Brown, Lisle/Cummings’s NextEra Energy NEE Stock Holding History

Brown, Lisle/Cummings’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	$1.4M	Buy	15,898 +16	+0.1%	+$1.45K	0.31%	78
2026 Q1	$1.48M	Buy	15,882 +200	+1%	+$17.8K	0.37%	71
2025 Q4	$1.26M	Sell	15,682 -225	-1%	-$18.6K	0.31%	81
2025 Q3	$1.2M	Hold	15,907	–	–	0.31%	81
2025 Q2	$1.1M	Sell	15,907 -174	-1%	-$12.1K	0.29%	81
2025 Q1	$1.14M	Buy	16,081 +31	+0.2%	+$2.19K	0.33%	78
2024 Q4	$1.15M	Buy	16,050 +751	+5%	+$58.3K	0.34%	73
2024 Q3	$1.29M	Sell	15,299 -200	-1%	-$15.6K	0.39%	64
2024 Q2	$1.1M	Buy	15,499 +2,916	+23%	+$207K	0.36%	69
2024 Q1	$804K	Hold	12,583	–	–	0.27%	89
2023 Q4	$764K	Buy	12,583 +10,183	+424%	+$580K	0.28%	84
2023 Q3	$137K	Hold	2,400	–	–	0.06%	206
2023 Q2	$178K	Hold	2,400	–	–	0.08%	189
2023 Q1	$185K	Buy	2,400 +75	+3%	+$5.77K	0.09%	177
2022 Q4	$194K	Buy	2,325 +100	+4%	+$8.08K	0.1%	160
2022 Q3	$174K	Hold	2,225	–	–	0.1%	161
2022 Q2	$172K	Buy	2,225 +60	+3%	+$4.57K	0.1%	169
2022 Q1	$183K	Buy	2,165 +200	+10%	+$16K	0.09%	175
2021 Q4	$183K	Buy	+1,965	New	+$170K	0.09%	169

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

Brown, Lisle/Cummings's NEE Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its NextEra Energy (NEE) stake by 0.1% in Q2 2026, buying an estimated $1.45K and bringing the position to 15,898 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #78.

Brown, Lisle/Cummings first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Brown, Lisle/Cummings held 15,898 shares of NextEra Energy worth $1.4M as of Q2 2026.
Brown, Lisle/Cummings bought 16 NextEra Energy shares in Q2 2026, an estimated $1.45K.
NextEra Energy made up 0.31% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #78 holding.
Brown, Lisle/Cummings first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's NextEra Energy position peaked at $1.48M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.