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Walker Asset Management’s NextEra Energy NEE Stock Holding History

Walker Asset 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 		$445K Buy
5,068
+58
+1% +$5.25K 0.22% 90
2026
Q1 		$465K Buy
5,010
+107
+2% +$9.51K 0.25% 78
2025
Q4 		$394K Buy
4,903
+158
+3% +$13.1K 0.21% 87
2025
Q3 		$358K Sell
4,745
-70
-1% -$5.12K 0.2% 95
2025
Q2 		$334K Buy
4,815
+163
+4% +$11.3K 0.19% 93
2025
Q1 		$330K Buy
4,652
+28
+0.6% +$1.98K 0.2% 86
2024
Q4 		$331K Buy
4,624
+125
+3% +$9.71K 0.2% 83
2024
Q3 		$380K Buy
4,499
+22
+0.5% +$1.72K 0.24% 78
2024
Q2 		$317K Buy
4,477
+25
+0.6% +$1.77K 0.21% 92
2024
Q1 		$285K Buy
4,452
+530
+14% +$31K 0.19% 103
2023
Q4 		$238K Buy
+3,922
New +$224K 0.17% 117

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Walker Asset Management's NEE Position: Q2 2026 in Review

Walker Asset Management increased its NextEra Energy (NEE) stake by 1.2% in Q2 2026, buying an estimated $5.25K and bringing the position to 5,068 shares worth $445K. The position accounts for 0.22% of the portfolio, ranked #90.

Walker Asset Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $465K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Walker Asset Management held 5,068 shares of NextEra Energy worth $445K as of Q2 2026.
  • Walker Asset Management bought 58 NextEra Energy shares in Q2 2026, an estimated $5.25K.
  • NextEra Energy made up 0.22% of Walker Asset Management's portfolio in Q2 2026, its #90 holding.
  • Walker Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Walker Asset Management's NextEra Energy position peaked at $465K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.