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Formulate Financial’s NextEra Energy NEE Stock Holding History

Formulate Financial’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 		$264K Hold
3,003
– – 0.28% 24
2026
Q1 		$279K Hold
3,003
– – 0.34% 21
2025
Q4 		$241K Hold
3,003
– – 0.28% 25
2025
Q3 		$227K Buy
+3,003
New +$219K 0.28% 23

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Formulate Financial's NEE Position: Q2 2026 in Review

Formulate Financial held its NextEra Energy (NEE) position steady in Q2 2026 at 3,003 shares worth $264K. The position accounts for 0.28% of the portfolio, ranked #24.

Formulate Financial first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2026. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Formulate Financial held 3,003 shares of NextEra Energy worth $264K as of Q2 2026.
  • Formulate Financial left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.28% of Formulate Financial's portfolio in Q2 2026, its #24 holding.
  • Formulate Financial first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Formulate Financial's NextEra Energy position peaked at $279K in Q1 2026.
  • 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.