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Venturi Wealth Management’s NextEra Energy NEE Stock Holding History

Venturi Wealth 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 		$1.86M Buy
21,232
+1,180
+6% +$107K 0.07% 140
2026
Q1 		$1.86M Sell
20,052
-1,554
-7% -$138K 0.08% 129
2025
Q4 		$1.73M Buy
21,606
+1,468
+7% +$122K 0.08% 139
2025
Q3 		$1.52M Sell
20,138
-3,436
-15% -$251K 0.07% 145
2025
Q2 		$1.64M Sell
23,574
-3,126
-12% -$217K 0.08% 142
2025
Q1 		$1.89M Buy
26,700
+565
+2% +$39.9K 0.1% 123
2024
Q4 		$1.87M Sell
26,135
-355
-1% -$27.6K 0.09% 127
2024
Q3 		$2.24M Sell
26,490
-440
-2% -$34.3K 0.12% 104
2024
Q2 		$1.91M Sell
26,930
-1,264
-4% -$89.7K 0.11% 108
2024
Q1 		$1.8M Sell
28,194
-1,134
-4% -$66.4K 0.12% 105
2023
Q4 		$1.78M Sell
29,328
-1,131
-4% -$64.5K 0.13% 99
2023
Q3 		$1.74M Sell
30,459
-4,660
-13% -$323K 0.14% 93
2023
Q2 		$2.61M Sell
35,119
-3,588
-9% -$272K 0.21% 61
2023
Q1 		$2.98M Sell
38,707
-2,907
-7% -$224K 0.25% 68
2022
Q4 		$3.48M Buy
41,614
+6,632
+19% +$536K 0.31% 60
2022
Q3 		$2.74M Buy
34,982
+249
+0.7% +$21.1K 0.26% 65
2022
Q2 		$2.69M Buy
34,733
+479
+1% +$36.5K 0.24% 64
2022
Q1 		$2.9M Sell
34,254
-13,019
-28% -$1.04M 0.22% 62
2021
Q4 		$4.41M Buy
47,273
+480
+1% +$41.5K 0.33% 58
2021
Q3 		$3.67M Sell
46,793
-3,417
-7% -$276K 0.31% 59
2021
Q2 		$3.68M Sell
50,210
-2,092
-4% -$157K 0.33% 56
2021
Q1 		$3.96M Sell
52,302
-17,709
-25% -$1.38M 0.38% 55
2020
Q4 		$5.4M Sell
70,011
-3,393
-5% -$254K 0.56% 46
2020
Q3 		$5.09M Sell
73,404
-2,336
-3% -$161K 0.59% 44
2020
Q2 		$4.55M Sell
75,740
-2,512
-3% -$150K 0.61% 45
2020
Q1 		$4.71M Sell
78,252
-13,068
-14% -$821K 0.8% 42
2019
Q4 		$5.53M Sell
91,320
-9,560
-9% -$558K 0.67% 44
2019
Q3 		$5.88M Buy
100,880
+2,788
+3% +$151K 0.76% 43
2019
Q2 		$5.02M Sell
98,092
-8,420
-8% -$414K 0.68% 47
2019
Q1 		$5.07M Sell
106,512
-576
-0.5% -$26.3K 0.66% 48
2018
Q4 		$4.54M Buy
107,088
+11,896
+12% +$520K 0.73% 37
2018
Q3 		$3.97M Sell
95,192
-884
-0.9% -$37.6K 0.7% 53
2018
Q2 		$4.1M Sell
96,076
-5,652
-6% -$228K 0.76% 50
2018
Q1 		$4.15M Buy
101,728
+4,272
+4% +$165K 0.8% 51
2017
Q4 		$3.81M Buy
97,456
+3,896
+4% +$150K 0.73% 51
2017
Q3 		$3.43M Sell
93,560
-360
-0.4% -$13.2K 0.73% 51
2017
Q2 		$3.29M Sell
93,920
-2,340
-2% -$80K 0.75% 47
2017
Q1 		$3.17M Buy
96,260
+8,972
+10% +$282K 0.73% 49
2016
Q4 		$2.61M Buy
87,288
+7,980
+10% +$238K 0.73% 45
2016
Q3 		$2.42M Buy
79,308
+1,012
+1% +$31.9K 0.81% 47
2016
Q2 		$2.55M Sell
78,296
-2,728
-3% -$81.9K 0.87% 42
2016
Q1 		$2.4M Buy
81,024
+13,184
+19% +$370K 0.89% 43
2015
Q4 		$1.76M Buy
+67,840
New +$1.72M 0.8% 44

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management's NEE Position: Q2 2026 in Review

Venturi Wealth Management increased its NextEra Energy (NEE) stake by 5.9% in Q2 2026, buying an estimated $107K and bringing the position to 21,232 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #140.

Venturi Wealth Management first reported a position in NEE in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.88M in Q3 2019. 760 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Venturi Wealth Management held 21,232 shares of NextEra Energy worth $1.86M as of Q2 2026.
  • Venturi Wealth Management bought 1,180 NextEra Energy shares in Q2 2026, an estimated $107K.
  • NextEra Energy made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Venturi Wealth Management first reported a position in NextEra Energy in Q4 2015 and has held it in 43 quarters since.
  • Venturi Wealth Management's NextEra Energy position peaked at $5.88M in Q3 2019.
  • 760 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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