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SlateStone Wealth’s NextEra Energy NEE Stock Holding History

SlateStone Wealth’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 		$14.5M Buy
165,493
+3,344
+2% +$302K 1.11% 27
2026
Q1 		$15.1M Buy
162,149
+5,220
+3% +$464K 1.24% 21
2025
Q4 		$12.6M Buy
156,929
+1,752
+1% +$145K 1.05% 25
2025
Q3 		$11.7M Buy
155,177
+2,462
+2% +$180K 1.01% 27
2025
Q2 		$10.6M Buy
152,715
+1,783
+1% +$124K 0.99% 29
2025
Q1 		$10.7M Sell
150,932
-766
-0.5% -$54.1K 1.07% 29
2024
Q4 		$10.9M Buy
151,698
+3,575
+2% +$278K 1.07% 25
2024
Q3 		$12.5M Buy
148,123
+44,898
+43% +$3.5M 1.13% 21
2024
Q2 		$7.31M Sell
103,225
-34,373
-25% -$2.44M 0.79% 34
2024
Q1 		$8.79M Buy
137,598
+55,792
+68% +$3.27M 0.88% 32
2023
Q4 		$4.97M Buy
81,806
+1,357
+2% +$77.3K 0.64% 45
2023
Q3 		$4.61M Buy
80,449
+60,137
+296% +$4.16M 0.67% 42
2023
Q2 		$1.51M Sell
20,312
-635
-3% -$48.1K 0.28% 73
2023
Q1 		$1.61M Buy
20,947
+2,892
+16% +$222K 0.33% 72
2022
Q4 		$1.51M Buy
18,055
+5,071
+39% +$410K 0.36% 65
2022
Q3 		$1.02M Buy
12,984
+639
+5% +$54.2K 0.27% 78
2022
Q2 		$956K Buy
12,345
+718
+6% +$54.7K 0.24% 80
2022
Q1 		$985K Sell
11,627
-3,054
-21% -$245K 0.22% 76
2021
Q4 		$1.37M Buy
14,681
+288
+2% +$24.9K 0.29% 70
2021
Q3 		$1.13M Buy
14,393
+750
+5% +$60.5K 0.26% 80
2021
Q2 		$1M Buy
13,643
+4,806
+54% +$361K 0.23% 86
2021
Q1 		$668K Sell
8,837
-663
-7% -$51.7K 0.17% 97
2020
Q4 		$733K Sell
9,500
-17,788
-65% -$1.33M 0.18% 98
2020
Q3 		$1.89M Buy
27,288
+392
+1% +$27.1K 0.41% 66
2020
Q2 		$1.61M Buy
26,896
+3,100
+13% +$186K 0.36% 73
2020
Q1 		$1.43M Sell
23,796
-584
-2% -$36.7K 0.41% 64
2019
Q4 		$1.48M Buy
24,380
+5,588
+30% +$326K 0.34% 81
2019
Q3 		$1.09M Sell
18,792
-24
-0.1% -$1.3K 0.32% 77
2019
Q2 		$964K Buy
18,816
+960
+5% +$47.2K 0.27% 82
2019
Q1 		$863K Buy
17,856
+3,088
+21% +$141K 0.27% 77
2018
Q4 		$642K Buy
+14,768
New +$646K 0.3% 66

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
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

SlateStone Wealth's NEE Position: Q2 2026 in Review

SlateStone Wealth increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $302K and bringing the position to 165,493 shares worth $14.5M. The position accounts for 1.11% of the portfolio, ranked #27.

SlateStone Wealth first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SlateStone Wealth held 165,493 shares of NextEra Energy worth $14.5M as of Q2 2026.
  • SlateStone Wealth bought 3,344 NextEra Energy shares in Q2 2026, an estimated $302K.
  • NextEra Energy made up 1.11% of SlateStone Wealth's portfolio in Q2 2026, its #27 holding.
  • SlateStone Wealth first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • SlateStone Wealth's NextEra Energy position peaked at $15.1M in Q1 2026.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.