Curi RMB Capital’s NextEra Energy NEE Stock Holding History

Curi RMB Capital’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	$3.03M	Sell	34,480 -3,376	-9%	-$305K	0.05%	298
2026 Q1	$3.52M	Sell	37,856 -599	-2%	-$53.3K	0.06%	257
2025 Q4	$3.09M	Sell	38,455 -15	-0%	-$1.24K	0.05%	274
2025 Q3	$2.9M	Sell	38,470 -550	-1%	-$40.2K	0.05%	279
2025 Q2	$2.71M	Buy	39,020 +15,664	+67%	+$1.09M	0.05%	284
2025 Q1	$1.66M	Sell	23,356 -4,601	-16%	-$325K	0.04%	288
2024 Q4	$2M	Sell	27,957 -4,871	-15%	-$378K	0.05%	265
2024 Q3	$2.77M	Sell	32,828 -96	-0.3%	-$7.49K	0.06%	234
2024 Q2	$2.33M	Sell	32,924 -1,352	-4%	-$95.9K	0.06%	250
2024 Q1	$2.19M	Buy	34,276 +8,258	+32%	+$484K	0.05%	261
2023 Q4	$1.58M	Sell	26,018 -50	-0.2%	-$2.85K	0.05%	255
2023 Q3	$1.49M	Sell	26,068 -493	-2%	-$34.1K	0.05%	250
2023 Q2	$1.97M	Sell	26,561 -365	-1%	-$27.6K	0.06%	225
2023 Q1	$2.08M	Buy	26,926 +53	+0.2%	+$4.08K	0.07%	207
2022 Q4	$2.25M	Sell	26,873 -77	-0.3%	-$6.22K	0.08%	207
2022 Q3	$2.11M	Buy	26,950 +101	+0.4%	+$8.57K	0.08%	222
2022 Q2	$2.08M	Sell	26,849 -638	-2%	-$48.6K	0.07%	216
2022 Q1	$2.33M	Buy	27,487 +1,254	+5%	+$100K	0.07%	185
2021 Q4	$2.45M	Sell	26,233 -572	-2%	-$49.4K	0.07%	184
2021 Q3	$2.1M	Buy	26,805 +524	+2%	+$42.3K	0.07%	201
2021 Q2	$1.93M	Buy	26,281 +1,120	+4%	+$84.1K	0.06%	214
2021 Q1	$1.9M	Buy	25,161 +29	+0.1%	+$2.26K	0.07%	193
2020 Q4	$1.94M	Sell	25,132 -24	-0.1%	-$1.79K	0.07%	220
2020 Q3	$1.75M	Sell	25,156 -1,488	-6%	-$103K	0.08%	209
2020 Q2	$1.6M	Sell	26,644 -36	-0.1%	-$2.15K	0.07%	238
2020 Q1	$1.6M	Buy	26,680 +512	+2%	+$32.2K	0.08%	219
2019 Q4	$1.58M	Buy	26,168 +32	+0.1%	+$1.87K	0.04%	308
2019 Q3	$1.52M	Sell	26,136 -1,300	-5%	-$70.4K	0.04%	336
2019 Q2	$1.41M	Buy	27,436 +2,284	+9%	+$112K	0.04%	370
2019 Q1	$1.22M	Sell	25,152 -3,820	-13%	-$175K	0.03%	420
2018 Q4	$1.26M	Sell	28,972 -9,340	-24%	-$408K	0.03%	453
2018 Q3	$1.6M	Buy	38,312 +6,320	+20%	+$269K	0.04%	423
2018 Q2	$1.34M	Sell	31,992 -1,628	-5%	-$65.7K	0.03%	445
2018 Q1	$1.37M	Sell	33,620 -12,112	-26%	-$467K	0.04%	449
2017 Q4	$1.79M	Sell	45,732 -1,676	-4%	-$64.7K	0.05%	398
2017 Q3	$1.74M	Sell	47,408 -264	-0.6%	-$9.67K	0.04%	378
2017 Q2	$1.67M	Buy	+47,672	New	+$1.63M	0.05%	390
2016 Q3	–	Sell	-6,492	Closed	-$211K	–	486
2016 Q2	$211K	Buy	+6,492	New	+$195K	0.01%	391

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

Curi RMB Capital's NEE Position: Q2 2026 in Review

Curi RMB Capital reduced its NextEra Energy (NEE) stake by 8.9% in Q2 2026, selling an estimated $305K and leaving 34,480 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #298.

Curi RMB Capital first reported a position in NEE in Q2 2016 and has held it in 38 quarters since. The position peaked at $3.52M in Q1 2026. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Curi RMB Capital held 34,480 shares of NextEra Energy worth $3.03M as of Q2 2026.
Curi RMB Capital sold 3,376 NextEra Energy shares in Q2 2026, an estimated $305K.
NextEra Energy made up 0.05% of Curi RMB Capital's portfolio in Q2 2026, its #298 holding.
Curi RMB Capital first reported a position in NextEra Energy in Q2 2016 and has held it in 38 quarters since.
Curi RMB Capital's NextEra Energy position peaked at $3.52M in Q1 2026.
3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.