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Zhang Financial’s NextEra Energy NEE Stock Holding History

Zhang Financial’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 		$1.09M Buy
12,432
+117
+1% +$10.6K 0.03% 189
2026
Q1 		$1.14M Sell
12,315
-27
-0.2% -$2.4K 0.04% 174
2025
Q4 		$991K Hold
12,342
– – 0.04% 180
2025
Q3 		$932K Sell
12,342
-380
-3% -$27.8K 0.04% 177
2025
Q2 		$883K Buy
12,722
+8,339
+190% +$579K 0.04% 177
2025
Q1 		$311K Sell
4,383
-30
-0.7% -$2.12K 0.02% 244
2024
Q4 		$316K Sell
4,413
-149
-3% -$11.6K 0.02% 235
2024
Q3 		$386K Buy
4,562
+135
+3% +$10.5K 0.02% 215
2024
Q2 		$313K Buy
4,427
+97
+2% +$6.88K 0.02% 219
2024
Q1 		$277K Buy
4,330
+22
+0.5% +$1.29K 0.02% 233
2023
Q4 		$262K Sell
4,308
-40
-0.9% -$2.28K 0.02% 229
2023
Q3 		$249K Buy
4,348
+17
+0.4% +$1.18K 0.03% 209
2023
Q2 		$321K Buy
4,331
+15
+0.3% +$1.14K 0.03% 192
2023
Q1 		$333K Sell
4,316
-304
-7% -$23.4K 0.04% 183
2022
Q4 		$386K Buy
4,620
+275
+6% +$22.2K 0.05% 165
2022
Q3 		$341K Buy
+4,345
New +$369K 0.05% 164

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Zhang Financial's NEE Position: Q2 2026 in Review

Zhang Financial increased its NextEra Energy (NEE) stake by 0.95% in Q2 2026, buying an estimated $10.6K and bringing the position to 12,432 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #189.

Zhang Financial first reported a position in NEE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Zhang Financial held 12,432 shares of NextEra Energy worth $1.09M as of Q2 2026.
  • Zhang Financial bought 117 NextEra Energy shares in Q2 2026, an estimated $10.6K.
  • NextEra Energy made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #189 holding.
  • Zhang Financial first reported a position in NextEra Energy in Q3 2022 and has held it in 16 quarters since.
  • Zhang Financial's NextEra Energy position peaked at $1.14M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.