GLOBALT Investments’s NextEra Energy NEE Stock Holding History

GLOBALT Investments’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	$6.01M	Sell	68,500 -1,623	-2%	-$147K	0.2%	66
2026 Q1	$6.51M	Sell	70,123 -1,014	-1%	-$90.1K	0.23%	54
2025 Q4	$5.71M	Buy	71,137 +7,247	+11%	+$600K	0.21%	64
2025 Q3	$4.82M	Sell	63,890 -981	-2%	-$71.7K	0.18%	82
2025 Q2	$4.5M	Sell	64,871 -3,030	-4%	-$210K	0.17%	81
2025 Q1	$4.81M	Buy	67,901 +176	+0.3%	+$12.4K	0.2%	76
2024 Q4	$4.86M	Buy	67,725 +22,345	+49%	+$1.74M	0.19%	74
2024 Q3	$3.84M	Buy	45,380 +5,230	+13%	+$408K	0.14%	85
2024 Q2	$2.84M	Buy	40,150 +1,584	+4%	+$112K	0.11%	101
2024 Q1	$2.46M	Sell	38,566 -1,726	-4%	-$101K	0.1%	107
2023 Q4	$2.45M	Buy	+40,292	New	+$2.3M	0.1%	106

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

GLOBALT Investments's NEE Position: Q2 2026 in Review

GLOBALT Investments reduced its NextEra Energy (NEE) stake by 2.3% in Q2 2026, selling an estimated $147K and leaving 68,500 shares worth $6.01M. The position accounts for 0.2% of the portfolio, ranked #66.

GLOBALT Investments first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.51M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

GLOBALT Investments held 68,500 shares of NextEra Energy worth $6.01M as of Q2 2026.
GLOBALT Investments sold 1,623 NextEra Energy shares in Q2 2026, an estimated $147K.
NextEra Energy made up 0.2% of GLOBALT Investments's portfolio in Q2 2026, its #66 holding.
GLOBALT Investments first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's NextEra Energy position peaked at $6.51M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.