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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 		– Hold
0
– – – 466
2026
Q1 		– Hold
0
– – – 468
2024
Q4 		– Hold
0
– -$42.3K – 607
2024
Q3 		– Hold
0
– – – 496
2024
Q2 		– Hold
0
– – – 495

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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

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. 982 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.
  • 982 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.