Thomas Story & Son’s NextEra Energy NEE Stock Holding History

Thomas Story & Son’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	$357K	Hold	4,070	–	–	0.13%	43
2026 Q1	$378K	Hold	4,070	–	–	0.15%	42
2025 Q4	$327K	Hold	4,070	–	–	0.12%	45
2025 Q3	$307K	Sell	4,070 -40	-1%	-$2.92K	0.11%	45
2025 Q2	$285K	Sell	4,110 -284	-6%	-$19.7K	0.11%	47
2025 Q1	$311K	Hold	4,394	–	–	0.12%	46
2024 Q4	$315K	Sell	4,394 -55	-1%	-$4.27K	0.13%	46
2024 Q3	$376K	Sell	4,449 -15	-0.3%	-$1.17K	0.15%	48
2024 Q2	$316K	Hold	4,464	–	–	0.14%	49
2024 Q1	$285K	Hold	4,464	–	–	0.12%	48
2023 Q4	$271K	Hold	4,464	–	–	0.13%	49
2023 Q3	$256K	Sell	4,464 -45	-1%	-$3.12K	0.12%	50
2023 Q2	$335K	Hold	4,509	–	–	0.15%	48
2023 Q1	$348K	Hold	4,509	–	–	0.17%	48
2022 Q4	$377K	Hold	4,509	–	–	0.19%	46
2022 Q3	$354K	Sell	4,509 -55	-1%	-$4.67K	0.19%	46
2022 Q2	$354K	Hold	4,564	–	–	0.17%	48
2022 Q1	$387K	Sell	4,564 -64	-1%	-$5.13K	0.15%	51
2021 Q4	$432K	Hold	4,628	–	–	0.17%	51
2021 Q3	$363K	Buy	4,628 +453	+11%	+$36.5K	0.15%	52
2021 Q2	$306K	Sell	4,175 -47	-1%	-$3.53K	0.11%	57
2021 Q1	$319K	Buy	4,222 +222	+6%	+$17.3K	0.12%	54
2020 Q4	$309K	Hold	4,000	–	–	0.13%	54
2020 Q3	$278K	Hold	4,000	–	–	0.12%	54
2020 Q2	$240K	Hold	4,000	–	–	0.11%	55
2020 Q1	$241K	Hold	4,000	–	–	0.14%	49
2019 Q4	$242K	Hold	4,000	–	–	0.12%	51
2019 Q3	$233K	Sell	4,000 -800	-17%	-$43.3K	0.12%	53
2019 Q2	$246K	Buy	+4,800	New	+$236K	0.13%	49

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Thomas Story & Son's NEE Position: Q2 2026 in Review

Thomas Story & Son held its NextEra Energy (NEE) position steady in Q2 2026 at 4,070 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #43.

Thomas Story & Son first reported a position in NEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $432K in Q4 2021. 1,446 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Thomas Story & Son held 4,070 shares of NextEra Energy worth $357K as of Q2 2026.
Thomas Story & Son left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.13% of Thomas Story & Son's portfolio in Q2 2026, its #43 holding.
Thomas Story & Son first reported a position in NextEra Energy in Q2 2019 and has held it in 29 quarters since.
Thomas Story & Son's NextEra Energy position peaked at $432K in Q4 2021.
1,446 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.