Bank of Montreal’s NextEra Energy NEE Stock Holding History

Bank of Montreal’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	$11.4M	Sell	130,000 -20,000	-13%	-$1.81M	﹤0.01%	1107
2026 Q1	$13.9M	Sell	150,000 -820,000	-85%	-$72.9M	0.01%	981
2025 Q4	$77.9M	Buy	970,000 +969,800	+484,900%	+$80.3M	0.03%	426
2025 Q3	$15.1K	Sell	200 -569,800	-100%	-$41.6M	﹤0.01%	3313
2025 Q2	$39.6M	Hold	570,000	–	–	0.02%	497
2025 Q1	$40.4M	Buy	+570,000	New	+$40.2M	0.02%	494
2023 Q1	–	Sell	-646,100	Closed	-$54.5M	–	4052
2022 Q4	$54.5M	Sell	646,100 -59,300	-8%	-$4.79M	0.02%	360
2022 Q3	$56.4M	Hold	705,400	–	–	0.02%	336
2022 Q2	$57M	Hold	705,400	–	–	0.03%	360
2022 Q1	$60.4M	Buy	+705,400	New	+$56.5M	0.03%	401
2021 Q4	–	Sell	-449,200	Closed	-$38.7M	–	3737
2021 Q3	$38.7M	Sell	449,200 -250,800	-36%	-$20.2M	0.02%	649
2021 Q2	$52.5M	Sell	700,000 -100,000	-13%	-$7.5M	0.03%	497
2021 Q1	$62.2M	Buy	800,000 +600,000	+300%	+$46.8M	0.04%	360
2020 Q4	$15.9M	Buy	+200,000	New	+$15M	0.01%	800
2020 Q1	–	Sell	-28,000	Closed	-$1.7M	–	4491
2019 Q4	$1.7M	Buy	+28,000	New	+$1.63M	﹤0.01%	1975

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

Bank of Montreal's NEE Position: Q2 2026 in Review

Bank of Montreal increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $16.8M and bringing the position to 4,856,603 shares worth $426M. The position accounts for 0.14% of the portfolio, ranked #128.

Bank of Montreal first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $609M in Q4 2021. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bank of Montreal held 4,856,603 shares of NextEra Energy worth $426M as of Q2 2026.
Bank of Montreal bought 185,754 NextEra Energy shares in Q2 2026, an estimated $16.8M.
NextEra Energy made up 0.14% of Bank of Montreal's portfolio in Q2 2026, its #128 holding.
Bank of Montreal first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's NextEra Energy position peaked at $609M in Q4 2021.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.