Fort Sheridan Advisors’s NextEra Energy NEE Stock Holding History

Fort Sheridan Advisors’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	$908K	Buy	10,342 +1,187	+13%	+$107K	0.1%	130
2026 Q1	$850K	Buy	+9,155	New	+$814K	0.1%	130

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

Fort Sheridan Advisors's NEE Position: Q2 2026 in Review

Fort Sheridan Advisors increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 10,342 shares worth $908K. The position accounts for 0.1% of the portfolio, ranked #130.

Fort Sheridan Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fort Sheridan Advisors held 10,342 shares of NextEra Energy worth $908K as of Q2 2026.
Fort Sheridan Advisors bought 1,187 NextEra Energy shares in Q2 2026, an estimated $107K.
NextEra Energy made up 0.1% of Fort Sheridan Advisors's portfolio in Q2 2026, its #130 holding.
Fort Sheridan Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.