Account Management’s NextEra Energy NEE Stock Holding History

Account 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	$8.41M	Buy	95,835 +9,900	+12%	+$896K	8.5%	4
2026 Q1	$7.98M	Hold	85,935	–	–	8.75%	4
2025 Q4	$6.9M	Sell	85,935 -1,180	-1%	-$97.7K	7.4%	5
2025 Q3	$6.58M	Buy	87,115 +19,110	+28%	+$1.4M	7.01%	5
2025 Q2	$4.72M	Hold	68,005	–	–	5.18%	6
2025 Q1	$4.82M	Sell	68,005 -60	-0.1%	-$4.24K	5.31%	6
2024 Q4	$4.88M	Buy	68,065 +4,225	+7%	+$328K	5.71%	5
2024 Q3	$5.4M	Sell	63,840 -5,865	-8%	-$458K	6.41%	4
2024 Q2	$4.94M	Sell	69,705 -1,450	-2%	-$103K	5.6%	7
2024 Q1	$4.55M	Buy	71,155 +1,500	+2%	+$87.9K	4.91%	7
2023 Q4	$4.23M	Buy	69,655 +15,840	+29%	+$903K	5.06%	7
2023 Q3	$3.08M	Buy	+53,815	New	+$3.73M	4.27%	10

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

Account Management's NEE Position: Q2 2026 in Review

Account Management increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $896K and bringing the position to 95,835 shares worth $8.41M. The position accounts for 8.5% of the portfolio, ranked #4.

Account Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Account Management held 95,835 shares of NextEra Energy worth $8.41M as of Q2 2026.
Account Management bought 9,900 NextEra Energy shares in Q2 2026, an estimated $896K.
NextEra Energy made up 8.5% of Account Management's portfolio in Q2 2026, its #4 holding.
Account Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Account Management's 13F filing for Q2 2026, filed 4 Aug 2026.