Whitney & Co’s NextEra Energy NEE Stock Holding History

Whitney & Co’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	$665K	Buy	7,577 +19	+0.3%	+$1.72K	0.05%	113
2026 Q1	$702K	Hold	7,558	–	–	0.06%	109
2025 Q4	$607K	Buy	+7,558	New	+$626K	0.05%	115
2018 Q4	–	Sell	-208	Closed	-$9K	–	324
2018 Q3	$9K	Sell	208 -204	-50%	-$8.68K	﹤0.01%	331
2018 Q2	$17K	Sell	412 -900	-69%	-$36.3K	﹤0.01%	216
2018 Q1	$54K	Buy	+1,312	New	+$50.6K	0.02%	169

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

Whitney & Co's NEE Position: Q2 2026 in Review

Whitney & Co increased its NextEra Energy (NEE) stake by 0.25% in Q2 2026, buying an estimated $1.72K and bringing the position to 7,577 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #113.

Whitney & Co first reported a position in NEE in Q1 2018 and has held it in 6 quarters since. The position peaked at $702K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Whitney & Co held 7,577 shares of NextEra Energy worth $665K as of Q2 2026.
Whitney & Co bought 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
NextEra Energy made up 0.05% of Whitney & Co's portfolio in Q2 2026, its #113 holding.
Whitney & Co first reported a position in NextEra Energy in Q1 2018 and has held it in 6 quarters since.
Whitney & Co's NextEra Energy position peaked at $702K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.