Cercano Management’s NextEra Energy NEE Stock Holding History

Cercano Management’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	$423K	Hold	4,824	–	–	0.06%	88
2026 Q1	$448K	Hold	4,824	–	–	0.02%	100
2025 Q4	$387K	Hold	4,824	–	–	0.01%	108
2025 Q3	$364K	Hold	4,824	–	–	0.01%	119
2025 Q2	$335K	Hold	4,824	–	–	0.01%	122
2025 Q1	$342K	Hold	4,824	–	–	0.01%	117
2024 Q4	$346K	Hold	4,824	–	–	0.01%	139
2024 Q3	$408K	Buy	+4,824	New	+$376K	0.01%	118
2023 Q3	–	Sell	-19,907	Closed	-$1.48M	–	111
2023 Q2	$1.48M	Buy	19,907 +6,707	+51%	+$508K	0.05%	86
2023 Q1	$1.02M	Buy	+13,200	New	+$1.02M	0.04%	84

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

Cercano Management's NEE Position: Q2 2026 in Review

Cercano Management held its NextEra Energy (NEE) position steady in Q2 2026 at 4,824 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #88.

Cercano Management first reported a position in NEE in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q2 2023. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cercano Management held 4,824 shares of NextEra Energy worth $423K as of Q2 2026.
Cercano Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Cercano Management's portfolio in Q2 2026, its #88 holding.
Cercano Management first reported a position in NextEra Energy in Q1 2023 and has held it in 10 quarters since.
Cercano Management's NextEra Energy position peaked at $1.48M in Q2 2023.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.