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AGP Franklin’s NextEra Energy NEE Stock Holding History

AGP Franklin’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 		$1.42M Buy
16,123
+234
+1% +$21.2K 0.61% 51
2026
Q1 		$1.48M Sell
15,889
-14,876
-48% -$1.32M 0.74% 45
2025
Q4 		$2.47M Sell
30,765
-1,157
-4% -$95.8K 1.16% 31
2025
Q3 		$2.41M Buy
31,922
+442
+1% +$32.3K 1.17% 34
2025
Q2 		$2.19M Buy
31,480
+1,334
+4% +$92.7K 1.16% 34
2025
Q1 		$2.04M Sell
30,146
-9,452
-24% -$667K 1.26% 32
2024
Q4 		$2.84M Buy
+39,598
New +$3.08M 1.73% 18

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

AGP Franklin's NEE Position: Q2 2026 in Review

AGP Franklin increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $21.2K and bringing the position to 16,123 shares worth $1.42M. The position accounts for 0.61% of the portfolio, ranked #51.

AGP Franklin first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q4 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • AGP Franklin held 16,123 shares of NextEra Energy worth $1.42M as of Q2 2026.
  • AGP Franklin bought 234 NextEra Energy shares in Q2 2026, an estimated $21.2K.
  • NextEra Energy made up 0.61% of AGP Franklin's portfolio in Q2 2026, its #51 holding.
  • AGP Franklin first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • AGP Franklin's NextEra Energy position peaked at $2.84M in Q4 2024.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AGP Franklin's 13F filing for Q2 2026, filed 30 Jul 2026.