Strategic Investment Solutions’s NextEra Energy NEE Stock Holding History

Strategic Investment Solutions’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	$120K	Sell	1,372 -888	-39%	-$80.3K	0.03%	188
2026 Q1	$210K	Buy	2,260 +26	+1%	+$2.31K	0.05%	143
2025 Q4	$179K	Buy	2,234 +16	+0.7%	+$1.32K	0.04%	142
2025 Q3	$167K	Buy	2,218 +16	+0.7%	+$1.17K	0.04%	150
2025 Q2	$153K	Sell	2,202 -737	-25%	-$51.2K	0.05%	142
2025 Q1	$208K	Sell	2,939 -5	-0.2%	-$353	0.06%	103
2024 Q4	$193K	Buy	2,944 +47	+2%	+$3.65K	0.06%	98
2024 Q3	$245K	Buy	2,897 +66	+2%	+$5.15K	0.07%	90
2024 Q2	$215K	Buy	+2,831	New	+$201K	0.07%	93
2023 Q4	$211K	Sell	3,471 -101,850	-97%	-$5.8M	0.04%	192
2023 Q3	$7.29M	Buy	105,321 +103,661	+6,245%	+$7.18M	0.09%	116
2023 Q2	$121K	Sell	1,660 -2,011	-55%	-$152K	0.02%	195
2023 Q1	$283K	Buy	3,671 +20	+0.5%	+$1.54K	0.06%	144
2022 Q4	$276K	Buy	+3,651	New	+$295K	0.14%	76

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Strategic Investment Solutions's NEE Position: Q2 2026 in Review

Strategic Investment Solutions reduced its NextEra Energy (NEE) stake by 39% in Q2 2026, selling an estimated $80.3K and leaving 1,372 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #188.

Strategic Investment Solutions first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.29M in Q3 2023. 1,194 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Strategic Investment Solutions held 1,372 shares of NextEra Energy worth $120K as of Q2 2026.
Strategic Investment Solutions sold 888 NextEra Energy shares in Q2 2026, an estimated $80.3K.
NextEra Energy made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #188 holding.
Strategic Investment Solutions first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's NextEra Energy position peaked at $7.29M in Q3 2023.
1,194 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.