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Worth Asset Management’s NextEra Energy NEE Stock Holding History

Worth 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 		$279K Sell
3,179
-612
-16% -$55.4K 0.09% 154
2026
Q1 		$352K Buy
3,791
+182
+5% +$16.2K 0.13% 135
2025
Q4 		$290K Buy
3,609
+714
+25% +$59.1K 0.12% 117
2025
Q3 		$219K Buy
+2,895
New +$212K 0.1% 153
2025
Q2 		– Sell
-2,850
Closed -$202K – 161
2025
Q1 		$202K Buy
2,850
+33
+1% +$2.33K 0.11% 129
2024
Q4 		$202K Buy
2,817
+1
+0% +$78 0.11% 129
2024
Q3 		$238K Sell
2,816
-25,485
-90% -$1.99M 0.13% 114
2024
Q2 		$2M Buy
+28,301
New +$2.01M 1.19% 20
2023
Q3 		– Sell
-3,182
Closed -$236K – 292
2023
Q2 		$236K Sell
3,182
-112
-3% -$8.48K 0.18% 77
2023
Q1 		$254K Buy
3,294
+535
+19% +$41.1K 0.19% 68
2022
Q4 		$231K Sell
2,759
-68
-2% -$5.49K 0.16% 66
2022
Q3 		$222K Sell
2,827
-735
-21% -$62.4K 0.16% 50
2022
Q2 		$276K Sell
3,562
-274
-7% -$20.9K 0.19% 60
2022
Q1 		$263K Buy
+3,836
New +$307K 0.17% 60

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

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

Worth Asset Management reduced its NextEra Energy (NEE) stake by 16% in Q2 2026, selling an estimated $55.4K and leaving 3,179 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #154.

Worth Asset Management first reported a position in NEE in Q1 2022 and has held it in 14 quarters since. The position peaked at $2M in Q2 2024. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Worth Asset Management held 3,179 shares of NextEra Energy worth $279K as of Q2 2026.
  • Worth Asset Management sold 612 NextEra Energy shares in Q2 2026, an estimated $55.4K.
  • NextEra Energy made up 0.09% of Worth Asset Management's portfolio in Q2 2026, its #154 holding.
  • Worth Asset Management first reported a position in NextEra Energy in Q1 2022 and has held it in 14 quarters since.
  • Worth Asset Management's NextEra Energy position peaked at $2M in Q2 2024.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.