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TCV Trust & Wealth Management’s NextEra Energy NEE Stock Holding History

TCV Trust & Wealth Management’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 		$693K Buy
7,890
+706
+10% +$63.9K 0.05% 132
2026
Q1 		$667K Sell
7,184
-185
-3% -$16.4K 0.06% 127
2025
Q4 		$592K Hold
7,369
– – 0.05% 134
2025
Q3 		$556K Sell
7,369
-108
-1% -$7.89K 0.05% 134
2025
Q2 		$519K Sell
7,477
-71
-0.9% -$4.93K 0.05% 144
2025
Q1 		$535K Sell
7,548
-49
-0.6% -$3.46K 0.05% 136
2024
Q4 		$545K Sell
7,597
-2,450
-24% -$190K 0.05% 132
2024
Q3 		$849K Sell
10,047
-282
-3% -$22K 0.08% 108
2024
Q2 		$731K Sell
10,329
-16
-0.2% -$1.14K 0.07% 114
2024
Q1 		$661K Sell
10,345
-1,185
-10% -$69.4K 0.06% 124
2023
Q4 		$700K Sell
11,530
-1,082
-9% -$61.7K 0.07% 118
2023
Q3 		$723K Buy
12,612
+3,572
+40% +$247K 0.08% 114
2023
Q2 		$671K Buy
9,040
+264
+3% +$20K 0.07% 119
2023
Q1 		$676K Buy
8,776
+1,075
+14% +$82.7K 0.08% 120
2022
Q4 		$644K Buy
7,701
+154
+2% +$12.4K 0.07% 130
2022
Q3 		$592K Sell
7,547
-678
-8% -$57.5K 0.08% 124
2022
Q2 		$637K Buy
8,225
+520
+7% +$39.6K 0.08% 125
2022
Q1 		$653K Buy
+7,705
New +$617K 0.07% 129
2021
Q4 		– Sell
-6,013
Closed -$472K – 218
2021
Q3 		$472K Sell
6,013
-50
-0.8% -$4.03K 0.05% 139
2021
Q2 		$449K Buy
+6,063
New +$455K 0.05% 139
2021
Q1 		– Sell
-6,733
Closed -$520K – 194
2020
Q4 		$520K Sell
6,733
-175
-3% -$13.1K 0.06% 130
2020
Q3 		$479K Sell
6,908
-584
-8% -$40.3K 0.06% 126
2020
Q2 		$450K Sell
7,492
-180
-2% -$10.8K 0.06% 125
2020
Q1 		$462K Sell
7,672
-292
-4% -$18.4K 0.08% 115
2019
Q4 		$482K Sell
7,964
-708
-8% -$41.3K 0.06% 129
2019
Q3 		$505K Sell
8,672
-200
-2% -$10.8K 0.07% 124
2019
Q2 		$454K Buy
8,872
+724
+9% +$35.6K 0.06% 140
2019
Q1 		$394K Sell
8,148
-4,844
-37% -$221K 0.05% 152
2018
Q4 		$564K Sell
12,992
-992
-7% -$43.4K 0.08% 128
2018
Q3 		$586K Hold
13,984
– – 0.08% 130
2018
Q2 		$584K Sell
13,984
-580
-4% -$23.4K 0.08% 128
2018
Q1 		$595K Buy
14,564
+2,516
+21% +$97K 0.09% 125
2017
Q4 		$470K Sell
12,048
-100
-0.8% -$3.86K 0.07% 137
2017
Q3 		$445K Sell
12,148
-140
-1% -$5.13K 0.07% 135
2017
Q2 		$431K Sell
12,288
-240
-2% -$8.2K 0.07% 138
2017
Q1 		$402K Buy
+12,528
New +$394K 0.06% 142
2016
Q4 		– Sell
-12,208
Closed -$373K – 180
2016
Q3 		$373K Hold
12,208
– – 0.06% 131
2016
Q2 		$398K Buy
12,208
+1,600
+15% +$48K 0.07% 127
2016
Q1 		$314K Hold
10,608
– – 0.06% 133
2015
Q4 		$275K Hold
10,608
– – 0.05% 144
2015
Q3 		$259K Hold
10,608
– – 0.05% 152
2015
Q2 		$260K Sell
10,608
-100
-0.9% -$2.54K 0.04% 156
2015
Q1 		$279K Hold
10,708
– – 0.05% 159
2014
Q4 		$285K Buy
10,708
+680
+7% +$17.2K 0.05% 152
2014
Q3 		$236K Hold
10,028
– – 0.04% 158
2014
Q2 		$257K Buy
+10,028
New +$244K 0.04% 157
2014
Q1 		– Sell
-9,760
Closed -$209K – 171
2013
Q4 		$209K Buy
+9,760
New +$206K 0.04% 164
2013
Q3 		– Sell
-9,960
Closed -$203K – 161
2013
Q2 		$203K Buy
+9,960
New +$198K 0.04% 149

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TCV Trust & Wealth Management's NEE Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its NextEra Energy (NEE) stake by 9.8% in Q2 2026, buying an estimated $63.9K and bringing the position to 7,890 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #132.

TCV Trust & Wealth Management first reported a position in NEE in Q2 2013 and has held it in 48 quarters since. The position peaked at $849K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TCV Trust & Wealth Management held 7,890 shares of NextEra Energy worth $693K as of Q2 2026.
  • TCV Trust & Wealth Management bought 706 NextEra Energy shares in Q2 2026, an estimated $63.9K.
  • NextEra Energy made up 0.05% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #132 holding.
  • TCV Trust & Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 48 quarters since.
  • TCV Trust & Wealth Management's NextEra Energy position peaked at $849K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.