Ausbil Investment Management’s NextEra Energy NEE Stock Holding History

Ausbil Investment 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	$11.6M	Sell	134,490 -6,564	-5%	-$594K	5.26%	5
2026 Q1	$13.1M	Buy	141,054 +11,260	+9%	+$1M	6.52%	2
2025 Q4	$10.4M	Sell	129,794 -10,476	-7%	-$868K	5.92%	1
2025 Q3	$11M	Buy	140,270 +58,977	+73%	+$4.31M	5.89%	1
2025 Q2	$5.64M	Hold	81,293	–	–	3.31%	8
2025 Q1	$5.76M	Buy	81,293 +22,137	+37%	+$1.56M	3.52%	8
2024 Q4	$4.26M	Sell	59,156 -114,068	-66%	-$8.86M	2.56%	19
2024 Q3	$14.6M	Sell	173,224 -61,804	-26%	-$4.82M	5.05%	3
2024 Q2	$16.6M	Sell	235,028 -61,039	-21%	-$4.33M	7.68%	1
2024 Q1	$18.8M	Buy	296,067 +15,379	+5%	+$901K	9.4%	1
2023 Q4	$17M	Buy	280,688 +85,273	+44%	+$4.86M	9.24%	1
2023 Q3	$10.2M	Sell	195,415 -1,091	-0.6%	-$75.5K	6.31%	3
2023 Q2	$14.6M	Buy	196,506 +3,200	+2%	+$242K	9.04%	1
2023 Q1	$14.9M	Buy	193,306 +17,093	+10%	+$1.31M	10.43%	1
2022 Q4	$14.9M	Buy	+176,213	New	+$14.2M	9.69%	1

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ausbil Investment Management's NEE Position: Q2 2026 in Review

Ausbil Investment Management reduced its NextEra Energy (NEE) stake by 4.7% in Q2 2026, selling an estimated $594K and leaving 134,490 shares worth $11.6M. The position accounts for 5.26% of the portfolio, ranked #5.

Ausbil Investment Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.8M in Q1 2024. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ausbil Investment Management held 134,490 shares of NextEra Energy worth $11.6M as of Q2 2026.
Ausbil Investment Management sold 6,564 NextEra Energy shares in Q2 2026, an estimated $594K.
NextEra Energy made up 5.26% of Ausbil Investment Management's portfolio in Q2 2026, its #5 holding.
Ausbil Investment Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Ausbil Investment Management's NextEra Energy position peaked at $18.8M in Q1 2024.
1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.