Aquatic Capital Management’s NextEra Energy NEE Stock Holding History

Aquatic Capital 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	$12.1M	Buy	+138,177	New	+$12.5M	0.42%	44
2026 Q1	–	Sell	-31,548	Closed	-$2.53M	–	1671
2025 Q4	$2.53M	Sell	31,548 -243,207	-89%	-$20.1M	0.07%	326
2025 Q3	$20.7M	Buy	274,755 +243,158	+770%	+$17.8M	0.38%	60
2025 Q2	$2.19M	Buy	+31,597	New	+$2.19M	0.04%	449
2025 Q1	–	Sell	-297,532	Closed	-$21.3M	–	1511
2024 Q4	$21.3M	Buy	297,532 +217,832	+273%	+$16.9M	0.58%	37
2024 Q3	$6.74M	Buy	79,700 +20,200	+34%	+$1.58M	0.18%	149
2024 Q2	$4.21M	Buy	+59,500	New	+$4.22M	0.16%	137
2024 Q1	–	Sell	-99,400	Closed	-$6.04M	–	1494
2023 Q4	$6.04M	Buy	99,400 +29,300	+42%	+$1.67M	0.15%	150
2023 Q3	$4.02M	Buy	70,100 +28,000	+67%	+$1.94M	0.17%	150
2023 Q2	$3.12M	Sell	42,100 -189,100	-82%	-$14.3M	0.17%	141
2023 Q1	$17.8M	Buy	+231,200	New	+$17.8M	1.1%	11
2022 Q4	–	Sell	-14,400	Closed	-$1.13M	–	1662
2022 Q3	$1.13M	Buy	+14,400	New	+$1.22M	0.11%	239
2022 Q2	–	Sell	-2,200	Closed	-$186K	–	1443
2022 Q1	$186K	Buy	+2,200	New	+$176K	0.28%	77

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

Aquatic Capital Management's NEE Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in NextEra Energy (NEE) in Q2 2026: 138,177 shares worth $12.1M. The stake represents 0.42% of the portfolio and ranks #44 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in NEE as recently as Q4 2025.

Aquatic Capital Management first reported a position in NEE in Q1 2022 and has held it in 13 quarters since. The position peaked at $21.3M in Q4 2024. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aquatic Capital Management held 138,177 shares of NextEra Energy worth $12.1M as of Q2 2026.
NextEra Energy was a new Aquatic Capital Management position in Q2 2026.
NextEra Energy made up 0.42% of Aquatic Capital Management's portfolio in Q2 2026, its #44 holding.
Aquatic Capital Management first reported a position in NextEra Energy in Q1 2022 and has held it in 13 quarters since.
Aquatic Capital Management's NextEra Energy position peaked at $21.3M in Q4 2024.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.