Carmel Capital Partners’s NextEra Energy NEE Stock Holding History

Carmel Capital Partners’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	$3.12M	Buy	35,599 +441	+1%	+$39.9K	1.03%	21
2026 Q1	$3.27M	Buy	35,158 +402	+1%	+$35.7K	1.18%	20
2025 Q4	$2.79M	Buy	34,756 +12,678	+57%	+$1.05M	0.98%	30
2025 Q3	$1.67M	Sell	22,078 -6,252	-22%	-$457K	0.7%	35
2025 Q2	$1.97M	Buy	28,330 +24,609	+661%	+$1.71M	0.69%	45
2025 Q1	$264K	Buy	3,721 +19	+0.5%	+$1.34K	0.1%	129
2024 Q4	$265K	Buy	3,702 +22	+0.6%	+$1.71K	0.11%	123
2024 Q3	$311K	Buy	3,680 +344	+10%	+$26.8K	0.12%	121
2024 Q2	$236K	Buy	+3,336	New	+$237K	0.1%	137
2023 Q4	–	Sell	-3,080	Closed	-$176K	–	495
2023 Q3	$176K	Buy	3,080 +281	+10%	+$19.5K	0.08%	159
2023 Q2	$208K	Buy	2,799 +274	+11%	+$20.7K	0.11%	115
2023 Q1	$195K	Buy	+2,525	New	+$194K	0.12%	131

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

Carmel Capital Partners's NEE Position: Q2 2026 in Review

Carmel Capital Partners increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $39.9K and bringing the position to 35,599 shares worth $3.12M. The position accounts for 1.03% of the portfolio, ranked #21.

Carmel Capital Partners first reported a position in NEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Carmel Capital Partners held 35,599 shares of NextEra Energy worth $3.12M as of Q2 2026.
Carmel Capital Partners bought 441 NextEra Energy shares in Q2 2026, an estimated $39.9K.
NextEra Energy made up 1.03% of Carmel Capital Partners's portfolio in Q2 2026, its #21 holding.
Carmel Capital Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 12 quarters since.
Carmel Capital Partners's NextEra Energy position peaked at $3.27M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.