AGF Management’s NextEra Energy NEE Stock Holding History

AGF 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	$38.7M	Buy	440,587 +277,748	+171%	+$25.1M	0.15%	122
2026 Q1	$15.1M	Buy	162,839 +13,309	+9%	+$1.18M	0.07%	170
2025 Q4	$12M	Buy	149,530 +19,665	+15%	+$1.63M	0.05%	182
2025 Q3	$9.8M	Sell	129,865 -49,829	-28%	-$3.64M	0.04%	225
2025 Q2	$12.5M	Sell	179,694 -30,367	-14%	-$2.11M	0.06%	193
2025 Q1	$14.9M	Sell	210,061 -957,408	-82%	-$67.6M	0.08%	165
2024 Q4	$83.7M	Buy	1,167,469 +447,663	+62%	+$34.8M	0.42%	72
2024 Q3	$60.8M	Sell	719,806 -348,703	-33%	-$27.2M	0.31%	98
2024 Q2	$75.7M	Sell	1,068,509 -336,369	-24%	-$23.9M	0.42%	76
2024 Q1	$89.8M	Buy	1,404,878 +498,991	+55%	+$29.2M	0.5%	67
2023 Q4	$55M	Sell	905,887 -35,946	-4%	-$2.05M	0.32%	99
2023 Q3	$54M	Buy	941,833 +218,621	+30%	+$15.1M	0.38%	92
2023 Q2	$53.7M	Sell	723,212 -146,054	-17%	-$11.1M	0.39%	86
2023 Q1	$67M	Buy	869,266 +487,758	+128%	+$37.5M	0.46%	74
2022 Q4	$31.9M	Buy	+381,508	New	+$30.8M	0.23%	113

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

AGF Management's NEE Position: Q2 2026 in Review

AGF Management increased its NextEra Energy (NEE) stake by 171% in Q2 2026, buying an estimated $25.1M and bringing the position to 440,587 shares worth $38.7M. The position accounts for 0.15% of the portfolio, ranked #122.

AGF Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $89.8M in Q1 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AGF Management held 440,587 shares of NextEra Energy worth $38.7M as of Q2 2026.
AGF Management bought 277,748 NextEra Energy shares in Q2 2026, an estimated $25.1M.
NextEra Energy made up 0.15% of AGF Management's portfolio in Q2 2026, its #122 holding.
AGF Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
AGF Management's NextEra Energy position peaked at $89.8M in Q1 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.