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Sigma Investment Counselors’s NextEra Energy NEE Stock Holding History

Sigma Investment Counselors’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 		$4.85M Sell
55,239
-3,137
-5% -$284K 0.24% 65
2026
Q1 		$5.42M Sell
58,376
-2,599
-4% -$231K 0.29% 57
2025
Q4 		$4.9M Sell
60,975
-683
-1% -$56.6K 0.25% 66
2025
Q3 		$4.65M Buy
61,658
+201
+0.3% +$14.7K 0.24% 68
2025
Q2 		$4.27M Buy
61,457
+3,604
+6% +$250K 0.23% 69
2025
Q1 		$4.1M Sell
57,853
-3,406
-6% -$240K 0.25% 64
2024
Q4 		$4.39M Buy
61,259
+536
+0.9% +$41.6K 0.26% 63
2024
Q3 		$5.13M Buy
60,723
+695
+1% +$54.2K 0.3% 59
2024
Q2 		$4.25M Buy
60,028
+4,283
+8% +$304K 0.27% 63
2024
Q1 		$3.56M Buy
55,745
+1,137
+2% +$66.6K 0.23% 70
2023
Q4 		$3.32M Buy
54,608
+50,353
+1,183% +$2.87M 0.23% 67
2023
Q3 		$244K Buy
4,255
+944
+29% +$65.4K 0.02% 171
2023
Q2 		$246K Sell
3,311
-199
-6% -$15.1K 0.02% 174
2023
Q1 		$271K Buy
3,510
+732
+26% +$56.3K 0.02% 165
2022
Q4 		$232K Sell
2,778
-41
-1% -$3.31K 0.02% 170
2022
Q3 		$221K Sell
2,819
-16
-0.6% -$1.36K 0.02% 167
2022
Q2 		$220K Buy
2,835
+57
+2% +$4.34K 0.02% 171
2022
Q1 		$235K Buy
2,778
+238
+9% +$19.1K 0.02% 171
2021
Q4 		$237K Buy
+2,540
New +$220K 0.02% 176
2021
Q1 		– Sell
-2,868
Closed -$221K – 184
2020
Q4 		$221K Buy
+2,868
New +$215K 0.02% 164

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Sigma Investment Counselors's NEE Position: Q2 2026 in Review

Sigma Investment Counselors reduced its NextEra Energy (NEE) stake by 5.4% in Q2 2026, selling an estimated $284K and leaving 55,239 shares worth $4.85M. The position accounts for 0.24% of the portfolio, ranked #65.

Sigma Investment Counselors first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.42M in Q1 2026. 1,250 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sigma Investment Counselors held 55,239 shares of NextEra Energy worth $4.85M as of Q2 2026.
  • Sigma Investment Counselors sold 3,137 NextEra Energy shares in Q2 2026, an estimated $284K.
  • NextEra Energy made up 0.24% of Sigma Investment Counselors's portfolio in Q2 2026, its #65 holding.
  • Sigma Investment Counselors first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • Sigma Investment Counselors's NextEra Energy position peaked at $5.42M in Q1 2026.
  • 1,250 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.