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Elefante Mark B’s NextEra Energy NEE Stock Holding History

Elefante Mark B’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 		$3.5M Buy
39,867
+8,971
+29% +$811K 1.51% 28
2026
Q1 		$2.87M Buy
30,896
+11,200
+57% +$996K 1.58% 28
2025
Q4 		$1.58M Sell
19,696
-85
-0.4% -$7.04K 0.97% 32
2025
Q3 		$1.49M Buy
19,781
+5,030
+34% +$368K 0.96% 31
2025
Q2 		$1.02M Buy
14,751
+10
+0.1% +$695 0.77% 32
2025
Q1 		$1.04M Buy
14,741
+265
+2% +$18.7K 0.83% 30
2024
Q4 		$1.04M Buy
+14,476
New +$1.12M 0.95% 31
2020
Q2 		$392K Sell
6,528
-300
-4% -$18K 1.32% 31
2020
Q1 		$411K Buy
6,828
+360
+6% +$22.6K 1.79% 28
2019
Q4 		$391K Buy
6,468
+2,660
+70% +$155K 1.42% 30
2019
Q3 		$222K Buy
+3,808
New +$206K 0.87% 41
2018
Q1 		– Sell
-5,572
Closed -$218K – 40
2017
Q4 		$218K Buy
+5,572
New +$215K 1.04% 36

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

Elefante Mark B's NEE Position: Q2 2026 in Review

Elefante Mark B increased its NextEra Energy (NEE) stake by 29% in Q2 2026, buying an estimated $811K and bringing the position to 39,867 shares worth $3.5M. The position accounts for 1.51% of the portfolio, ranked #28.

Elefante Mark B first reported a position in NEE in Q4 2017 and has held it in 12 quarters since. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Elefante Mark B held 39,867 shares of NextEra Energy worth $3.5M as of Q2 2026.
  • Elefante Mark B bought 8,971 NextEra Energy shares in Q2 2026, an estimated $811K.
  • NextEra Energy made up 1.51% of Elefante Mark B's portfolio in Q2 2026, its #28 holding.
  • Elefante Mark B first reported a position in NextEra Energy in Q4 2017 and has held it in 12 quarters since.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.