CARLSON FINANCIAL, INC.’s NextEra Energy NEE Stock Holding History

CARLSON FINANCIAL, INC.’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	$1.04M	Buy	11,810 +3,460	+41%	+$313K	0.53%	47
2026 Q1	$776K	Sell	8,350 -33	-0.4%	-$2.93K	0.46%	55
2025 Q4	$673K	Buy	+8,383	New	+$694K	0.39%	54

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

CARLSON FINANCIAL, INC.'s NEE Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its NextEra Energy (NEE) stake by 41% in Q2 2026, buying an estimated $313K and bringing the position to 11,810 shares worth $1.04M. The position accounts for 0.53% of the portfolio, ranked #47.

CARLSON FINANCIAL, INC. first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

CARLSON FINANCIAL, INC. held 11,810 shares of NextEra Energy worth $1.04M as of Q2 2026.
CARLSON FINANCIAL, INC. bought 3,460 NextEra Energy shares in Q2 2026, an estimated $313K.
NextEra Energy made up 0.53% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #47 holding.
CARLSON FINANCIAL, INC. first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.