Fagan Associates’s NextEra Energy NEE Stock Holding History

Fagan Associates’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	$4.71M	Buy	53,635 +1,175	+2%	+$106K	0.58%	47
2026 Q1	$4.87M	Buy	52,460 +500	+1%	+$44.5K	0.68%	44
2025 Q4	$4.17M	Sell	51,960 -225	-0.4%	-$18.6K	0.56%	48
2025 Q3	$3.94M	Buy	52,185 +1,945	+4%	+$142K	0.54%	50
2025 Q2	$3.49M	Buy	50,240 +4,105	+9%	+$285K	0.54%	54
2025 Q1	$3.27M	Sell	46,135 -1,850	-4%	-$131K	0.55%	54
2024 Q4	$3.44M	Sell	47,985 -150	-0.3%	-$11.7K	0.55%	54
2024 Q3	$4.07M	Buy	48,135 +695	+1%	+$54.2K	0.68%	46
2024 Q2	$3.36M	Buy	47,440 +4,095	+9%	+$291K	0.59%	53
2024 Q1	$2.77M	Buy	+43,345	New	+$2.54M	0.52%	57

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 $3.38T AUM 44.17% 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

Fagan Associates's NEE Position: Q2 2026 in Review

Fagan Associates increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $106K and bringing the position to 53,635 shares worth $4.71M. The position accounts for 0.58% of the portfolio, ranked #47.

Fagan Associates first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.87M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fagan Associates held 53,635 shares of NextEra Energy worth $4.71M as of Q2 2026.
Fagan Associates bought 1,175 NextEra Energy shares in Q2 2026, an estimated $106K.
NextEra Energy made up 0.58% of Fagan Associates's portfolio in Q2 2026, its #47 holding.
Fagan Associates first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Fagan Associates's NextEra Energy position peaked at $4.87M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.