Callan Family Office’s NextEra Energy NEE Stock Holding History

Callan Family Office’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	$5.21M	Buy	59,341 +1,332	+2%	+$120K	0.1%	194
2026 Q1	$5.39M	Sell	58,009 -321	-0.6%	-$28.5K	0.12%	180
2025 Q4	$4.68M	Buy	58,330 +13,814	+31%	+$1.14M	0.1%	199
2025 Q3	$3.36M	Sell	44,516 -3,042	-6%	-$222K	0.11%	198
2025 Q2	$3.3M	Buy	47,558 +27,377	+136%	+$1.9M	0.1%	209
2025 Q1	$1.43M	Sell	20,181 -13,018	-39%	-$919K	0.11%	165
2024 Q4	$2.38M	Buy	33,199 +30,278	+1,037%	+$2.35M	0.15%	127
2024 Q3	$247K	Buy	+2,921	New	+$228K	0.04%	158
2023 Q3	–	Sell	-5,043	Closed	-$374K	–	104
2023 Q2	$374K	Sell	5,043 -116	-2%	-$8.78K	0.1%	76
2023 Q1	$398K	Buy	5,159 +1,116	+28%	+$85.8K	0.1%	110
2022 Q4	$338K	Buy	+4,043	New	+$327K	0.11%	73

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 $3.38T AUM 44.17% 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

Callan Family Office's NEE Position: Q2 2026 in Review

Callan Family Office increased its NextEra Energy (NEE) stake by 2.3% in Q2 2026, buying an estimated $120K and bringing the position to 59,341 shares worth $5.21M. The position accounts for 0.1% of the portfolio, ranked #194.

Callan Family Office first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.39M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Callan Family Office held 59,341 shares of NextEra Energy worth $5.21M as of Q2 2026.
Callan Family Office bought 1,332 NextEra Energy shares in Q2 2026, an estimated $120K.
NextEra Energy made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #194 holding.
Callan Family Office first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
Callan Family Office's NextEra Energy position peaked at $5.39M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.