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Telos Capital Management’s NextEra Energy NEE Stock Holding History

Telos Capital 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 		$7.7M Buy
87,769
+906
+1% +$82K 0.68% 50
2026
Q1 		$8.07M Sell
86,863
-1,942
-2% -$173K 0.77% 46
2025
Q4 		$7.13M Sell
88,805
-2,818
-3% -$233K 0.66% 55
2025
Q3 		$6.92M Buy
91,623
+508
+0.6% +$37.1K 0.66% 58
2025
Q2 		$6.33M Buy
91,115
+619
+0.7% +$43K 0.64% 59
2025
Q1 		$6.42M Buy
90,496
+1,249
+1% +$88.2K 0.7% 55
2024
Q4 		$6.4M Buy
89,247
+2,582
+3% +$201K 0.68% 57
2024
Q3 		$7.33M Buy
86,665
+756
+0.9% +$59K 0.77% 45
2024
Q2 		$6.08M Buy
85,909
+74,479
+652% +$5.28M 0.67% 52
2024
Q1 		$730K Sell
11,430
-220
-2% -$12.9K 0.08% 125
2023
Q4 		$708K Buy
11,650
+62
+0.5% +$3.53K 0.09% 130
2023
Q3 		$664K Buy
11,588
+101
+0.9% +$6.99K 0.09% 124
2023
Q2 		$852K Sell
11,487
-5,928
-34% -$449K 0.11% 118
2023
Q1 		$1.34M Sell
17,415
-684
-4% -$52.6K 0.19% 93
2022
Q4 		$1.51M Sell
18,099
-233
-1% -$18.8K 0.22% 95
2022
Q3 		$1.44M Buy
18,332
+924
+5% +$78.4K 0.24% 95
2022
Q2 		$1.35M Sell
17,408
-61
-0.3% -$4.64K 0.21% 98
2022
Q1 		$1.48M Sell
17,469
-1,187
-6% -$95.1K 0.19% 99
2021
Q4 		$1.74M Sell
18,656
-187
-1% -$16.2K 0.22% 95
2021
Q3 		$1.48M Sell
18,843
-1,186
-6% -$95.7K 0.2% 101
2021
Q2 		$1.47M Sell
20,029
-2,098
-9% -$157K 0.19% 102
2021
Q1 		$1.67M Sell
22,127
-2,295
-9% -$179K 0.24% 100
2020
Q4 		$1.88M Buy
24,422
+4,230
+21% +$316K 0.29% 92
2020
Q3 		$1.4M Sell
20,192
-2,868
-12% -$198K 0.24% 93
2020
Q2 		$1.39M Sell
23,060
-432
-2% -$25.9K 0.27% 94
2020
Q1 		$1.41M Buy
23,492
+3,776
+19% +$237K 0.35% 83
2019
Q4 		$1.19M Sell
19,716
-688
-3% -$40.2K 0.27% 96
2019
Q3 		$1.19M Sell
20,404
-3,208
-14% -$174K 0.33% 86
2019
Q2 		$1.21M Sell
23,612
-3,132
-12% -$154K 0.35% 81
2019
Q1 		$1.29M Buy
26,744
+12,964
+94% +$593K 0.4% 80
2018
Q4 		$599K Buy
13,780
+116
+0.8% +$5.07K 0.22% 94
2018
Q3 		$573K Sell
13,664
-136
-1% -$5.79K 0.18% 108
2018
Q2 		$576K Buy
13,800
+672
+5% +$27.1K 0.2% 101
2018
Q1 		$536K Sell
13,128
-100
-0.8% -$3.86K 0.19% 101
2017
Q4 		$516K Buy
13,228
+3,872
+41% +$149K 0.18% 100
2017
Q3 		$343K Sell
9,356
-156
-2% -$5.71K 0.13% 119
2017
Q2 		$334K Sell
9,512
-204
-2% -$6.97K 0.13% 120
2017
Q1 		$312K Sell
9,716
-188
-2% -$5.91K 0.13% 121
2016
Q4 		$296K Buy
9,904
+176
+2% +$5.26K 0.13% 120
2016
Q3 		$298K Buy
9,728
+2,772
+40% +$87.3K 0.14% 118
2016
Q2 		$227K Sell
6,956
-3,200
-32% -$96.1K 0.11% 127
2016
Q1 		$301K Sell
10,156
-80
-0.8% -$2.25K 0.16% 116
2015
Q4 		$266K Buy
10,236
+140
+1% +$3.54K 0.14% 128
2015
Q3 		$246K Sell
10,096
-336
-3% -$8.54K 0.15% 123
2015
Q2 		$255K Sell
10,432
-9,576
-48% -$243K 0.14% 131
2015
Q1 		$521K Sell
20,008
-1,956
-9% -$51.6K 0.3% 95
2014
Q4 		$584K Sell
21,964
-1,720
-7% -$43.4K 0.36% 91
2014
Q3 		$556K Sell
23,684
-700
-3% -$16.9K 0.35% 97
2014
Q2 		$625K Buy
24,384
+784
+3% +$19.1K 0.39% 91
2014
Q1 		$564K Buy
23,600
+7,948
+51% +$180K 0.39% 86
2013
Q4 		$335K Hold
15,652
– – 0.25% 115
2013
Q3 		$314K Sell
15,652
-16,000
-51% -$330K 0.25% 108
2013
Q2 		$644K Buy
+31,652
New +$628K 0.57% 66

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
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
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

Telos Capital Management's NEE Position: Q2 2026 in Review

Telos Capital Management increased its NextEra Energy (NEE) stake by 1% in Q2 2026, buying an estimated $82K and bringing the position to 87,769 shares worth $7.7M. The position accounts for 0.68% of the portfolio, ranked #50.

Telos Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.07M in Q1 2026. 998 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Telos Capital Management held 87,769 shares of NextEra Energy worth $7.7M as of Q2 2026.
  • Telos Capital Management bought 906 NextEra Energy shares in Q2 2026, an estimated $82K.
  • NextEra Energy made up 0.68% of Telos Capital Management's portfolio in Q2 2026, its #50 holding.
  • Telos Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Telos Capital Management's NextEra Energy position peaked at $8.07M in Q1 2026.
  • 998 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.