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Sompo Asset Management’s NextEra Energy NEE Stock Holding History

Sompo Asset Management’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 		$2.01M Sell
22,922
-30
-0.1% -$2.71K 0.33% 55
2026
Q1 		$2.13M Sell
22,952
-430
-2% -$38.2K 0.39% 49
2025
Q4 		$1.88M Sell
23,382
-600
-3% -$49.7K 0.32% 53
2025
Q3 		$1.81M Sell
23,982
-1,064
-4% -$77.7K 0.31% 54
2025
Q2 		$1.74M Buy
25,046
+3,205
+15% +$223K 0.3% 60
2025
Q1 		$1.55M Sell
21,841
-11,350
-34% -$801K 0.29% 60
2024
Q4 		$2.38M Sell
33,191
-12,230
-27% -$950K 0.4% 55
2024
Q3 		$3.84M Sell
45,421
-7,470
-14% -$583K 0.6% 45
2024
Q2 		$3.75M Sell
52,891
-6,965
-12% -$494K 0.63% 43
2024
Q1 		$3.83M Buy
59,856
+4,803
+9% +$281K 0.63% 45
2023
Q4 		$3.34M Buy
55,053
+41,143
+296% +$2.34M 0.6% 44
2023
Q3 		$797K Buy
+13,910
New +$963K 0.17% 97
2022
Q3 		– Sell
-3,990
Closed -$309K – 181
2022
Q2 		$309K Buy
3,990
+280
+8% +$21.3K 0.08% 125
2022
Q1 		$314K Buy
3,710
+690
+23% +$55.3K 0.07% 134
2021
Q4 		$281K Buy
3,020
+270
+10% +$23.3K 0.06% 142
2021
Q3 		$215K Sell
2,750
-330
-11% -$26.6K 0.05% 139
2021
Q2 		$226K Buy
+3,080
New +$231K 0.05% 140
2017
Q3 		– Sell
-91,720
Closed -$3.21M – 97
2017
Q2 		$3.21M Sell
91,720
-29,040
-24% -$993K 0.48% 71
2017
Q1 		$3.88M Buy
+120,760
New +$3.8M 0.48% 72

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Sompo Asset Management's NEE Position: Q2 2026 in Review

Sompo Asset Management reduced its NextEra Energy (NEE) stake by 0.13% in Q2 2026, selling an estimated $2.71K and leaving 22,922 shares worth $2.01M. The position accounts for 0.33% of the portfolio, ranked #55.

Sompo Asset Management first reported a position in NEE in Q1 2017 and has held it in 19 quarters since. The position peaked at $3.88M in Q1 2017. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sompo Asset Management held 22,922 shares of NextEra Energy worth $2.01M as of Q2 2026.
  • Sompo Asset Management sold 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
  • NextEra Energy made up 0.33% of Sompo Asset Management's portfolio in Q2 2026, its #55 holding.
  • Sompo Asset Management first reported a position in NextEra Energy in Q1 2017 and has held it in 19 quarters since.
  • Sompo Asset Management's NextEra Energy position peaked at $3.88M in Q1 2017.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.