Waldron Private Wealth’s NextEra Energy NEE Stock Holding History

Waldron Private Wealth’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	$1.3M	Buy	14,817 +1	+0%	+$90	0.05%	123
2026 Q1	$1.38M	Buy	14,816 +404	+3%	+$35.9K	0.05%	118
2025 Q4	$1.16M	Sell	14,412 -1,061	-7%	-$87.9K	0.05%	123
2025 Q3	$1.17M	Buy	15,473 +1,539	+11%	+$112K	0.05%	131
2025 Q2	$967K	Sell	13,934 -330	-2%	-$22.9K	0.04%	137
2025 Q1	$1.01M	Sell	14,264 -9,783	-41%	-$691K	0.05%	128
2024 Q4	$1.72M	Buy	24,047 +553	+2%	+$43K	0.07%	119
2024 Q3	$1.99M	Buy	23,494 +5,228	+29%	+$408K	0.08%	105
2024 Q2	$1.29M	Buy	18,266 +324	+2%	+$23K	0.06%	130
2024 Q1	$1.15M	Buy	17,942 +857	+5%	+$50.2K	0.05%	147
2023 Q4	$1.04M	Sell	17,085 -164	-1%	-$9.35K	0.05%	149
2023 Q3	$988K	Sell	17,249 -1,195	-6%	-$82.7K	0.05%	156
2023 Q2	$1.37M	Buy	18,444 +2,303	+14%	+$174K	0.07%	121
2023 Q1	$1.24M	Buy	16,141 +1,654	+11%	+$127K	0.06%	142
2022 Q4	$1.14M	Hold	14,487	–	–	0.07%	143
2022 Q3	$1.14M	Buy	14,487 +409	+3%	+$34.7K	0.07%	143
2022 Q2	$1.09M	Buy	14,078 +2,550	+22%	+$194K	0.06%	160
2022 Q1	$976K	Buy	11,528 +2,289	+25%	+$183K	0.05%	185
2021 Q4	$862K	Sell	9,239 -5	-0.1%	-$432	0.04%	196
2021 Q3	$725K	Buy	9,244 +2,596	+39%	+$209K	0.04%	184
2021 Q2	$487K	Sell	6,648 -712	-10%	-$53.4K	0.03%	207
2021 Q1	$556K	Buy	7,360 +592	+9%	+$46.2K	0.04%	182
2020 Q4	$522K	Sell	6,768 -1,940	-22%	-$145K	0.04%	175
2020 Q3	$604K	Buy	8,708 +1,504	+21%	+$104K	0.05%	149
2020 Q2	$432K	Buy	7,204 +696	+11%	+$41.7K	0.04%	167
2020 Q1	$391K	Buy	6,508 +112	+2%	+$7.04K	0.04%	164
2019 Q4	$387K	Sell	6,396 -344	-5%	-$20.1K	0.03%	183
2019 Q3	$392K	Sell	6,740 -2,296	-25%	-$124K	0.04%	165
2019 Q2	$462K	Buy	9,036 +2,592	+40%	+$128K	0.05%	142
2019 Q1	$311K	Sell	6,444 -928	-13%	-$42.4K	0.04%	189
2018 Q4	$320K	Buy	7,372 +1,376	+23%	+$60.2K	0.05%	159
2018 Q3	$251K	Buy	5,996 +124	+2%	+$5.28K	0.05%	160
2018 Q2	$245K	Hold	5,872	–	–	0.05%	149
2018 Q1	$239K	Sell	5,872 -1,680	-22%	-$64.8K	0.05%	144
2017 Q4	$294K	Sell	7,552 -6,340	-46%	-$245K	0.07%	126
2017 Q3	$508K	Buy	13,892 +200	+1%	+$7.33K	0.14%	73
2017 Q2	$479K	Sell	13,692 -8,348	-38%	-$285K	0.15%	57
2017 Q1	$707K	Buy	22,040 +348	+2%	+$10.9K	0.18%	77
2016 Q4	$647K	Buy	21,692 +224	+1%	+$6.69K	0.22%	52
2016 Q3	$656K	Sell	21,468 -4,752	-18%	-$150K	0.24%	46
2016 Q2	$854K	Buy	26,220 +5,000	+24%	+$150K	0.31%	40
2016 Q1	$627K	Buy	21,220 +880	+4%	+$24.7K	0.24%	48
2015 Q4	$528K	Buy	20,340 +11,968	+143%	+$303K	0.2%	63
2015 Q3	$204K	Buy	+8,372	New	+$213K	0.09%	133

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

Waldron Private Wealth's NEE Position: Q2 2026 in Review

Waldron Private Wealth increased its NextEra Energy (NEE) stake by 0.01% in Q2 2026, buying an estimated $90 and bringing the position to 14,817 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #123.

Waldron Private Wealth first reported a position in NEE in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.99M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Waldron Private Wealth held 14,817 shares of NextEra Energy worth $1.3M as of Q2 2026.
Waldron Private Wealth bought 1 NextEra Energy share in Q2 2026, an estimated $90.
NextEra Energy made up 0.05% of Waldron Private Wealth's portfolio in Q2 2026, its #123 holding.
Waldron Private Wealth first reported a position in NextEra Energy in Q3 2015 and has held it in 44 quarters since.
Waldron Private Wealth's NextEra Energy position peaked at $1.99M in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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