EI
NEE icon

Ethic Inc’s NextEra Energy NEE Stock Holding History

Ethic Inc’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 		$4.2M Buy
47,807
+1,893
+4% +$171K 0.05% 332
2026
Q1 		$4.26M Buy
45,914
+3,551
+8% +$316K 0.07% 295
2025
Q4 		$3.4M Buy
42,363
+5,351
+14% +$443K 0.05% 345
2025
Q3 		$2.79M Sell
37,012
-1,833
-5% -$134K 0.05% 382
2025
Q2 		$2.75M Buy
38,845
+2,087
+6% +$145K 0.05% 359
2025
Q1 		$2.61M Buy
36,758
+6,029
+20% +$426K 0.05% 351
2024
Q4 		$2.2M Buy
30,729
+13,782
+81% +$1.07M 0.04% 395
2024
Q3 		$1.08M Sell
16,947
-8,104
-32% -$632K 0.03% 557
2024
Q2 		$1.77M Buy
25,051
+8,104
+48% +$575K 0.04% 417
2024
Q1 		$1.08M Sell
16,947
-2,656
-14% -$156K 0.03% 557
2023
Q4 		$1.19M Buy
19,603
+3,840
+24% +$219K 0.04% 487
2023
Q3 		$903K Buy
15,763
+6,132
+64% +$425K 0.03% 509
2023
Q2 		$715K Sell
9,631
-469
-5% -$35.5K 0.03% 548
2023
Q1 		$778K Sell
10,100
-537
-5% -$41.3K 0.03% 519
2022
Q4 		$889K Buy
10,637
+2,962
+39% +$239K 0.05% 404
2022
Q3 		$602K Buy
7,675
+1,383
+22% +$117K 0.04% 450
2022
Q2 		$487K Buy
6,292
+1,504
+31% +$115K 0.03% 477
2022
Q1 		$406K Buy
4,788
+947
+25% +$75.9K 0.03% 521
2021
Q4 		$359K Buy
3,841
+95
+3% +$8.21K 0.03% 488
2021
Q3 		$294K Buy
+3,746
New +$302K 0.03% 484

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

Ethic Inc's NEE Position: Q2 2026 in Review

Ethic Inc increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $171K and bringing the position to 47,807 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #332.

Ethic Inc first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.26M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ethic Inc held 47,807 shares of NextEra Energy worth $4.2M as of Q2 2026.
  • Ethic Inc bought 1,893 NextEra Energy shares in Q2 2026, an estimated $171K.
  • NextEra Energy made up 0.05% of Ethic Inc's portfolio in Q2 2026, its #332 holding.
  • Ethic Inc first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
  • Ethic Inc's NextEra Energy position peaked at $4.26M in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.