E Fund Management’s NextEra Energy NEE Stock Holding History

E Fund 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	$671K	Sell	7,650 -4	-0.1%	-$362	0.02%	220
2026 Q1	$711K	Buy	+7,654	New	+$680K	0.02%	218
2025 Q2	$366K	Sell	5,277 -11	-0.2%	-$764	0.02%	272
2025 Q1	$375K	Buy	5,288 +301	+6%	+$21.2K	0.02%	258
2024 Q4	$358K	Buy	4,987 +1,036	+26%	+$80.5K	0.02%	281
2024 Q3	$334K	Sell	3,951 -702	-15%	-$54.8K	0.02%	242
2024 Q2	$329K	Buy	+4,653	New	+$330K	0.02%	219
2023 Q3	–	Sell	-3,380	Closed	-$251K	–	311
2023 Q2	$251K	Sell	3,380 -322	-9%	-$24.4K	0.02%	242
2023 Q1	$285K	Sell	3,702 -145	-4%	-$11.2K	0.02%	234
2022 Q4	$322K	Sell	3,847 -132	-3%	-$10.7K	0.03%	219
2022 Q3	$312K	Buy	3,979 +78	+2%	+$6.62K	0.03%	231
2022 Q2	$302K	Buy	3,901 +73	+2%	+$5.56K	0.03%	230
2022 Q1	$324K	Sell	3,828 -501	-12%	-$40.2K	0.01%	177
2021 Q4	$404K	Buy	4,329 +51	+1%	+$4.41K	0.01%	186
2021 Q3	$336K	Buy	+4,278	New	+$345K	0.01%	174
2021 Q1	$260K	Buy	+3,445	New	+$269K	0.02%	193

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

E Fund Management's NEE Position: Q2 2026 in Review

E Fund Management reduced its NextEra Energy (NEE) stake by 0.05% in Q2 2026, selling an estimated $362 and leaving 7,650 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #220.

E Fund Management first reported a position in NEE in Q1 2021 and has held it in 16 quarters since. The position peaked at $711K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

E Fund Management held 7,650 shares of NextEra Energy worth $671K as of Q2 2026.
E Fund Management sold 4 NextEra Energy shares in Q2 2026, an estimated $362.
NextEra Energy made up 0.02% of E Fund Management's portfolio in Q2 2026, its #220 holding.
E Fund Management first reported a position in NextEra Energy in Q1 2021 and has held it in 16 quarters since.
E Fund Management's NextEra Energy position peaked at $711K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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