Fusion Capital’s NextEra Energy NEE Stock Holding History

Fusion Capital’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	$255K	Sell	2,910 -25	-0.9%	-$2.26K	0.06%	91
2026 Q1	$273K	Buy	2,935 +5	+0.2%	+$445	0.07%	82
2025 Q4	$235K	Sell	2,930 -83	-3%	-$6.88K	0.07%	88
2025 Q3	$245K	Buy	+3,013	New	+$220K	0.07%	87
2024 Q4	–	Sell	-2,602	Closed	-$220K	–	84
2024 Q3	$220K	Buy	+2,602	New	+$203K	0.09%	72
2023 Q1	–	Sell	-2,476	Closed	-$207K	–	76
2022 Q4	$207K	Buy	+2,476	New	+$200K	0.12%	72
2022 Q1	–	Sell	-2,229	Closed	-$208K	–	87
2021 Q4	$208K	Buy	+2,229	New	+$193K	0.11%	84

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

Fusion Capital's NEE Position: Q2 2026 in Review

Fusion Capital reduced its NextEra Energy (NEE) stake by 0.85% in Q2 2026, selling an estimated $2.26K and leaving 2,910 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #91.

Fusion Capital first reported a position in NEE in Q4 2021 and has held it in 7 quarters since. The position peaked at $273K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Fusion Capital held 2,910 shares of NextEra Energy worth $255K as of Q2 2026.
Fusion Capital sold 25 NextEra Energy shares in Q2 2026, an estimated $2.26K.
NextEra Energy made up 0.06% of Fusion Capital's portfolio in Q2 2026, its #91 holding.
Fusion Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 7 quarters since.
Fusion Capital's NextEra Energy position peaked at $273K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.