Diversified Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Sell
3,035
-287
-9% -$26K 0.06% 152
2026
Q1
$309K Buy
3,322
+287
+9% +$25.5K 0.05% 214
2025
Q4
$244K Buy
+3,035
New +$251K 0.06% 155

Other funds holding NEE

Diversified Management's NEE Position: Q2 2026 in Review

Diversified Management reduced its NextEra Energy (NEE) stake by 8.6% in Q2 2026, selling an estimated $26K and leaving 3,035 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #152.

Diversified Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Diversified Management held 3,035 shares of NextEra Energy worth $266K as of Q2 2026.
  • Diversified Management sold 287 NextEra Energy shares in Q2 2026, an estimated $26K.
  • NextEra Energy made up 0.06% of Diversified Management's portfolio in Q2 2026, its #152 holding.
  • Diversified Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's NextEra Energy position peaked at $309K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.