020 Q1	$479K	Buy	7,972 +268	+3%	+$16.8K	0.22%	47
2019 Q4	$466K	Buy	7,704 +924	+14%	+$53.9K	0.16%	68
2019 Q3	$395K	Buy	+6,780	New	+$367K	0.13%	79

Other funds holding NEE

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Shulman DeMeo Asset Management's NEE Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its NextEra Energy (NEE) stake by 0.38% in Q2 2026, selling an estimated $814 and leaving 2,354 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #135.

Shulman DeMeo Asset Management first reported a position in NEE in Q3 2019 and has held it in 8 quarters since. The position peaked at $794K in Q4 2020. 506 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Shulman DeMeo Asset Management held 2,354 shares of NextEra Energy worth $207K as of Q2 2026.
Shulman DeMeo Asset Management sold 9 NextEra Energy shares in Q2 2026, an estimated $814.
NextEra Energy made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #135 holding.
Shulman DeMeo Asset Management first reported a position in NextEra Energy in Q3 2019 and has held it in 8 quarters since.
Shulman DeMeo Asset Management's NextEra Energy position peaked at $794K in Q4 2020.
506 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.