Bolthouse Investments’s NextEra Energy NEE Stock Holding History

Bolthouse Investments’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	$843K	Hold	9,600	–	–	0.68%	28
2026 Q1	$892K	Hold	9,600	–	–	0.81%	25
2025 Q4	$771K	Hold	9,600	–	–	0.69%	29
2025 Q3	$725K	Hold	9,600	–	–	0.66%	30
2025 Q2	$666K	Hold	9,600	–	–	0.66%	32
2025 Q1	$681K	Hold	9,600	–	–	0.71%	30
2024 Q4	$688K	Buy	+9,600	New	+$746K	0.64%	31

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

Bolthouse Investments's NEE Position: Q2 2026 in Review

Bolthouse Investments held its NextEra Energy (NEE) position steady in Q2 2026 at 9,600 shares worth $843K. The position accounts for 0.68% of the portfolio, ranked #28.

Bolthouse Investments first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bolthouse Investments held 9,600 shares of NextEra Energy worth $843K as of Q2 2026.
Bolthouse Investments left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.68% of Bolthouse Investments's portfolio in Q2 2026, its #28 holding.
Bolthouse Investments first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Bolthouse Investments's NextEra Energy position peaked at $892K in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.