ZIG
NEE icon

Zullo Investment Group’s NextEra Energy NEE Stock Holding History

Zullo Investment Group’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 		$813K Sell
9,262
-9
-0.1% -$814 0.28% 71
2026
Q1 		$861K Sell
9,271
-204
-2% -$18.1K 0.33% 66
2025
Q4 		$761K Sell
9,475
-606
-6% -$50.2K 0.28% 68
2025
Q3 		$761K Sell
10,081
-66
-0.7% -$4.82K 0.28% 68
2025
Q2 		$704K Sell
10,147
-93
-0.9% -$6.46K 0.29% 71
2025
Q1 		$726K Sell
10,240
-276
-3% -$19.5K 0.31% 69
2024
Q4 		$754K Sell
10,516
-226
-2% -$17.6K 0.3% 69
2024
Q3 		$908K Sell
10,742
-188
-2% -$14.7K 0.38% 59
2024
Q2 		$774K Sell
10,930
-378
-3% -$26.8K 0.34% 61
2024
Q1 		$723K Sell
11,308
-93
-0.8% -$5.45K 0.34% 65
2023
Q4 		$693K Sell
11,401
-314
-3% -$17.9K 0.35% 66
2023
Q3 		$671K Sell
11,715
-7
-0.1% -$485 0.39% 58
2023
Q2 		$870K Sell
11,722
-71
-0.6% -$5.38K 0.5% 50
2023
Q1 		$909K Sell
11,793
-183
-2% -$14.1K 0.57% 46
2022
Q4 		$1M Buy
11,976
+40
+0.3% +$3.23K 0.61% 40
2022
Q3 		$936K Sell
11,936
-91
-0.8% -$7.72K 0.6% 40
2022
Q2 		$932K Buy
12,027
+22
+0.2% +$1.68K 0.58% 41
2022
Q1 		$1.02M Buy
12,005
+277
+2% +$22.2K 0.53% 42
2021
Q4 		$1.09M Buy
+11,728
New +$1.01M 0.56% 39

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

Zullo Investment Group's NEE Position: Q2 2026 in Review

Zullo Investment Group reduced its NextEra Energy (NEE) stake by 0.1% in Q2 2026, selling an estimated $814 and leaving 9,262 shares worth $813K. The position accounts for 0.28% of the portfolio, ranked #71.

Zullo Investment Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Zullo Investment Group held 9,262 shares of NextEra Energy worth $813K as of Q2 2026.
  • Zullo Investment Group sold 9 NextEra Energy shares in Q2 2026, an estimated $814.
  • NextEra Energy made up 0.28% of Zullo Investment Group's portfolio in Q2 2026, its #71 holding.
  • Zullo Investment Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's NextEra Energy position peaked at $1.09M in Q4 2021.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.