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Accredited Investors’s NextEra Energy NEE Stock Holding History

Accredited Investors’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 		$202K Sell
2,296
-17
-0.7% -$1.54K 0.01% 293
2026
Q1 		$215K Sell
2,313
-2,366
-51% -$210K 0.01% 263
2025
Q4 		$376K Buy
4,679
+161
+4% +$13.3K 0.02% 192
2025
Q3 		$341K Buy
4,518
+413
+10% +$30.2K 0.02% 184
2025
Q2 		$285K Buy
4,105
+400
+11% +$27.8K 0.02% 196
2025
Q1 		$263K Sell
3,705
-57
-2% -$4.02K 0.02% 188
2024
Q4 		$270K Sell
3,762
-2
-0.1% -$155 0.02% 188
2024
Q3 		$318K Sell
3,764
-288
-7% -$22.5K 0.02% 173
2024
Q2 		$287K Buy
4,052
+290
+8% +$20.6K 0.02% 168
2024
Q1 		$240K Sell
3,762
-85
-2% -$4.98K 0.02% 186
2023
Q4 		$234K Sell
3,847
-200
-5% -$11.4K 0.02% 179
2023
Q3 		$232K Buy
4,047
+1
+0% +$69 0.02% 165
2023
Q2 		$300K Hold
4,046
– – 0.02% 146
2023
Q1 		$312K Sell
4,046
-12
-0.3% -$923 0.02% 142
2022
Q4 		$339K Sell
4,058
-429
-10% -$34.7K 0.03% 130
2022
Q3 		$352K Buy
4,487
+343
+8% +$29.1K 0.04% 117
2022
Q2 		$321K Sell
4,144
-27
-0.6% -$2.06K 0.04% 134
2022
Q1 		$353K Buy
4,171
+1,525
+58% +$122K 0.03% 135
2021
Q4 		$247K Buy
2,646
+24
+0.9% +$2.07K 0.02% 156
2021
Q3 		$206K Buy
+2,622
New +$211K 0.02% 164
2021
Q2 		– Sell
-2,717
Closed -$205K – 166
2021
Q1 		$205K Sell
2,717
-1,175
-30% -$91.7K 0.03% 151
2020
Q4 		$300K Buy
+3,892
New +$291K 0.05% 122

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accredited Investors's NEE Position: Q2 2026 in Review

Accredited Investors reduced its NextEra Energy (NEE) stake by 0.73% in Q2 2026, selling an estimated $1.54K and leaving 2,296 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #293.

Accredited Investors first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $376K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Accredited Investors held 2,296 shares of NextEra Energy worth $202K as of Q2 2026.
  • Accredited Investors sold 17 NextEra Energy shares in Q2 2026, an estimated $1.54K.
  • NextEra Energy made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #293 holding.
  • Accredited Investors first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Accredited Investors's NextEra Energy position peaked at $376K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.