Broadleaf Partners’s NextEra Energy NEE Stock Holding History

Broadleaf Partners’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	$211K	Hold	2,400	–	–	0.04%	83
2026 Q1	$223K	Buy	+2,400	New	+$213K	0.05%	81
2024 Q4	–	Sell	-2,400	Closed	-$203K	–	81
2024 Q3	$203K	Buy	+2,400	New	+$187K	0.05%	79
2023 Q1	–	Sell	-2,400	Closed	-$201K	–	73
2022 Q4	$201K	Buy	+2,400	New	+$194K	0.08%	72
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	67
2022 Q1	$203K	Hold	2,400	–	–	0.07%	68
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.07%	69

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

Broadleaf Partners's NEE Position: Q2 2026 in Review

Broadleaf Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 2,400 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #83.

Broadleaf Partners first reported a position in NEE in Q4 2021 and has held it in 6 quarters since. The position peaked at $224K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Broadleaf Partners held 2,400 shares of NextEra Energy worth $211K as of Q2 2026.
Broadleaf Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Broadleaf Partners's portfolio in Q2 2026, its #83 holding.
Broadleaf Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 6 quarters since.
Broadleaf Partners's NextEra Energy position peaked at $224K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.