Y-Intercept (HK)’s NextEra Energy NEE Stock Holding History

Y-Intercept (HK)’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	$4.57M	Buy	+52,105	New	+$4.71M	0.09%	309
2026 Q1	–	Sell	-52,892	Closed	-$4.25M	–	1889
2025 Q4	$4.25M	Sell	52,892 -8,093	-13%	-$670K	0.1%	284
2025 Q3	$4.6M	Buy	60,985 +23,288	+62%	+$1.7M	0.11%	232
2025 Q2	$2.62M	Buy	37,697 +10,635	+39%	+$739K	0.06%	477
2025 Q1	$1.92M	Sell	27,062 -16,569	-38%	-$1.17M	0.13%	198
2024 Q4	$3.13M	Buy	+43,631	New	+$3.39M	0.21%	118
2024 Q3	–	Sell	-31,041	Closed	-$2.2M	–	1628
2024 Q2	$2.2M	Buy	+31,041	New	+$2.2M	0.12%	223
2023 Q4	–	Sell	-18,508	Closed	-$1.06M	–	1503
2023 Q3	$1.06M	Buy	+18,508	New	+$1.28M	0.1%	295
2022 Q4	–	Sell	-23,159	Closed	-$1.82M	–	1231
2022 Q3	$1.82M	Buy	+23,159	New	+$1.96M	0.18%	160
2021 Q4	–	Sell	-55,633	Closed	-$4.37M	–	780
2021 Q3	$4.37M	Buy	+55,633	New	+$4.49M	0.79%	10
2021 Q1	–	Sell	-6,102	Closed	-$463K	–	733
2020 Q4	$463K	Buy	+6,102	New	+$456K	0.2%	176

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

Y-Intercept (HK)'s NEE Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in NextEra Energy (NEE) in Q2 2026: 52,105 shares worth $4.57M. The stake represents 0.09% of the portfolio and ranks #309 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in NEE as recently as Q4 2025.

Y-Intercept (HK) first reported a position in NEE in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.6M in Q3 2025. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Y-Intercept (HK) held 52,105 shares of NextEra Energy worth $4.57M as of Q2 2026.
NextEra Energy was a new Y-Intercept (HK) position in Q2 2026.
NextEra Energy made up 0.09% of Y-Intercept (HK)'s portfolio in Q2 2026, its #309 holding.
Y-Intercept (HK) first reported a position in NextEra Energy in Q4 2020 and has held it in 11 quarters since.
Y-Intercept (HK)'s NextEra Energy position peaked at $4.6M in Q3 2025.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.