6F
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626 Financial’s NextEra Energy NEE Stock Holding History

626 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 		$262K Buy
2,981
+781
+36% +$70.6K 0.1% 109
2026
Q1 		$204K Buy
+2,200
New +$196K 0.09% 117
2022
Q1 		– Sell
-2,200
Closed -$205K – 112
2021
Q4 		$205K Buy
+2,200
New +$190K 0.13% 104

Other funds holding NEE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

626 Financial's NEE Position: Q2 2026 in Review

626 Financial increased its NextEra Energy (NEE) stake by 36% in Q2 2026, buying an estimated $70.6K and bringing the position to 2,981 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #109.

626 Financial first reported a position in NEE in Q4 2021 and has held it in 3 quarters since. 1,887 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • 626 Financial held 2,981 shares of NextEra Energy worth $262K as of Q2 2026.
  • 626 Financial bought 781 NextEra Energy shares in Q2 2026, an estimated $70.6K.
  • NextEra Energy made up 0.1% of 626 Financial's portfolio in Q2 2026, its #109 holding.
  • 626 Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 3 quarters since.
  • 1,887 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.