Edgewood Management’s NextEra Energy NEE Stock Holding History

Edgewood 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	$2.32M	Hold	26,400	–	–	0.02%	54
2026 Q1	$2.45M	Hold	26,400	–	–	0.02%	47
2025 Q4	$2.12M	Hold	26,400	–	–	0.01%	52
2025 Q3	$1.99M	Hold	26,400	–	–	0.01%	52
2025 Q2	$1.83M	Hold	26,400	–	–	0.01%	53
2025 Q1	$1.87M	Hold	26,400	–	–	0.01%	54
2024 Q4	$1.89M	Hold	26,400	–	–	0.01%	57
2024 Q3	$2.23M	Hold	26,400	–	–	0.01%	49
2024 Q2	$1.87M	Hold	26,400	–	–	0.01%	52
2024 Q1	$1.69M	Hold	26,400	–	–	﹤0.01%	52
2023 Q4	$1.6M	Hold	26,400	–	–	﹤0.01%	49
2023 Q3	$1.51M	Hold	26,400	–	–	﹤0.01%	50
2023 Q2	$1.96M	Hold	26,400	–	–	0.01%	44
2023 Q1	$2.03M	Buy	26,400 +5,000	+23%	+$385K	0.01%	45
2022 Q4	$1.79M	Hold	21,400	–	–	0.01%	43
2022 Q3	$1.68M	Sell	21,400 -1,000	-4%	-$84.8K	0.01%	41
2022 Q2	$1.74M	Hold	22,400	–	–	0.01%	44
2022 Q1	$1.9M	Hold	22,400	–	–	﹤0.01%	43
2021 Q4	$2.09M	Hold	22,400	–	–	﹤0.01%	44
2021 Q3	$1.76M	Hold	22,400	–	–	﹤0.01%	43
2021 Q2	$1.64M	Hold	22,400	–	–	﹤0.01%	43
2021 Q1	$1.69M	Hold	22,400	–	–	﹤0.01%	43
2020 Q4	$1.73M	Sell	22,400 -67,200	-75%	-$5.03M	﹤0.01%	44
2020 Q3	$1.55M	Buy	89,600 +67,200	+300%	+$4.64M	﹤0.01%	44
2020 Q2	$1.34M	Hold	22,400	–	–	﹤0.01%	44
2020 Q1	$1.35M	Hold	22,400	–	–	﹤0.01%	41
2019 Q4	$1.36M	Buy	+22,400	New	+$1.31M	﹤0.01%	47
2013 Q4	–	Sell	-15,800	Closed	-$317K	–	90
2013 Q3	$317K	Sell	15,800 -11,800	-43%	-$244K	﹤0.01%	67
2013 Q2	$562K	Buy	+27,600	New	+$548K	0.01%	49

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 $3.37T AUM 44.26% 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

Edgewood Management's NEE Position: Q2 2026 in Review

Edgewood Management held its NextEra Energy (NEE) position steady in Q2 2026 at 26,400 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #54.

Edgewood Management first reported a position in NEE in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.45M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Edgewood Management held 26,400 shares of NextEra Energy worth $2.32M as of Q2 2026.
Edgewood Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.02% of Edgewood Management's portfolio in Q2 2026, its #54 holding.
Edgewood Management first reported a position in NextEra Energy in Q2 2013 and has held it in 29 quarters since.
Edgewood Management's NextEra Energy position peaked at $2.45M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.