Sulzberger Capital Advisors’s NextEra Energy NEE Stock Holding History

Sulzberger Capital Advisors’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	$3.11M	Buy	35,479 +667	+2%	+$60.3K	3.04%	10
2026 Q1	$3.23M	Buy	34,812 +1,062	+3%	+$94.4K	3.3%	10
2025 Q4	$2.71M	Hold	33,750	–	–	2.74%	11
2025 Q3	$2.55M	Buy	33,750 +300	+0.9%	+$21.9K	2.84%	10
2025 Q2	$2.32M	Sell	33,450 -750	-2%	-$52.1K	2.72%	9
2025 Q1	$2.42M	Sell	34,200 -7,245	-17%	-$511K	3.19%	9
2024 Q4	$2.97M	Buy	+41,445	New	+$3.22M	3.36%	12

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Sulzberger Capital Advisors's NEE Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its NextEra Energy (NEE) stake by 1.9% in Q2 2026, buying an estimated $60.3K and bringing the position to 35,479 shares worth $3.11M. The position accounts for 3.04% of the portfolio, ranked #10.

Sulzberger Capital Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sulzberger Capital Advisors held 35,479 shares of NextEra Energy worth $3.11M as of Q2 2026.
Sulzberger Capital Advisors bought 667 NextEra Energy shares in Q2 2026, an estimated $60.3K.
NextEra Energy made up 3.04% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #10 holding.
Sulzberger Capital Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's NextEra Energy position peaked at $3.23M in Q1 2026.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.