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Titleist Asset Management’s NextEra Energy NEE Stock Holding History

Titleist Asset 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 		$401K Sell
4,565
-1,774
-28% -$160K 0.03% 305
2026
Q1 		$589K Sell
6,339
-66
-1% -$5.87K 0.04% 237
2025
Q4 		$514K Buy
6,405
+416
+7% +$34.5K 0.04% 219
2025
Q3 		$452K Sell
5,989
-220
-4% -$16.1K 0.04% 213
2025
Q2 		$431K Buy
6,209
+71
+1% +$4.93K 0.04% 219
2025
Q1 		$435K Sell
6,138
-308
-5% -$21.7K 0.05% 203
2024
Q4 		$462K Sell
6,446
-4,212
-40% -$327K 0.05% 203
2024
Q3 		$901K Buy
10,658
+415
+4% +$32.4K 0.13% 125
2024
Q2 		$725K Buy
10,243
+3,367
+49% +$239K 0.11% 131
2024
Q1 		$439K Sell
6,876
-4,320
-39% -$253K 0.08% 170
2023
Q4 		$680K Buy
+11,196
New +$638K 0.13% 122

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
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Titleist Asset Management's NEE Position: Q2 2026 in Review

Titleist Asset Management reduced its NextEra Energy (NEE) stake by 28% in Q2 2026, selling an estimated $160K and leaving 4,565 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #305.

Titleist Asset Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q3 2024. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Titleist Asset Management held 4,565 shares of NextEra Energy worth $401K as of Q2 2026.
  • Titleist Asset Management sold 1,774 NextEra Energy shares in Q2 2026, an estimated $160K.
  • NextEra Energy made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #305 holding.
  • Titleist Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Titleist Asset Management's NextEra Energy position peaked at $901K in Q3 2024.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.