Fulcrum Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
Other funds holding NEE
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. 3,045 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.
- 3,045 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.