Signature Wealth Management Partners’s NextEra Energy NEE Stock Holding History

Signature Wealth Management Partners’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	$1.53M	Sell	17,408 -57	-0.3%	-$5.16K	0.71%	27
2026 Q1	$1.62M	Buy	17,465 +307	+2%	+$27.3K	0.81%	22
2025 Q4	$1.38M	Hold	17,158	–	–	0.68%	27
2025 Q3	$1.3M	Hold	17,158	–	–	0.68%	27
2025 Q2	$1.19M	Buy	17,158 +8,488	+98%	+$590K	0.68%	30
2025 Q1	$615K	Hold	8,670	–	–	0.4%	50
2024 Q4	$622K	Hold	8,670	–	–	0.43%	51
2024 Q3	$733K	Sell	8,670 -258	-3%	-$20.1K	0.53%	43
2024 Q2	$632K	Buy	8,928 +8	+0.1%	+$568	0.48%	47
2024 Q1	$570K	Buy	8,920 +1,250	+16%	+$73.2K	0.46%	49
2023 Q4	$466K	Buy	+7,670	New	+$437K	0.41%	52
2023 Q2	–	Sell	-12,840	Closed	-$990K	–	108
2023 Q1	$990K	Buy	12,840 +80	+0.6%	+$6.15K	0.92%	25
2022 Q4	$1.07M	Hold	12,760	–	–	1.05%	24
2022 Q3	$1M	Hold	12,760	–	–	1.1%	23
2022 Q2	$989K	Hold	12,760	–	–	1.01%	26
2022 Q1	$1.08M	Sell	12,760 -276	-2%	-$22.1K	0.92%	27
2021 Q4	$1.22M	Sell	13,036 -306	-2%	-$26.4K	1.03%	27
2021 Q3	$1.05M	Hold	13,342	–	–	0.95%	28
2021 Q2	$978K	Hold	13,342	–	–	0.89%	28
2021 Q1	$1.01M	Buy	+13,342	New	+$1.04M	0.97%	28

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

Signature Wealth Management Partners's NEE Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its NextEra Energy (NEE) stake by 0.33% in Q2 2026, selling an estimated $5.16K and leaving 17,408 shares worth $1.53M. The position accounts for 0.71% of the portfolio, ranked #27.

Signature Wealth Management Partners first reported a position in NEE in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Signature Wealth Management Partners held 17,408 shares of NextEra Energy worth $1.53M as of Q2 2026.
Signature Wealth Management Partners sold 57 NextEra Energy shares in Q2 2026, an estimated $5.16K.
NextEra Energy made up 0.71% of Signature Wealth Management Partners's portfolio in Q2 2026, its #27 holding.
Signature Wealth Management Partners first reported a position in NextEra Energy in Q1 2021 and has held it in 20 quarters since.
Signature Wealth Management Partners's NextEra Energy position peaked at $1.62M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.