Fulcrum Asset Management’s NextEra Energy NEE Stock Holding History

Fulcrum Asset 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	$5.39M	Sell	60,762 -84,406	-58%	-$7.63M	0.54%	42
2026 Q1	$13.4M	Buy	145,168 +81,651	+129%	+$7.26M	2.02%	11
2025 Q4	$5.12M	Sell	63,517 -15,508	-20%	-$1.28M	1.42%	14
2025 Q3	$5.97M	Buy	79,025 +20,630	+35%	+$1.51M	1.65%	14
2025 Q2	$4.05M	Buy	+58,395	New	+$4.06M	1.16%	21
2022 Q1	–	Hold	0	–	–	–	17
2021 Q4	–	Hold	0	–	–	–	84
2021 Q3	–	Hold	0	–	–	–	85
2021 Q1	–	Hold	0	–	–	–	76
2020 Q4	–	Hold	0	–	–	–	13
2020 Q3	–	Sell	-68,712	Closed	-$4.74M	–	15
2020 Q2	$4.41M	Buy	+68,712	New	+$4.11M	1.48%	13

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

Fulcrum Asset Management's NEE Position: Q2 2026 in Review

Fulcrum Asset Management reduced its NextEra Energy (NEE) stake by 58% in Q2 2026, selling an estimated $7.63M and leaving 60,762 shares worth $5.39M. The position accounts for 0.54% of the portfolio, ranked #42.

Fulcrum Asset Management first reported a position in NEE in Q2 2020 and has held it in 6 quarters since. The position peaked at $13.4M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fulcrum Asset Management held 60,762 shares of NextEra Energy worth $5.39M as of Q2 2026.
Fulcrum Asset Management sold 84,406 NextEra Energy shares in Q2 2026, an estimated $7.63M.
NextEra Energy made up 0.54% of Fulcrum Asset Management's portfolio in Q2 2026, its #42 holding.
Fulcrum Asset Management first reported a position in NextEra Energy in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's NextEra Energy position peaked at $13.4M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.