Clear Investment Research’s NextEra Energy NEE Stock Holding History

Clear Investment Research’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	-55	Closed	-$5.1K	–	156
2026 Q1	$5.1K	Buy	+55	New	+$4.89K	0.01%	183
2025 Q4	–	Sell	-54	Closed	-$4.09K	–	167
2025 Q3	$4.09K	Buy	54 +1	+2%	+$73	0.01%	204
2025 Q2	$3.73K	Hold	53	–	–	﹤0.01%	183
2025 Q1	$3.78K	Buy	53 +1	+2%	+$71	0.01%	175
2024 Q4	$3.8K	Buy	52 +1	+2%	+$78	﹤0.01%	176
2024 Q3	$4.36K	Hold	51	–	–	0.01%	173
2024 Q2	$3.63K	Sell	51 -23	-31%	-$1.63K	﹤0.01%	170
2024 Q1	$4.78K	Sell	74 -384	-84%	-$22.5K	0.01%	168
2023 Q4	$27.8K	Buy	458 +364	+387%	+$20.7K	0.04%	135
2023 Q3	$5.42K	Hold	94	–	–	0.01%	143
2023 Q2	$6.99K	Buy	94 +20	+27%	+$1.51K	0.01%	138
2023 Q1	$5.7K	Sell	74 -17	-19%	-$1.31K	0.01%	136
2022 Q4	$8K	Buy	+91	New	+$7.35K	0.02%	125
2019 Q4	–	Sell	-16	Closed	-$1K	–	280
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	182
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	181
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	177
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	168
2018 Q3	$1K	Buy	+16	New	+$681	﹤0.01%	176

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

Clear Investment Research's NEE Position: Q2 2026 in Review

Clear Investment Research sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 55 shares — an estimated $5.1K sold.

Clear Investment Research first reported a position in NEE in Q3 2018 and held it in 18 quarters. The position peaked at $27.8K in Q4 2023. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Clear Investment Research reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 55 NextEra Energy shares in Q2 2026, an estimated $5.1K.
Clear Investment Research first reported a position in NextEra Energy in Q3 2018 and held it in 18 quarters.
Clear Investment Research's NextEra Energy position peaked at $27.8K in Q4 2023.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.