Collective Family Office’s NextEra Energy NEE Stock Holding History

Collective Family Office’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	$212K	Hold	2,416	–	–	0.04%	158
2026 Q1	$224K	Buy	+2,416	New	+$215K	0.05%	150
2022 Q3	–	Sell	-3,721	Closed	-$288K	–	189
2022 Q2	$288K	Sell	3,721 -21	-0.6%	-$1.6K	0.12%	152
2022 Q1	$317K	Sell	3,742 -15	-0.4%	-$1.2K	0.12%	150
2021 Q4	$351K	Buy	3,757 +213	+6%	+$18.4K	0.14%	137
2021 Q3	$278K	Buy	3,544 +36	+1%	+$2.9K	0.12%	145
2021 Q2	$257K	Hold	3,508	–	–	0.11%	151
2021 Q1	$265K	Buy	3,508 +320	+10%	+$25K	0.13%	143
2020 Q4	$246K	Buy	+3,188	New	+$238K	0.14%	141

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

Collective Family Office's NEE Position: Q2 2026 in Review

Collective Family Office held its NextEra Energy (NEE) position steady in Q2 2026 at 2,416 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #158.

Collective Family Office first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $351K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Collective Family Office held 2,416 shares of NextEra Energy worth $212K as of Q2 2026.
Collective Family Office left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of Collective Family Office's portfolio in Q2 2026, its #158 holding.
Collective Family Office first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
Collective Family Office's NextEra Energy position peaked at $351K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.