1248 Management’s NextEra Energy NEE Stock Holding History

1248 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	$281K	Hold	3,196	–	–	0.11%	73
2026 Q1	$297K	Hold	3,196	–	–	0.14%	68
2025 Q4	$257K	Sell	3,196 -8,900	-74%	-$737K	0.14%	73
2025 Q3	$913K	Hold	12,096	–	–	0.52%	34
2025 Q2	$840K	Hold	12,096	–	–	0.31%	62
2025 Q1	$857K	Buy	12,096 +1,358	+13%	+$95.9K	0.37%	55
2024 Q4	$770K	Buy	+10,738	New	+$834K	0.33%	64

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1248 Management's NEE Position: Q2 2026 in Review

1248 Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,196 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #73.

1248 Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $913K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

1248 Management held 3,196 shares of NextEra Energy worth $281K as of Q2 2026.
1248 Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.11% of 1248 Management's portfolio in Q2 2026, its #73 holding.
1248 Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
1248 Management's NextEra Energy position peaked at $913K in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.