Fidelis Capital Partners’s NextEra Energy NEE Stock Holding History

Fidelis Capital Partners’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	$2.1M	Buy	23,953 +2,915	+14%	+$264K	0.12%	138
2026 Q1	$1.95M	Buy	21,038 +1,282	+6%	+$114K	0.14%	127
2025 Q4	$1.59M	Buy	19,756 +40	+0.2%	+$3.31K	0.12%	145
2025 Q3	$1.49M	Buy	19,716 +1,076	+6%	+$78.6K	0.12%	147
2025 Q2	$1.31M	Buy	18,640 +1,096	+6%	+$76.1K	0.12%	141
2025 Q1	$1.16M	Sell	17,544 -3	-0%	-$212	0.12%	137
2024 Q4	$1.25M	Buy	17,547 +1,005	+6%	+$78.1K	0.12%	139
2024 Q3	$1.41M	Sell	16,542 -204	-1%	-$15.9K	0.17%	112
2024 Q2	$1.3M	Buy	16,746 +69	+0.4%	+$4.9K	0.19%	94
2024 Q1	$1.07M	Sell	16,677 -849	-5%	-$49.7K	0.16%	119
2023 Q4	$1.06M	Buy	17,526 +4,256	+32%	+$243K	0.24%	89
2023 Q3	$758K	Sell	13,270 -88	-0.7%	-$6.09K	0.26%	88
2023 Q2	$991K	Buy	13,358 +339	+3%	+$25.7K	0.36%	71
2023 Q1	$983K	Buy	13,019 +10,538	+425%	+$810K	0.42%	62
2022 Q4	$209K	Buy	+2,481	New	+$200K	0.25%	106

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

Fidelis Capital Partners's NEE Position: Q2 2026 in Review

Fidelis Capital Partners increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $264K and bringing the position to 23,953 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #138.

Fidelis Capital Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fidelis Capital Partners held 23,953 shares of NextEra Energy worth $2.1M as of Q2 2026.
Fidelis Capital Partners bought 2,915 NextEra Energy shares in Q2 2026, an estimated $264K.
NextEra Energy made up 0.12% of Fidelis Capital Partners's portfolio in Q2 2026, its #138 holding.
Fidelis Capital Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.