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Caitlin John’s NextEra Energy NEE Stock Holding History

Caitlin John’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 		$151K Buy
1,719
+8
+0.5% +$724 0.08% 223
2026
Q1 		$159K Hold
1,711
– – 0.1% 190
2025
Q4 		$137K Sell
1,711
-1,708
-50% -$141K 0.09% 208
2025
Q3 		$258K Hold
3,419
– – 0.18% 119
2025
Q2 		$237K Hold
3,419
– – 0.22% 112
2025
Q1 		$242K Buy
3,419
+3,411
+42,638% +$241K 0.24% 110
2024
Q4 		$574 Sell
8
-85
-91% -$6.6K ﹤0.01% 780
2024
Q3 		$6.9K Buy
93
+85
+1,063% +$6.63K ﹤0.01% 534
2024
Q2 		$566 Sell
8
-3
-27% -$213 ﹤0.01% 770
2024
Q1 		$706 Sell
11
-16
-59% -$937 ﹤0.01% 778
2023
Q4 		$1.64K Buy
+27
New +$1.54K ﹤0.01% 705

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caitlin John's NEE Position: Q2 2026 in Review

Caitlin John increased its NextEra Energy (NEE) stake by 0.47% in Q2 2026, buying an estimated $724 and bringing the position to 1,719 shares worth $151K. The position accounts for 0.08% of the portfolio, ranked #223.

Caitlin John first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $258K in Q3 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Caitlin John held 1,719 shares of NextEra Energy worth $151K as of Q2 2026.
  • Caitlin John bought 8 NextEra Energy shares in Q2 2026, an estimated $724.
  • NextEra Energy made up 0.08% of Caitlin John's portfolio in Q2 2026, its #223 holding.
  • Caitlin John first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's NextEra Energy position peaked at $258K in Q3 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.