Excalibur Management’s NextEra Energy NEE Stock Holding History

Excalibur 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	$1.05M	Buy	11,942 +2,038	+21%	+$184K	0.35%	77
2026 Q1	$920K	Buy	9,904 +567	+6%	+$50.4K	0.33%	80
2025 Q4	$750K	Sell	9,337 -313	-3%	-$25.9K	0.27%	87
2025 Q3	$728K	Buy	9,650 +32	+0.3%	+$2.34K	0.26%	91
2025 Q2	$668K	Buy	9,618 +421	+5%	+$29.2K	0.25%	95
2025 Q1	$652K	Buy	9,197 +154	+2%	+$10.9K	0.26%	88
2024 Q4	$648K	Buy	9,043 +2,213	+32%	+$172K	0.26%	92
2024 Q3	$577K	Buy	6,830 +71	+1%	+$5.54K	0.22%	96
2024 Q2	$479K	Buy	6,759 +1,016	+18%	+$72.1K	0.2%	101
2024 Q1	$367K	Buy	+5,743	New	+$336K	0.16%	115
2023 Q3	–	Sell	-4,160	Closed	-$309K	–	159
2023 Q2	$309K	Hold	4,160	–	–	0.16%	119
2023 Q1	$321K	Hold	4,160	–	–	0.17%	118
2022 Q4	$348K	Sell	4,160 -50	-1%	-$4.04K	0.18%	108
2022 Q3	$330K	Sell	4,210 -2,290	-35%	-$194K	0.18%	108
2022 Q2	$503K	Sell	6,500 -2,202	-25%	-$168K	0.26%	89
2022 Q1	$737K	Sell	8,702 -1,379	-14%	-$111K	0.32%	78
2021 Q4	$941K	Hold	10,081	–	–	0.38%	71
2021 Q3	$792K	Buy	10,081 +69	+0.7%	+$5.57K	0.35%	74
2021 Q2	$734K	Buy	10,012 +422	+4%	+$31.7K	0.33%	71
2021 Q1	$725K	Sell	9,590 -20	-0.2%	-$1.56K	0.36%	70
2020 Q4	$741K	Buy	9,610 +50	+0.5%	+$3.74K	0.4%	62
2020 Q3	$663K	Buy	+9,560	New	+$660K	0.4%	60

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

Excalibur Management's NEE Position: Q2 2026 in Review

Excalibur Management increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $184K and bringing the position to 11,942 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #77.

Excalibur Management first reported a position in NEE in Q3 2020 and has held it in 22 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Excalibur Management held 11,942 shares of NextEra Energy worth $1.05M as of Q2 2026.
Excalibur Management bought 2,038 NextEra Energy shares in Q2 2026, an estimated $184K.
NextEra Energy made up 0.35% of Excalibur Management's portfolio in Q2 2026, its #77 holding.
Excalibur Management first reported a position in NextEra Energy in Q3 2020 and has held it in 22 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.