Winthrop Partners - WNY’s NextEra Energy NEE Stock Holding History

Winthrop Partners - WNY’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	$934K	Buy	10,640 +146	+1%	+$13.2K	0.46%	47
2026 Q1	$975K	Buy	10,494 +263	+3%	+$23.4K	0.52%	45
2025 Q4	$821K	Buy	+10,231	New	+$847K	0.44%	51
2019 Q3	$212K	Buy	3,636 +524	+17%	+$28.4K	0.14%	109
2019 Q2	$159K	Sell	3,112 -40	-1%	-$1.97K	0.12%	108
2019 Q1	$150K	Sell	3,152 -16	-0.5%	-$732	0.12%	107
2018 Q4	$138K	Buy	3,168 +68	+2%	+$2.97K	0.13%	108
2018 Q3	$130K	Buy	3,100 +812	+35%	+$34.6K	0.11%	125
2018 Q2	$95.5K	Sell	2,288 -6,584	-74%	-$266K	0.08%	143
2018 Q1	$53.2K	Buy	+8,872	New	+$342K	0.04%	208

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

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Winthrop Partners - WNY's NEE Position: Q2 2026 in Review

Winthrop Partners - WNY increased its NextEra Energy (NEE) stake by 1.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 10,640 shares worth $934K. The position accounts for 0.46% of the portfolio, ranked #47.

Winthrop Partners - WNY first reported a position in NEE in Q1 2018 and has held it in 10 quarters since. The position peaked at $975K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Winthrop Partners - WNY held 10,640 shares of NextEra Energy worth $934K as of Q2 2026.
Winthrop Partners - WNY bought 146 NextEra Energy shares in Q2 2026, an estimated $13.2K.
NextEra Energy made up 0.46% of Winthrop Partners - WNY's portfolio in Q2 2026, its #47 holding.
Winthrop Partners - WNY first reported a position in NextEra Energy in Q1 2018 and has held it in 10 quarters since.
Winthrop Partners - WNY's NextEra Energy position peaked at $975K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.