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Yousif Capital Management’s NextEra Energy NEE Stock Holding History

Yousif Capital 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 		$26.1M Sell
297,562
-20,396
-6% -$1.84M 0.29% 49
2026
Q1 		$29.5M Sell
317,958
-10,618
-3% -$944K 0.35% 41
2025
Q4 		$27.4M Sell
328,576
-16,373
-5% -$1.36M 0.3% 47
2025
Q3 		$26M Sell
344,949
-11,801
-3% -$862K 0.28% 47
2025
Q2 		$24.8M Sell
356,750
-5,651
-2% -$393K 0.27% 56
2025
Q1 		$25.7M Sell
362,401
-2,666
-0.7% -$188K 0.3% 47
2024
Q4 		$26.2M Sell
365,067
-18,329
-5% -$1.42M 0.29% 47
2024
Q3 		$32.4M Sell
383,396
-7,179
-2% -$560K 0.35% 39
2024
Q2 		$27.7M Sell
390,575
-6,038
-2% -$428K 0.31% 43
2024
Q1 		$25.3M Buy
396,613
+23,369
+6% +$1.37M 0.28% 53
2023
Q4 		$22.7M Sell
373,244
-12,880
-3% -$734K 0.27% 53
2023
Q3 		$22.1M Sell
386,124
-5,677
-1% -$393K 0.28% 53
2023
Q2 		$29.1M Buy
391,801
+9,222
+2% +$698K 0.35% 36
2023
Q1 		$29.5M Sell
382,579
-19,582
-5% -$1.51M 0.38% 33
2022
Q4 		$33.6M Buy
402,161
+15,452
+4% +$1.25M 0.44% 30
2022
Q3 		$30.3M Buy
386,709
+3,593
+0.9% +$305K 0.43% 28
2022
Q2 		$29.7M Buy
383,116
+3,008
+0.8% +$229K 0.39% 33
2022
Q1 		$32.2M Buy
380,108
+9,395
+3% +$753K 0.35% 38
2021
Q4 		$34.6M Buy
+370,713
New +$32M 0.36% 43

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Yousif Capital Management's NEE Position: Q2 2026 in Review

Yousif Capital Management reduced its NextEra Energy (NEE) stake by 6.4% in Q2 2026, selling an estimated $1.84M and leaving 297,562 shares worth $26.1M. The position accounts for 0.29% of the portfolio, ranked #49.

Yousif Capital Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.6M in Q4 2021. 716 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Yousif Capital Management held 297,562 shares of NextEra Energy worth $26.1M as of Q2 2026.
  • Yousif Capital Management sold 20,396 NextEra Energy shares in Q2 2026, an estimated $1.84M.
  • NextEra Energy made up 0.29% of Yousif Capital Management's portfolio in Q2 2026, its #49 holding.
  • Yousif Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's NextEra Energy position peaked at $34.6M in Q4 2021.
  • 716 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.