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SteelPeak Wealth’s NextEra Energy NEE Stock Holding History

SteelPeak 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 		$7.05M Buy
80,295
+3,057
+4% +$277K 0.18% 103
2026
Q1 		$7.17M Buy
77,238
+74,414
+2,635% +$6.62M 0.22% 93
2025
Q4 		$227K Sell
2,824
-510
-15% -$42.2K 0.01% 483
2025
Q3 		$252K Buy
+3,334
New +$244K 0.01% 500
2025
Q2 		– Sell
-2,945
Closed -$209K – 631
2025
Q1 		$209K Buy
+2,945
New +$208K 0.01% 484
2024
Q4 		– Sell
-72,994
Closed -$6.17M – 608
2024
Q3 		$6.17M Buy
72,994
+48,151
+194% +$3.76M 0.27% 76
2024
Q2 		$1.76M Sell
24,843
-6,767
-21% -$480K 0.08% 183
2024
Q1 		$2.02M Buy
31,610
+7,952
+34% +$466K 0.1% 165
2023
Q4 		$1.44M Buy
23,658
+3,201
+16% +$182K 0.08% 171
2023
Q3 		$1.17M Buy
+20,457
New +$1.42M 0.07% 177
2023
Q1 		– Sell
-7,248
Closed -$606K – 438
2022
Q4 		$606K Sell
7,248
-1,507
-17% -$122K 0.04% 220
2022
Q3 		$686K Buy
+8,755
New +$743K 0.05% 202
2022
Q1 		– Sell
-2,644
Closed -$247K – 466
2021
Q4 		$247K Sell
2,644
-1,112
-30% -$96.1K 0.01% 357
2021
Q3 		$295K Sell
3,756
-19,381
-84% -$1.56M 0.02% 336
2021
Q2 		$1.7M Sell
23,137
-4,502
-16% -$338K 0.12% 122
2021
Q1 		$2.09M Buy
27,639
+9,896
+56% +$772K 0.16% 103
2020
Q4 		$1.37M Buy
+17,743
New +$1.33M 0.12% 131
2020
Q2 		– Sell
-5,264
Closed -$317K – 299
2020
Q1 		$317K Buy
+5,264
New +$331K 0.05% 172

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SteelPeak Wealth's NEE Position: Q2 2026 in Review

SteelPeak Wealth increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $277K and bringing the position to 80,295 shares worth $7.05M. The position accounts for 0.18% of the portfolio, ranked #103.

SteelPeak Wealth first reported a position in NEE in Q1 2020 and has held it in 18 quarters since. The position peaked at $7.17M in Q1 2026. 1,205 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SteelPeak Wealth held 80,295 shares of NextEra Energy worth $7.05M as of Q2 2026.
  • SteelPeak Wealth bought 3,057 NextEra Energy shares in Q2 2026, an estimated $277K.
  • NextEra Energy made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #103 holding.
  • SteelPeak Wealth first reported a position in NextEra Energy in Q1 2020 and has held it in 18 quarters since.
  • SteelPeak Wealth's NextEra Energy position peaked at $7.17M in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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