Academy Capital Management’s NextEra Energy NEE Stock Holding History

Academy Capital 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	$616K	Hold	7,016	–	–	0.08%	28
2026 Q1	$652K	Hold	7,016	–	–	0.09%	28
2025 Q4	$563K	Hold	7,016	–	–	0.07%	28
2025 Q3	$530K	Hold	7,016	–	–	0.08%	29
2025 Q2	$487K	Sell	7,016 -2,192	-24%	-$152K	0.07%	29
2025 Q1	$653K	Sell	9,208 -440	-5%	-$31.1K	0.11%	24
2024 Q4	$692K	Hold	9,648	–	–	0.11%	25
2024 Q3	$816K	Hold	9,648	–	–	0.14%	23
2024 Q2	$683K	Sell	9,648 -123	-1%	-$8.73K	0.12%	23
2024 Q1	$624K	Buy	9,771 +123	+1%	+$7.21K	0.12%	23
2023 Q4	$586K	Hold	9,648	–	–	0.12%	25
2023 Q3	$553K	Hold	9,648	–	–	0.12%	24
2023 Q2	$716K	Hold	9,648	–	–	0.14%	25
2023 Q1	$744K	Hold	9,648	–	–	0.16%	25
2022 Q4	$807K	Hold	9,648	–	–	0.17%	25
2022 Q3	$756K	Hold	9,648	–	–	0.16%	25
2022 Q2	$747K	Buy	+9,648	New	+$735K	0.14%	27

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

Academy Capital Management's NEE Position: Q2 2026 in Review

Academy Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 7,016 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #28.

Academy Capital Management first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $816K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Academy Capital Management held 7,016 shares of NextEra Energy worth $616K as of Q2 2026.
Academy Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.08% of Academy Capital Management's portfolio in Q2 2026, its #28 holding.
Academy Capital Management first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
Academy Capital Management's NextEra Energy position peaked at $816K in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Academy Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.