Axiom Investment Management’s NextEra Energy NEE Stock Holding History

Axiom 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	$42.6K	Buy	485 +142	+41%	+$12.8K	0.03%	232
2026 Q1	$31.9K	Buy	+343	New	+$30.5K	0.02%	233
2022 Q4	–	Sell	-8,578	Closed	-$673K	–	295
2022 Q3	$673K	Hold	8,578	–	–	1.35%	17
2022 Q2	$664K	Hold	8,578	–	–	1.91%	17
2022 Q1	$727K	Sell	8,578 -1,133	-12%	-$90.8K	1.58%	19
2021 Q4	$908K	Sell	9,711 -1,000	-9%	-$86.4K	0.88%	29
2021 Q3	$841K	Hold	10,711	–	–	0.85%	28
2021 Q2	$784K	Buy	10,711 +6,294	+142%	+$472K	0.61%	42
2021 Q1	$334K	Buy	+4,417	New	+$345K	0.27%	89
2019 Q4	–	Sell	-9,032	Closed	-$527K	–	192
2019 Q3	$527K	Sell	9,032 -28,588	-76%	-$1.55M	0.4%	72
2019 Q2	$1.93M	Buy	37,620 +3,552	+10%	+$175K	0.35%	71
2019 Q1	$1.65M	Buy	34,068 +1,212	+4%	+$55.4K	0.31%	76
2018 Q4	$1.43M	Buy	+32,856	New	+$1.44M	0.3%	80

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 $3.38T AUM 44.17% 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

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

Axiom Investment Management increased its NextEra Energy (NEE) stake by 41% in Q2 2026, buying an estimated $12.8K and bringing the position to 485 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #232.

Axiom Investment Management first reported a position in NEE in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.93M in Q2 2019. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Axiom Investment Management held 485 shares of NextEra Energy worth $42.6K as of Q2 2026.
Axiom Investment Management bought 142 NextEra Energy shares in Q2 2026, an estimated $12.8K.
NextEra Energy made up 0.03% of Axiom Investment Management's portfolio in Q2 2026, its #232 holding.
Axiom Investment Management first reported a position in NextEra Energy in Q4 2018 and has held it in 13 quarters since.
Axiom Investment Management's NextEra Energy position peaked at $1.93M in Q2 2019.
3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.