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Spire Wealth Management’s NextEra Energy NEE Stock Holding History

Spire Wealth 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 		$3.14M Sell
35,740
-5,196
-13% -$470K 0.09% 189
2026
Q1 		$3.8M Buy
40,936
+6,133
+18% +$545K 0.13% 160
2025
Q4 		$2.79M Sell
34,803
-1,389
-4% -$115K 0.09% 196
2025
Q3 		$2.73M Sell
36,192
-62,674
-63% -$4.58M 0.09% 183
2025
Q2 		$6.73M Sell
98,866
-50,979
-34% -$3.54M 0.24% 85
2025
Q1 		$10.6M Sell
149,845
-9,923
-6% -$700K 0.34% 64
2024
Q4 		$11.5M Buy
159,768
+3,824
+2% +$297K 0.36% 59
2024
Q3 		$13.2M Buy
155,944
+27,326
+21% +$2.13M 0.44% 46
2024
Q2 		$9.1M Sell
128,618
-10,589
-8% -$751K 0.32% 66
2024
Q1 		$17M Sell
139,207
-2,775
-2% -$163K 0.31% 74
2023
Q4 		$8.13M Buy
141,982
+13,262
+10% +$756K 0.27% 79
2023
Q3 		$7.37M Sell
128,720
-34,345
-21% -$2.38M 0.28% 73
2023
Q2 		$12.1M Sell
163,065
-43,935
-21% -$3.33M 0.45% 49
2023
Q1 		$16M Buy
207,000
+37,422
+22% +$2.88M 0.62% 29
2022
Q4 		$14.2M Buy
169,578
+1,350
+0.8% +$109K 0.8% 26
2022
Q3 		$13.2M Sell
168,228
-63,983
-28% -$5.43M 0.8% 26
2022
Q2 		$18M Sell
232,211
-70,456
-23% -$5.36M 0.74% 24
2022
Q1 		$25.7M Sell
302,667
-40,586
-12% -$3.25M 0.69% 27
2021
Q4 		$32M Buy
343,253
+4,805
+1% +$415K 0.71% 24
2021
Q3 		$26.6M Sell
338,448
-471
-0.1% -$38K 0.7% 26
2021
Q2 		$24.8M Sell
338,919
-7,870
-2% -$591K 0.67% 27
2021
Q1 		$26M Buy
+346,789
New +$27.1M 0.69% 25

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

Spire Wealth Management's NEE Position: Q2 2026 in Review

Spire Wealth Management reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $470K and leaving 35,740 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #189.

Spire Wealth Management first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $32M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Spire Wealth Management held 35,740 shares of NextEra Energy worth $3.14M as of Q2 2026.
  • Spire Wealth Management sold 5,196 NextEra Energy shares in Q2 2026, an estimated $470K.
  • NextEra Energy made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Spire Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's NextEra Energy position peaked at $32M in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.