Slagle Financial’s NextEra Energy NEE Stock Holding History

Slagle Financial’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	$3.76M	Buy	42,860 +1,235	+3%	+$112K	1.13%	37
2026 Q1	$3.87M	Buy	41,625 +1,693	+4%	+$151K	1.28%	28
2025 Q4	$3.21M	Buy	39,932 +2,010	+5%	+$166K	1.12%	34
2025 Q3	$2.86M	Buy	37,922 +1,190	+3%	+$86.9K	1.05%	40
2025 Q2	$2.55M	Sell	36,732 -36,464	-50%	-$2.53M	1.03%	42
2025 Q1	$5.19M	Buy	73,196 +1,333	+2%	+$94.1K	2.3%	12
2024 Q4	$5.15M	Buy	71,863 +12,570	+21%	+$976K	2.32%	7
2024 Q3	$5.01M	Buy	59,293 +6,327	+12%	+$494K	2.22%	8
2024 Q2	$3.75M	Buy	+52,966	New	+$3.76M	1.92%	11

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

Slagle Financial's NEE Position: Q2 2026 in Review

Slagle Financial increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $112K and bringing the position to 42,860 shares worth $3.76M. The position accounts for 1.13% of the portfolio, ranked #37.

Slagle Financial first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.19M in Q1 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Slagle Financial held 42,860 shares of NextEra Energy worth $3.76M as of Q2 2026.
Slagle Financial bought 1,235 NextEra Energy shares in Q2 2026, an estimated $112K.
NextEra Energy made up 1.13% of Slagle Financial's portfolio in Q2 2026, its #37 holding.
Slagle Financial first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Slagle Financial's NextEra Energy position peaked at $5.19M in Q1 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.