Ulland Investment Advisors’s NextEra Energy NEE Stock Holding History

Ulland Investment Advisors’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	$39K	Hold	444	–	–	0.03%	132
2026 Q1	$41K	Hold	444	–	–	0.04%	126
2025 Q4	$36K	Buy	444 +50	+13%	+$4.14K	0.03%	127
2025 Q3	$30K	Hold	394	–	–	0.02%	136
2025 Q2	$27K	Hold	394	–	–	0.02%	135
2025 Q1	$28K	Hold	394	–	–	0.02%	136
2024 Q4	$28K	Hold	394	–	–	0.02%	136
2024 Q3	$33K	Hold	394	–	–	0.02%	122
2024 Q2	$28K	Hold	394	–	–	0.02%	127
2024 Q1	$25K	Hold	394	–	–	0.02%	138
2023 Q4	$24K	Hold	394	–	–	0.02%	129
2023 Q3	$23K	Hold	394	–	–	0.03%	132
2023 Q2	$29K	Hold	394	–	–	0.03%	119
2023 Q1	$30K	Hold	394	–	–	0.04%	112
2022 Q4	$33K	Hold	394	–	–	0.04%	109
2022 Q3	$31K	Sell	394 -160	-29%	-$13.6K	0.03%	109
2022 Q2	$43K	Hold	554	–	–	0.04%	104
2022 Q1	$47K	Buy	554 +160	+41%	+$12.8K	0.04%	111
2021 Q4	$37K	Buy	+394	New	+$34.1K	0.02%	116

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 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ulland Investment Advisors's NEE Position: Q2 2026 in Review

Ulland Investment Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 444 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #132.

Ulland Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $47K in Q1 2022. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ulland Investment Advisors held 444 shares of NextEra Energy worth $39K as of Q2 2026.
Ulland Investment Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #132 holding.
Ulland Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's NextEra Energy position peaked at $47K in Q1 2022.
1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.