F/M Investments’s NextEra Energy NEE Stock Holding History

F/M Investments’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	$3.66M	Sell	41,649 -823	-2%	-$74.4K	0.19%	92
2026 Q1	$3.94M	Sell	42,472 -105	-0.2%	-$9.34K	0.26%	77
2025 Q4	$3.42M	Sell	42,577 -166	-0.4%	-$13.7K	0.13%	179
2025 Q3	$3.23M	Sell	42,743 -179	-0.4%	-$13.1K	0.12%	181
2025 Q2	$2.98M	Sell	42,922 -82,044	-66%	-$5.7M	0.11%	191
2025 Q1	$8.86M	Sell	124,966 -5,352	-4%	-$378K	0.35%	62
2024 Q4	$9.34M	Buy	130,318 +19,347	+17%	+$1.5M	0.34%	62
2024 Q3	$9.38M	Sell	110,971 -3,355	-3%	-$262K	0.29%	110
2024 Q2	$8.1M	Buy	+114,326	New	+$8.11M	0.29%	116
2021 Q1	–	Sell	-2,960	Closed	-$228K	–	94
2020 Q4	$228K	Buy	+2,960	New	+$221K	0.2%	50

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

F/M Investments's NEE Position: Q2 2026 in Review

F/M Investments reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $74.4K and leaving 41,649 shares worth $3.66M. The position accounts for 0.19% of the portfolio, ranked #92.

F/M Investments first reported a position in NEE in Q4 2020 and has held it in 10 quarters since. The position peaked at $9.38M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

F/M Investments held 41,649 shares of NextEra Energy worth $3.66M as of Q2 2026.
F/M Investments sold 823 NextEra Energy shares in Q2 2026, an estimated $74.4K.
NextEra Energy made up 0.19% of F/M Investments's portfolio in Q2 2026, its #92 holding.
F/M Investments first reported a position in NextEra Energy in Q4 2020 and has held it in 10 quarters since.
F/M Investments's NextEra Energy position peaked at $9.38M in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.