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Steph & Co’s NextEra Energy NEE Stock Holding History

Steph & Co’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 		$113K Sell
1,284
-161
-11% -$14.6K 0.03% 134
2026
Q1 		$134K Buy
1,445
+22
+2% +$1.96K 0.04% 118
2025
Q4 		$114K Buy
1,423
+44
+3% +$3.64K 0.03% 137
2025
Q3 		$104K Buy
1,379
+154
+13% +$11.3K 0.03% 146
2025
Q2 		$85K Hold
1,225
– – 0.03% 152
2025
Q1 		$86.8K Buy
1,225
+41
+3% +$2.89K 0.03% 155
2024
Q4 		$84.9K Sell
1,184
-59
-5% -$4.58K 0.03% 160
2024
Q3 		$105K Hold
1,243
– – 0.03% 155
2024
Q2 		$88K Buy
1,243
+15
+1% +$1.06K 0.03% 159
2024
Q1 		$78.5K Buy
1,228
+181
+17% +$10.6K 0.03% 162
2023
Q4 		$63.6K Sell
1,047
-167
-14% -$9.52K 0.03% 156
2023
Q3 		$69.5K Buy
1,214
+167
+16% +$11.6K 0.04% 161
2023
Q2 		$77.7K Sell
1,047
-281
-21% -$21.3K 0.04% 151
2023
Q1 		$102K Hold
1,328
– – 0.06% 138
2022
Q4 		$111K Hold
1,328
– – 0.07% 138
2022
Q3 		$104K Hold
1,328
– – 0.07% 127
2022
Q2 		$103K Hold
1,328
– – 0.06% 128
2022
Q1 		$112K Sell
1,328
-800
-38% -$64.1K 0.07% 142
2021
Q4 		$199K Buy
2,128
+800
+60% +$69.1K 0.12% 100
2021
Q3 		$104K Hold
1,328
– – 0.07% 137
2021
Q2 		$97K Hold
1,328
– – 0.06% 138
2021
Q1 		$100K Hold
1,328
– – 0.07% 137
2020
Q4 		$102K Hold
1,328
– – 0.08% 134
2020
Q3 		$92K Hold
1,328
– – 0.09% 129
2020
Q2 		$80K Hold
1,328
– – 0.08% 141
2020
Q1 		$80K Hold
1,328
– – 0.09% 116
2019
Q4 		$80K Buy
+1,328
New +$77.5K 0.07% 155

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Steph & Co's NEE Position: Q2 2026 in Review

Steph & Co reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $14.6K and leaving 1,284 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #134.

Steph & Co first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $199K in Q4 2021. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Steph & Co held 1,284 shares of NextEra Energy worth $113K as of Q2 2026.
  • Steph & Co sold 161 NextEra Energy shares in Q2 2026, an estimated $14.6K.
  • NextEra Energy made up 0.03% of Steph & Co's portfolio in Q2 2026, its #134 holding.
  • Steph & Co first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's NextEra Energy position peaked at $199K in Q4 2021.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.