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Spinnaker Investment Group’s NextEra Energy NEE Stock Holding History

Spinnaker Investment Group’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 		$243K Buy
2,772
+358
+15% +$32.4K 0.04% 153
2026
Q1 		$224K Sell
2,414
-92
-4% -$8.18K 0.05% 129
2025
Q4 		$201K Buy
+2,506
New +$208K 0.04% 164

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Spinnaker Investment Group's NEE Position: Q2 2026 in Review

Spinnaker Investment Group increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $32.4K and bringing the position to 2,772 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #153.

Spinnaker Investment Group first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Spinnaker Investment Group held 2,772 shares of NextEra Energy worth $243K as of Q2 2026.
  • Spinnaker Investment Group bought 358 NextEra Energy shares in Q2 2026, an estimated $32.4K.
  • NextEra Energy made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #153 holding.
  • Spinnaker Investment Group first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.