Capital World Investors’s NextEra Energy NEE Stock Holding History

Capital World Investors’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	$283M	Buy	3,220,104 +101,100	+3%	+$9.15M	0.03%	287
2026 Q1	$290M	Buy	3,119,004 +658,201	+27%	+$58.5M	0.04%	261
2025 Q4	$198M	Hold	2,460,803	–	–	0.03%	283
2025 Q3	$186M	Hold	2,460,803	–	–	0.03%	282
2025 Q2	$171M	Hold	2,460,803	–	–	0.02%	285
2025 Q1	$174M	Buy	2,460,803 +568,262	+30%	+$40.1M	0.03%	279
2024 Q4	$136M	Hold	1,892,541	–	–	0.02%	312
2024 Q3	$160M	Hold	1,892,541	–	–	0.02%	295
2024 Q2	$134M	Hold	1,892,541	–	–	0.02%	311
2024 Q1	$121M	Hold	1,892,541	–	–	0.02%	328
2023 Q4	$115M	Buy	+1,892,541	New	+$108M	0.02%	326
2022 Q1	–	Sell	-15,218,874	Closed	-$1.42B	–	604
2021 Q4	$1.42B	Sell	15,218,874 -356,543	-2%	-$30.8M	0.22%	106
2021 Q3	$1.22B	Sell	15,575,417 -1,835	-0%	-$148K	0.21%	111
2021 Q2	$1.14B	Buy	15,577,252 +3,513,784	+29%	+$264M	0.19%	123
2021 Q1	$912M	Buy	+12,063,468	New	+$941M	0.17%	141
2020 Q4	–	Sell	-210,504	Closed	-$14.6M	–	577
2020 Q3	$14.6M	Buy	+210,504	New	+$14.5M	﹤0.01%	490
2016 Q2	–	Sell	-702,696	Closed	-$20.8M	–	507
2016 Q1	$20.8M	Sell	702,696 -1,857,304	-73%	-$52.1M	0.01%	398
2015 Q4	$66.5M	Hold	2,560,000	–	–	0.02%	316
2015 Q3	$62.4M	Hold	2,560,000	–	–	0.02%	323
2015 Q2	$62.7M	Hold	2,560,000	–	–	0.02%	345
2015 Q1	$66.6M	Hold	2,560,000	–	–	0.02%	336
2014 Q4	$68M	Hold	2,560,000	–	–	0.02%	340
2014 Q3	$60.1M	Buy	+2,560,000	New	+$61.8M	0.02%	349

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

VPM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors's NEE Position: Q2 2026 in Review

Capital World Investors increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $9.15M and bringing the position to 3,220,104 shares worth $283M. The position accounts for 0.03% of the portfolio, ranked #287.

Capital World Investors first reported a position in NEE in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.42B in Q4 2021. 2,637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Capital World Investors held 3,220,104 shares of NextEra Energy worth $283M as of Q2 2026.
Capital World Investors bought 101,100 NextEra Energy shares in Q2 2026, an estimated $9.15M.
NextEra Energy made up 0.03% of Capital World Investors's portfolio in Q2 2026, its #287 holding.
Capital World Investors first reported a position in NextEra Energy in Q3 2014 and has held it in 23 quarters since.
Capital World Investors's NextEra Energy position peaked at $1.42B in Q4 2021.
2,637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.