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Custom Index Systems’s NextEra Energy NEE Stock Holding History

Custom Index Systems’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 		$930K Buy
10,595
+179
+2% +$16.2K 0.33% 76
2026
Q1 		$967K Buy
10,416
+2,265
+28% +$201K 0.42% 59
2025
Q4 		$654K Sell
8,151
-2,333
-22% -$193K 0.29% 102
2025
Q3 		$791K Buy
10,484
+3,618
+53% +$264K 0.24% 116
2025
Q2 		$477K Buy
+6,866
New +$477K 0.23% 143

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Custom Index Systems's NEE Position: Q2 2026 in Review

Custom Index Systems increased its NextEra Energy (NEE) stake by 1.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 10,595 shares worth $930K. The position accounts for 0.33% of the portfolio, ranked #76.

Custom Index Systems first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $967K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Custom Index Systems held 10,595 shares of NextEra Energy worth $930K as of Q2 2026.
  • Custom Index Systems bought 179 NextEra Energy shares in Q2 2026, an estimated $16.2K.
  • NextEra Energy made up 0.33% of Custom Index Systems's portfolio in Q2 2026, its #76 holding.
  • Custom Index Systems first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Custom Index Systems's NextEra Energy position peaked at $967K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.