AM Investment Strategies’s NextEra Energy NEE Stock Holding History

AM Investment Strategies’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	$441K	Hold	5,026	–	–	0.08%	77
2026 Q1	$467K	Buy	5,026 +2,000	+66%	+$178K	0.1%	74
2025 Q4	$243K	Sell	3,026 -16	-0.5%	-$1.32K	0.05%	103
2025 Q3	$230K	Sell	3,042 -10	-0.3%	-$731	0.05%	100
2025 Q2	$211K	Buy	3,052 +11	+0.4%	+$764	0.05%	99
2025 Q1	$216K	Hold	3,041	–	–	0.05%	97
2024 Q4	$218K	Sell	3,041 -201	-6%	-$15.6K	0.05%	95
2024 Q3	$274K	Buy	3,242 +93	+3%	+$7.26K	0.07%	82
2024 Q2	$223K	Buy	+3,149	New	+$223K	0.06%	96
2023 Q3	–	Sell	-3,071	Closed	-$228K	–	96
2023 Q2	$228K	Buy	+3,071	New	+$232K	0.07%	86

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

AM Investment Strategies's NEE Position: Q2 2026 in Review

AM Investment Strategies held its NextEra Energy (NEE) position steady in Q2 2026 at 5,026 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #77.

AM Investment Strategies first reported a position in NEE in Q2 2023 and has held it in 10 quarters since. The position peaked at $467K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AM Investment Strategies held 5,026 shares of NextEra Energy worth $441K as of Q2 2026.
AM Investment Strategies left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.08% of AM Investment Strategies's portfolio in Q2 2026, its #77 holding.
AM Investment Strategies first reported a position in NextEra Energy in Q2 2023 and has held it in 10 quarters since.
AM Investment Strategies's NextEra Energy position peaked at $467K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.