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Almanack Investment Partners’s NextEra Energy NEE Stock Holding History

Almanack Investment Partners’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 		$233K Buy
+2,654
New +$240K 0.03% 272
2022
Q3 		– Sell
-10,923
Closed -$846K – 851
2022
Q2 		$846K Sell
10,923
-345
-3% -$26.3K 0.08% 150
2022
Q1 		$954K Sell
11,268
-595
-5% -$47.7K 0.08% 157
2021
Q4 		$1.11M Buy
11,863
+95
+0.8% +$8.21K 0.09% 144
2021
Q3 		$924K Buy
11,768
+336
+3% +$27.1K 0.08% 167
2021
Q2 		$838K Sell
11,432
-54
-0.5% -$4.05K 0.08% 156
2021
Q1 		$868K Buy
11,486
+6
+0.1% +$468 0.09% 152
2020
Q4 		$886K Sell
11,480
-33,352
-74% -$2.49M 0.1% 124
2020
Q3 		$852K Buy
44,832
+33,184
+285% +$2.29M 0.1% 126
2020
Q2 		$699K Sell
11,648
-3,960
-25% -$237K 0.12% 92
2020
Q1 		$939K Buy
15,608
+3,032
+24% +$191K 0.2% 62
2019
Q4 		$761K Sell
12,576
-1,920
-13% -$112K 0.15% 78
2019
Q3 		$844K Buy
14,496
+464
+3% +$25.1K 0.16% 83
2019
Q2 		$719K Buy
14,032
+56
+0.4% +$2.75K 0.17% 76
2019
Q1 		$675K Buy
13,976
+964
+7% +$44.1K 0.19% 57
2018
Q4 		$565K Buy
13,012
+200
+2% +$8.75K 0.17% 72
2018
Q3 		$556K Buy
12,812
+2,124
+20% +$90.4K 0.15% 80
2018
Q2 		$446K Buy
10,688
+88
+0.8% +$3.55K 0.2% 45
2018
Q1 		$433K Buy
10,600
+2,032
+24% +$78.4K 0.17% 54
2017
Q4 		$334K Sell
8,568
-164
-2% -$6.33K 0.13% 78
2017
Q3 		$320K Buy
8,732
+80
+0.9% +$2.93K 0.16% 65
2017
Q2 		$303K Buy
8,652
+3,396
+65% +$116K 0.17% 86
2017
Q1 		$169K Sell
5,256
-1,944
-27% -$61.1K 0.13% 113
2016
Q4 		$215K Buy
+7,200
New +$215K 0.18% 62

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's NEE Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in NextEra Energy (NEE) in Q2 2026: 2,654 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in NEE as recently as Q2 2022.

Almanack Investment Partners first reported a position in NEE in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.11M in Q4 2021. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Almanack Investment Partners held 2,654 shares of NextEra Energy worth $233K as of Q2 2026.
  • NextEra Energy was a new Almanack Investment Partners position in Q2 2026.
  • NextEra Energy made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #272 holding.
  • Almanack Investment Partners first reported a position in NextEra Energy in Q4 2016 and has held it in 24 quarters since.
  • Almanack Investment Partners's NextEra Energy position peaked at $1.11M in Q4 2021.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.