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SJS Investment Consulting’s NextEra Energy NEE Stock Holding History

SJS Investment Consulting’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 		$810K Buy
9,225
+375
+4% +$33.9K 0.09% 62
2026
Q1 		$822K Sell
8,850
-3,267
-27% -$290K 0.1% 52
2025
Q4 		$973K Sell
12,117
-50
-0.4% -$4.14K 0.12% 47
2025
Q3 		$918K Buy
12,167
+12,146
+57,838% +$887K 0.13% 49
2025
Q2 		$1.46K Sell
21
-167
-89% -$11.6K ﹤0.01% 679
2025
Q1 		$13.3K Buy
188
+5
+3% +$353 ﹤0.01% 332
2024
Q4 		$13.1K Buy
183
+2
+1% +$155 ﹤0.01% 321
2024
Q3 		$15.3K Buy
181
+150
+484% +$11.7K ﹤0.01% 319
2024
Q2 		$2.2K Buy
31
+2
+7% +$142 ﹤0.01% 666
2024
Q1 		$1.85K Buy
29
+3
+12% +$176 ﹤0.01% 786
2023
Q4 		$1.58K Hold
26
– – ﹤0.01% 764
2023
Q3 		$1.49K Sell
26
-186
-88% -$12.9K ﹤0.01% 761
2023
Q2 		$15.7K Buy
212
+12
+6% +$908 ﹤0.01% 243
2023
Q1 		$15.4K Sell
200
-159
-44% -$12.2K ﹤0.01% 248
2022
Q4 		$30K Sell
359
-481
-57% -$38.9K 0.01% 191
2022
Q3 		$66K Buy
+840
New +$71.3K 0.02% 138
2022
Q1 		$4K Buy
+45
New +$3.61K ﹤0.01% 458

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SJS Investment Consulting's NEE Position: Q2 2026 in Review

SJS Investment Consulting increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $33.9K and bringing the position to 9,225 shares worth $810K. The position accounts for 0.09% of the portfolio, ranked #62.

SJS Investment Consulting first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $973K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SJS Investment Consulting held 9,225 shares of NextEra Energy worth $810K as of Q2 2026.
  • SJS Investment Consulting bought 375 NextEra Energy shares in Q2 2026, an estimated $33.9K.
  • NextEra Energy made up 0.09% of SJS Investment Consulting's portfolio in Q2 2026, its #62 holding.
  • SJS Investment Consulting first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's NextEra Energy position peaked at $973K in Q4 2025.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.