Fisher Funds Management’s NextEra Energy NEE Stock Holding History

Fisher Funds 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	$51.2M	Hold	582,884	–	–	1.45%	14
2026 Q1	$54.1M	Sell	582,884 -36,756	-6%	-$3.27M	1.59%	18
2025 Q4	$49.9M	Buy	619,640 +20,709	+3%	+$1.72M	1.29%	24
2025 Q3	$45.2M	Buy	598,931 +114,524	+24%	+$8.37M	1.19%	25
2025 Q2	$33.6M	Buy	+484,407	New	+$33.6M	0.8%	31

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

Fisher Funds Management's NEE Position: Q2 2026 in Review

Fisher Funds Management held its NextEra Energy (NEE) position steady in Q2 2026 at 582,884 shares worth $51.2M. The position accounts for 1.45% of the portfolio, ranked #14.

Fisher Funds Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.1M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fisher Funds Management held 582,884 shares of NextEra Energy worth $51.2M as of Q2 2026.
Fisher Funds Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 1.45% of Fisher Funds Management's portfolio in Q2 2026, its #14 holding.
Fisher Funds Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
Fisher Funds Management's NextEra Energy position peaked at $54.1M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.