Eventide Asset Management’s NextEra Energy NEE Stock Holding History

Eventide Asset 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	$10.6M	Buy	120,251 +4,737	+4%	+$428K	0.14%	152
2026 Q1	$10.7M	Buy	115,514 +15,269	+15%	+$1.36M	0.18%	135
2025 Q4	$8.06M	Buy	100,245 +86,093	+608%	+$7.13M	0.13%	151
2025 Q3	$1.08M	Buy	14,152 +48	+0.3%	+$3.51K	0.02%	188
2025 Q2	$998K	Buy	14,104 +7,713	+121%	+$536K	0.02%	185
2025 Q1	$450K	Buy	+6,391	New	+$451K	0.01%	201
2023 Q3	–	Sell	-3,163	Closed	-$235K	–	163
2023 Q2	$235K	Sell	3,163 -431	-12%	-$32.6K	﹤0.01%	139
2023 Q1	$277K	Buy	3,594 +1,387	+63%	+$107K	0.01%	142
2022 Q4	$185K	Buy	+2,207	New	+$178K	﹤0.01%	139
2022 Q1	–	Sell	-47,900	Closed	-$4.47M	–	144
2021 Q4	$4.47M	Hold	47,900	–	–	0.06%	135
2021 Q3	$3.76M	Buy	+47,900	New	+$3.86M	0.05%	144
2020 Q4	–	Sell	-74,000	Closed	-$5.13M	–	162
2020 Q3	$5.13M	Sell	74,000 -2,400	-3%	-$166K	0.1%	113
2020 Q2	$4.59M	Buy	76,400 +6,800	+10%	+$407K	0.1%	106
2020 Q1	$4.19M	Buy	69,600 +16,800	+32%	+$1.06M	0.14%	96
2019 Q4	$3.2M	Buy	52,800 +5,600	+12%	+$327K	0.09%	89
2019 Q3	$2.75M	Sell	47,200 -2,400	-5%	-$130K	0.09%	90
2019 Q2	$2.54M	Buy	+49,600	New	+$2.44M	0.08%	95

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

Eventide Asset Management's NEE Position: Q2 2026 in Review

Eventide Asset Management increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $428K and bringing the position to 120,251 shares worth $10.6M. The position accounts for 0.14% of the portfolio, ranked #152.

Eventide Asset Management first reported a position in NEE in Q2 2019 and has held it in 17 quarters since. The position peaked at $10.7M in Q1 2026. 3,033 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Eventide Asset Management held 120,251 shares of NextEra Energy worth $10.6M as of Q2 2026.
Eventide Asset Management bought 4,737 NextEra Energy shares in Q2 2026, an estimated $428K.
NextEra Energy made up 0.14% of Eventide Asset Management's portfolio in Q2 2026, its #152 holding.
Eventide Asset Management first reported a position in NextEra Energy in Q2 2019 and has held it in 17 quarters since.
Eventide Asset Management's NextEra Energy position peaked at $10.7M in Q1 2026.
3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.