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Eagle Strategies’s NextEra Energy NEE Stock Holding History

Eagle Strategies’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 		$643K Buy
7,323
+14
+0.2% +$1.27K 0.06% 176
2026
Q1 		$679K Buy
7,309
+14
+0.2% +$1.25K 0.08% 160
2025
Q4 		$586K Buy
7,295
+1
+0% +$83 0.07% 155
2025
Q3 		$551K Sell
7,294
-20,736
-74% -$1.52M 0.07% 159
2025
Q2 		$1.95M Buy
28,030
+825
+3% +$57.3K 0.3% 73
2025
Q1 		$1.93M Buy
27,205
+832
+3% +$58.7K 0.34% 61
2024
Q4 		$1.89M Buy
26,373
+19,695
+295% +$1.53M 0.33% 66
2024
Q3 		$564K Buy
6,678
+2
+0% +$156 0.1% 128
2024
Q2 		$473K Buy
+6,676
New +$474K 0.09% 134
2024
Q1 		– Sell
-6,605
Closed -$401K – 312
2023
Q4 		$401K Hold
6,605
– – 0.09% 138
2023
Q3 		$378K Hold
6,605
– – 0.09% 129
2023
Q2 		$490K Buy
6,605
+39
+0.6% +$2.95K 0.12% 121
2023
Q1 		$506K Buy
6,566
+147
+2% +$11.3K 0.13% 111
2022
Q4 		$537K Sell
6,419
-138
-2% -$11.1K 0.16% 100
2022
Q3 		$514K Sell
6,557
-42
-0.6% -$3.56K 0.27% 65
2022
Q2 		$511K Hold
6,599
– – 0.19% 92
2022
Q1 		$559K Buy
6,599
+25
+0.4% +$2K 0.22% 78
2021
Q4 		$614K Buy
+6,574
New +$568K 0.24% 79

Other funds holding NEE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Eagle Strategies's NEE Position: Q2 2026 in Review

Eagle Strategies increased its NextEra Energy (NEE) stake by 0.19% in Q2 2026, buying an estimated $1.27K and bringing the position to 7,323 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #176.

Eagle Strategies first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Eagle Strategies held 7,323 shares of NextEra Energy worth $643K as of Q2 2026.
  • Eagle Strategies bought 14 NextEra Energy shares in Q2 2026, an estimated $1.27K.
  • NextEra Energy made up 0.06% of Eagle Strategies's portfolio in Q2 2026, its #176 holding.
  • Eagle Strategies first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's NextEra Energy position peaked at $1.95M in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.