TI
NEE icon

TrueMark Investments’s NextEra Energy NEE Stock Holding History

TrueMark Investments’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 		$13M Buy
148,289
+20,844
+16% +$1.89M 1.63% 21
2026
Q1 		$11.8M Sell
127,445
-7,704
-6% -$685K 2.3% 7
2025
Q4 		$10.8M Buy
135,149
+10,306
+8% +$854K 2.07% 5
2025
Q3 		$9.42M Buy
124,843
+22,950
+23% +$1.68M 1.64% 7
2025
Q2 		$7.07M Buy
101,893
+8,302
+9% +$577K 1.53% 12
2025
Q1 		$6.63M Buy
93,591
+29,021
+45% +$2.05M 1.74% 10
2024
Q4 		$4.63M Sell
64,570
-24,097
-27% -$1.87M 1.48% 26
2024
Q3 		$7.5M Buy
88,667
+6,347
+8% +$495K 2.41% 1
2024
Q2 		$5.83M Buy
82,320
+35,051
+74% +$2.49M 1.99% 3
2024
Q1 		$3.02M Sell
47,269
-369
-0.8% -$21.6K 2.77% 9
2023
Q4 		$2.89M Buy
+47,638
New +$2.71M 2.88% 3

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

TrueMark Investments's NEE Position: Q2 2026 in Review

TrueMark Investments increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $1.89M and bringing the position to 148,289 shares worth $13M. The position accounts for 1.63% of the portfolio, ranked #21.

TrueMark Investments first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TrueMark Investments held 148,289 shares of NextEra Energy worth $13M as of Q2 2026.
  • TrueMark Investments bought 20,844 NextEra Energy shares in Q2 2026, an estimated $1.89M.
  • NextEra Energy made up 1.63% of TrueMark Investments's portfolio in Q2 2026, its #21 holding.
  • TrueMark Investments first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.