Violich Capital Management’s NextEra Energy NEE Stock Holding History

Violich Capital 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	$4.57M	Sell	52,022 -375	-0.7%	-$33.9K	0.5%	37
2026 Q1	$4.87M	Hold	52,397	–	–	0.57%	35
2025 Q4	$4.21M	Sell	52,397 -700	-1%	-$58K	0.47%	36
2025 Q3	$4.01M	Hold	53,097	–	–	0.48%	37
2025 Q2	$3.69M	Sell	53,097 -1,000	-2%	-$69.5K	0.52%	36
2025 Q1	$3.83M	Hold	54,097	–	–	0.52%	36
2024 Q4	$3.88M	Sell	54,097 -603	-1%	-$46.8K	0.5%	35
2024 Q3	$4.62M	Buy	54,700 +1,100	+2%	+$85.8K	0.6%	32
2024 Q2	$3.79M	Hold	53,600	–	–	0.51%	33
2024 Q1	$3.43M	Buy	53,600 +1,670	+3%	+$97.8K	0.49%	34
2023 Q4	$3.15M	Sell	51,930 -933	-2%	-$53.2K	0.51%	34
2023 Q3	$3.03M	Buy	52,863 +900	+2%	+$62.3K	0.52%	36
2023 Q2	$3.86M	Hold	51,963	–	–	0.62%	32
2023 Q1	$4M	Hold	51,963	–	–	0.68%	31
2022 Q4	$4.34M	Hold	51,963	–	–	0.77%	30
2022 Q3	$4.07M	Sell	51,963 -2,033	-4%	-$172K	0.77%	29
2022 Q2	$4.18M	Sell	53,996 -400	-0.7%	-$30.5K	0.73%	31
2022 Q1	$4.61M	Sell	54,396 -1,883	-3%	-$151K	0.68%	33
2021 Q4	$5.25M	Hold	56,279	–	–	0.75%	30
2021 Q3	$4.42M	Buy	56,279 +10,911	+24%	+$880K	0.71%	33
2021 Q2	$3.33M	Sell	45,368 -10,911	-19%	-$819K	0.56%	36
2021 Q1	$4.25M	Sell	56,279 -260	-0.5%	-$20.3K	0.77%	32
2020 Q4	$4.36M	Sell	56,539 -201	-0.4%	-$15K	0.84%	30
2020 Q3	$3.94M	Sell	56,740 -2,732	-5%	-$189K	0.83%	30
2020 Q2	$3.57M	Hold	59,472	–	–	0.78%	31
2020 Q1	$3.58M	Sell	59,472 -340	-0.6%	-$21.4K	0.96%	28
2019 Q4	$3.62M	Sell	59,812 -800	-1%	-$46.7K	0.79%	32
2019 Q3	$3.53M	Sell	60,612 -3,348	-5%	-$181K	0.85%	32
2019 Q2	$3.28M	Hold	63,960	–	–	0.81%	34
2019 Q1	$3.09M	Hold	63,960	–	–	0.78%	33
2018 Q4	$2.78M	Hold	63,960	–	–	0.79%	34
2018 Q3	$2.68M	Buy	63,960 +3,600	+6%	+$153K	0.61%	38
2018 Q2	$2.52M	Sell	60,360 -240	-0.4%	-$9.69K	0.63%	38
2018 Q1	$2.47M	Hold	60,600	–	–	0.66%	39
2017 Q4	$2.37M	Buy	60,600 +560	+0.9%	+$21.6K	0.6%	39
2017 Q3	$2.2M	Buy	60,040 +4,600	+8%	+$169K	0.6%	41
2017 Q2	$1.94M	Buy	55,440 +6,800	+14%	+$232K	0.57%	41
2017 Q1	$1.56M	Hold	48,640	–	–	0.47%	46
2016 Q4	$1.52M	Buy	48,640 +1,080	+2%	+$32.3K	0.47%	46
2016 Q3	$1.45M	Hold	47,560	–	–	0.51%	45
2016 Q2	$1.55M	Sell	47,560 -400	-0.8%	-$12K	0.49%	44
2016 Q1	$1.42M	Sell	47,960 -400	-0.8%	-$11.2K	0.46%	44
2015 Q4	$1.26M	Hold	48,360	–	–	0.42%	43
2015 Q3	$1.18M	Buy	48,360 +400	+0.8%	+$10.2K	0.41%	44
2015 Q2	$1.18M	Hold	47,960	–	–	0.38%	44
2015 Q1	$1.25M	Sell	47,960 -6,760	-12%	-$178K	0.41%	44
2014 Q4	$1.45M	Sell	54,720 -272	-0.5%	-$6.87K	0.46%	42
2014 Q3	$1.29M	Sell	54,992 -400	-0.7%	-$9.66K	0.42%	39
2014 Q2	$1.42M	Hold	55,392	–	–	0.47%	37
2014 Q1	$1.32M	Sell	55,392 -1,600	-3%	-$36.3K	0.46%	40
2013 Q4	$1.22M	Sell	56,992 -2,140	-4%	-$45.1K	0.44%	39
2013 Q3	$1.19M	Sell	59,132 -400	-0.7%	-$8.26K	0.46%	40
2013 Q2	$1.21M	Buy	+59,532	New	+$1.18M	0.49%	38

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Violich Capital Management's NEE Position: Q2 2026 in Review

Violich Capital Management reduced its NextEra Energy (NEE) stake by 0.72% in Q2 2026, selling an estimated $33.9K and leaving 52,022 shares worth $4.57M. The position accounts for 0.5% of the portfolio, ranked #37.

Violich Capital Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.25M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Violich Capital Management held 52,022 shares of NextEra Energy worth $4.57M as of Q2 2026.
Violich Capital Management sold 375 NextEra Energy shares in Q2 2026, an estimated $33.9K.
NextEra Energy made up 0.5% of Violich Capital Management's portfolio in Q2 2026, its #37 holding.
Violich Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Violich Capital Management's NextEra Energy position peaked at $5.25M in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.