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Valley Brook Capital Group’s NextEra Energy NEE Stock Holding History

Valley Brook Capital Group’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 		$1.24M Buy
14,147
+90
+0.6% +$8.14K 0.7% 41
2026
Q1 		$1.31M Hold
14,057
– – 0.88% 36
2025
Q4 		$1.13M Sell
14,057
-136
-1% -$11.3K 0.75% 36
2025
Q3 		$1.07M Sell
14,193
-270
-2% -$19.7K 0.72% 41
2025
Q2 		$1M Sell
14,463
-505
-3% -$35.1K 0.75% 39
2025
Q1 		$1.06M Sell
14,968
-641
-4% -$45.2K 0.83% 36
2024
Q4 		$1.12M Sell
15,609
-1,156
-7% -$89.8K 0.84% 35
2024
Q3 		$1.42M Sell
16,765
-175
-1% -$13.7K 1.02% 29
2024
Q2 		$1.2M Sell
16,940
-300
-2% -$21.3K 0.94% 34
2024
Q1 		$1.1M Sell
17,240
-823
-5% -$48.2K 0.88% 39
2023
Q4 		$1.1M Sell
18,063
-2,082
-10% -$119K 0.96% 34
2023
Q3 		$1.15M Buy
20,145
+3,861
+24% +$267K 1.14% 29
2023
Q2 		$1.21M Sell
16,284
-250
-2% -$18.9K 1.12% 27
2023
Q1 		$1.27M Hold
16,534
– – 1.18% 25
2022
Q4 		$1.38M Buy
16,534
+51
+0.3% +$4.12K 1.33% 22
2022
Q3 		$1.29M Hold
16,483
– – 1.41% 17
2022
Q2 		$1.28M Sell
16,483
-405
-2% -$30.8K 1.32% 18
2022
Q1 		$1.43M Buy
16,888
+641
+4% +$51.4K 1.23% 21
2021
Q4 		$1.52M Sell
16,247
-350
-2% -$30.2K 1.31% 19
2021
Q3 		$1.3M Sell
16,597
-866
-5% -$69.8K 1.29% 20
2021
Q2 		$1.28M Buy
17,463
+1,337
+8% +$100K 1.22% 24
2021
Q1 		$1.22M Buy
16,126
+2,041
+14% +$159K 1.1% 24
2020
Q4 		$1.09M Buy
+14,085
New +$1.05M 1.07% 24

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valley Brook Capital Group's NEE Position: Q2 2026 in Review

Valley Brook Capital Group increased its NextEra Energy (NEE) stake by 0.64% in Q2 2026, buying an estimated $8.14K and bringing the position to 14,147 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #41.

Valley Brook Capital Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Valley Brook Capital Group held 14,147 shares of NextEra Energy worth $1.24M as of Q2 2026.
  • Valley Brook Capital Group bought 90 NextEra Energy shares in Q2 2026, an estimated $8.14K.
  • NextEra Energy made up 0.7% of Valley Brook Capital Group's portfolio in Q2 2026, its #41 holding.
  • Valley Brook Capital Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's NextEra Energy position peaked at $1.52M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.