Waddell & Associates’s NextEra Energy NEE Stock Holding History

Waddell & Associates’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	$269K	Sell	3,068 -43	-1%	-$3.89K	0.01%	434
2026 Q1	$289K	Buy	3,111 +559	+22%	+$49.7K	0.02%	344
2025 Q4	$205K	Buy	+2,552	New	+$211K	0.01%	359
2023 Q4	–	Sell	-3,678	Closed	-$211K	–	164
2023 Q3	$211K	Sell	3,678 -44	-1%	-$3.05K	0.03%	163
2023 Q2	$276K	Sell	3,722 -524	-12%	-$39.7K	0.04%	134
2023 Q1	$327K	Sell	4,246 -261	-6%	-$20.1K	0.05%	109
2022 Q4	$377K	Sell	4,507 -254	-5%	-$20.5K	0.06%	93
2022 Q3	$373K	Sell	4,761 -71	-1%	-$6.02K	0.07%	83
2022 Q2	$374K	Buy	4,832 +205	+4%	+$15.6K	0.08%	82
2022 Q1	$392K	Buy	4,627 +4	+0.1%	+$321	0.06%	80
2021 Q4	$432K	Buy	4,623 +289	+7%	+$25K	0.07%	76
2021 Q3	$340K	Buy	4,334 +4	+0.1%	+$323	0.06%	80
2021 Q2	$317	Buy	+4,330	New	+$325K	0.05%	93

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Waddell & Associates's NEE Position: Q2 2026 in Review

Waddell & Associates reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $3.89K and leaving 3,068 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #434.

Waddell & Associates first reported a position in NEE in Q2 2021 and has held it in 13 quarters since. The position peaked at $432K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Waddell & Associates held 3,068 shares of NextEra Energy worth $269K as of Q2 2026.
Waddell & Associates sold 43 NextEra Energy shares in Q2 2026, an estimated $3.89K.
NextEra Energy made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #434 holding.
Waddell & Associates first reported a position in NextEra Energy in Q2 2021 and has held it in 13 quarters since.
Waddell & Associates's NextEra Energy position peaked at $432K in Q4 2021.
1,099 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.