Towarzystwo Funduszy Inwestycyjnych PZU SA’s NextEra Energy NEE Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$845K	Buy	9,630 +3,430	+55%	+$310K	0.24%	64
2026 Q1	$576K	Buy	6,200 +150	+2%	+$13.3K	0.19%	85
2025 Q4	$486K	Buy	6,050 +1,530	+34%	+$127K	0.12%	97
2025 Q3	$341K	Buy	4,520 +60	+1%	+$4.38K	0.08%	123
2025 Q2	$310K	Buy	4,460 +2,240	+101%	+$156K	0.09%	118
2025 Q1	$157K	Hold	2,220	–	–	0.05%	168
2024 Q4	$159K	Buy	2,220 +408	+23%	+$31.7K	0.05%	157
2024 Q3	$153K	Hold	1,812	–	–	0.06%	148
2024 Q2	$128K	Hold	1,812	–	–	0.05%	152
2024 Q1	$116K	Hold	1,812	–	–	0.05%	171
2023 Q4	$110K	Buy	+1,812	New	+$103K	0.05%	155
2021 Q3	$89.7K	Buy	1,142 +350	+44%	+$28.2K	0.11%	88
2021 Q2	$58K	Hold	792	–	–	0.07%	122
2021 Q1	$59.9K	Hold	792	–	–	0.09%	109
2020 Q4	$61.1K	Buy	+792	New	+$59.2K	0.06%	87

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's NEE Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its NextEra Energy (NEE) stake by 55% in Q2 2026, buying an estimated $310K and bringing the position to 9,630 shares worth $845K. The position accounts for 0.24% of the portfolio, ranked #64.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. 2,422 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 9,630 shares of NextEra Energy worth $845K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 3,430 NextEra Energy shares in Q2 2026, an estimated $310K.
NextEra Energy made up 0.24% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #64 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
2,422 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.