Close Asset Management’s NextEra Energy NEE Stock Holding History

Close Asset 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	$2.24M	Buy	25,486 +514	+2%	+$46.5K	0.06%	66
2026 Q1	$2.32M	Buy	24,972 +22,074	+762%	+$1.96M	0.06%	70
2025 Q4	$233K	Buy	2,898 +49	+2%	+$4.06K	0.01%	126
2025 Q3	$215K	Sell	2,849 -243	-8%	-$17.8K	﹤0.01%	127
2025 Q2	$215K	Sell	3,092 -8,758	-74%	-$608K	0.01%	120
2025 Q1	$840K	Buy	11,850 +2,307	+24%	+$163K	0.02%	84
2024 Q4	$684K	Hold	9,543	–	–	0.02%	90
2024 Q3	$807K	Buy	9,543 +317	+3%	+$24.7K	0.02%	84
2024 Q2	$653K	Sell	9,226 -1,232	-12%	-$87.4K	0.02%	87
2024 Q1	$668K	Sell	10,458 -6,838	-40%	-$401K	0.02%	84
2023 Q4	$1.05M	Sell	17,296 -4,101	-19%	-$234K	0.04%	66
2023 Q3	$1.23M	Buy	21,397 +7,019	+49%	+$486K	0.06%	64
2023 Q2	$1.07M	Buy	14,378 +5,120	+55%	+$388K	0.05%	71
2023 Q1	$713K	Buy	9,258 +8,688	+1,524%	+$668K	0.04%	73
2022 Q4	$48K	Hold	570	–	–	﹤0.01%	131
2022 Q3	$45K	Hold	570	–	–	﹤0.01%	126
2022 Q2	$44K	Hold	570	–	–	﹤0.01%	126
2022 Q1	$53K	Hold	570	–	–	﹤0.01%	123
2021 Q4	$53K	Hold	570	–	–	﹤0.01%	123
2021 Q3	$45K	Hold	570	–	–	﹤0.01%	131
2021 Q2	$42K	Buy	570 +270	+90%	+$20.3K	﹤0.01%	135
2021 Q1	$23K	Buy	+300	New	+$23.4K	﹤0.01%	156

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

Close Asset Management's NEE Position: Q2 2026 in Review

Close Asset Management increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $46.5K and bringing the position to 25,486 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #66.

Close Asset Management first reported a position in NEE in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.32M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Close Asset Management held 25,486 shares of NextEra Energy worth $2.24M as of Q2 2026.
Close Asset Management bought 514 NextEra Energy shares in Q2 2026, an estimated $46.5K.
NextEra Energy made up 0.06% of Close Asset Management's portfolio in Q2 2026, its #66 holding.
Close Asset Management first reported a position in NextEra Energy in Q1 2021 and has held it in 22 quarters since.
Close Asset Management's NextEra Energy position peaked at $2.32M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Close Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.