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Ascent Group’s NextEra Energy NEE Stock Holding History

Ascent Group’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 		$2.67M Sell
30,432
-9,933
-25% -$898K 0.08% 220
2026
Q1 		$3.75M Sell
40,365
-14,677
-27% -$1.3M 0.13% 154
2025
Q4 		$4.42M Sell
55,042
-1,171
-2% -$97K 0.15% 135
2025
Q3 		$4.24M Buy
56,213
+3,259
+6% +$238K 0.15% 133
2025
Q2 		$3.68M Sell
52,954
-664
-1% -$46.1K 0.14% 145
2025
Q1 		$3.8M Sell
53,618
-34
-0.1% -$2.4K 0.16% 135
2024
Q4 		$3.85M Buy
53,652
+2,298
+4% +$179K 0.29% 89
2024
Q3 		$4.34M Buy
51,354
+15,568
+44% +$1.21M 0.33% 73
2024
Q2 		$2.53M Buy
35,786
+4,620
+15% +$328K 0.21% 132
2024
Q1 		$1.99M Buy
31,166
+108
+0.3% +$6.33K 0.18% 173
2023
Q4 		$1.79M Sell
31,058
-2,150
-6% -$123K 0.17% 169
2023
Q3 		$1.82M Sell
33,208
-24,336
-42% -$1.68M 0.2% 151
2023
Q2 		$3.95M Buy
57,544
+8,232
+17% +$623K 0.44% 52
2023
Q1 		$3.8M Buy
49,312
+6,198
+14% +$477K 0.4% 52
2022
Q4 		$3.6M Buy
43,114
+1,611
+4% +$130K 0.42% 54
2022
Q3 		$3.22M Buy
41,503
+4,577
+12% +$388K 0.39% 59
2022
Q2 		$3.12M Buy
36,926
+3,593
+11% +$274K 0.37% 74
2022
Q1 		$2.82M Buy
33,333
+969
+3% +$77.7K 0.33% 103
2021
Q4 		$2.67M Buy
+32,364
New +$2.8M 0.34% 102

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

Ascent Group's NEE Position: Q2 2026 in Review

Ascent Group reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $898K and leaving 30,432 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #220.

Ascent Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ascent Group held 30,432 shares of NextEra Energy worth $2.67M as of Q2 2026.
  • Ascent Group sold 9,933 NextEra Energy shares in Q2 2026, an estimated $898K.
  • NextEra Energy made up 0.08% of Ascent Group's portfolio in Q2 2026, its #220 holding.
  • Ascent Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's NextEra Energy position peaked at $4.42M in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.