Carroll Investors’s NextEra Energy NEE Stock Holding History

Carroll 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	–	Sell	-2,728	Closed	-$253K	–	32
2026 Q1	$253K	Buy	+2,728	New	+$243K	0.14%	29
2023 Q2	–	Sell	-13,640	Closed	-$1.05M	–	30
2023 Q1	$1.05M	Sell	13,640 -1,271	-9%	-$97.7K	0.85%	22
2022 Q4	$1.25M	Hold	14,911	–	–	1.33%	19
2022 Q3	$1.19M	Buy	14,911 +11,151	+297%	+$946K	0.96%	17
2022 Q2	$291K	Hold	3,760	–	–	0.26%	26
2022 Q1	$318K	Hold	3,760	–	–	0.2%	27
2021 Q4	$350K	Buy	+3,760	New	+$325K	0.2%	29

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

Carroll Investors's NEE Position: Q2 2026 in Review

Carroll Investors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,728 shares — an estimated $253K sold.

Carroll Investors first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $1.25M in Q4 2022. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Carroll Investors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Carroll Investors sold 2,728 NextEra Energy shares in Q2 2026, an estimated $253K.
Carroll Investors first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
Carroll Investors's NextEra Energy position peaked at $1.25M in Q4 2022.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Carroll Investors's 13F filing for Q2 2026, filed 3 Aug 2026.