Southland Equity Partners’s NextEra Energy NEE Stock Holding History

Southland Equity 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	$917K	Sell	10,448 -248	-2%	-$22.4K	0.16%	104
2026 Q1	$993K	Sell	10,696 -83	-0.8%	-$7.38K	0.19%	94
2025 Q4	$865K	Buy	10,779 +33	+0.3%	+$2.73K	0.17%	101
2025 Q3	$811K	Sell	10,746 -662	-6%	-$48.4K	0.16%	105
2025 Q2	$792K	Buy	11,408 +68	+0.6%	+$4.72K	0.17%	97
2025 Q1	$804K	Sell	11,340 -311	-3%	-$22K	0.19%	91
2024 Q4	$835K	Buy	11,651 +4,470	+62%	+$347K	0.19%	91
2024 Q3	$607K	Buy	7,181 +4,163	+138%	+$325K	0.15%	101
2024 Q2	$214K	Buy	+3,018	New	+$214K	0.06%	196
2023 Q1	–	Sell	-2,527	Closed	-$211K	–	179
2022 Q4	$211K	Sell	2,527 -124	-5%	-$10K	0.08%	164
2022 Q3	$208K	Sell	2,651 -163	-6%	-$13.8K	0.1%	148
2022 Q2	$218K	Buy	2,814 +16	+0.6%	+$1.22K	0.1%	149
2022 Q1	$237K	Buy	2,798 +42	+2%	+$3.37K	0.1%	155
2021 Q4	$257K	Hold	2,756	–	–	0.11%	146
2021 Q3	$216K	Hold	2,756	–	–	0.1%	152
2021 Q2	$202K	Buy	+2,756	New	+$207K	0.1%	157

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

Southland Equity Partners's NEE Position: Q2 2026 in Review

Southland Equity Partners reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $22.4K and leaving 10,448 shares worth $917K. The position accounts for 0.16% of the portfolio, ranked #104.

Southland Equity Partners first reported a position in NEE in Q2 2021 and has held it in 16 quarters since. The position peaked at $993K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Southland Equity Partners held 10,448 shares of NextEra Energy worth $917K as of Q2 2026.
Southland Equity Partners sold 248 NextEra Energy shares in Q2 2026, an estimated $22.4K.
NextEra Energy made up 0.16% of Southland Equity Partners's portfolio in Q2 2026, its #104 holding.
Southland Equity Partners first reported a position in NextEra Energy in Q2 2021 and has held it in 16 quarters since.
Southland Equity Partners's NextEra Energy position peaked at $993K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.