Broadwater Capital’s NextEra Energy NEE Stock Holding History

Broadwater Capital’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	$281K	Hold	3,206	–	–	0.2%	64
2026 Q1	$257K	Hold	3,206	–	–	0.19%	66
2025 Q4	$257K	Hold	3,206	–	–	0.19%	66
2025 Q3	$242K	Sell	3,206 -219,355	-99%	-$16M	0.18%	71
2025 Q2	$223M	Buy	222,561 +219,355	+6,842%	+$15.2M	0.17%	73
2025 Q1	$227K	Hold	3,206	–	–	0.18%	72
2024 Q4	$230K	Hold	3,206	–	–	0.18%	75
2024 Q3	$271K	Hold	3,206	–	–	0.2%	71
2024 Q2	$227K	Hold	3,206	–	–	0.18%	74
2024 Q1	$205K	Hold	3,206	–	–	0.16%	79
2023 Q4	$195K	Buy	+3,206	New	+$183K	0.15%	80

Other funds holding NEE

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Broadwater Capital's NEE Position: Q2 2026 in Review

Broadwater Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 3,206 shares worth $281K. The position accounts for 0.2% of the portfolio, ranked #64.

Broadwater Capital first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $223M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Broadwater Capital held 3,206 shares of NextEra Energy worth $281K as of Q2 2026.
Broadwater Capital left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.2% of Broadwater Capital's portfolio in Q2 2026, its #64 holding.
Broadwater Capital first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's NextEra Energy position peaked at $223M in Q2 2025.
1,743 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.