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Harvest Investment Services’s NextEra Energy NEE Stock Holding History

Harvest Investment Services’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 		$234K Buy
2,661
+146
+6% +$13.2K 0.04% 352
2026
Q1 		$234K Buy
+2,515
New +$224K 0.04% 308
2021
Q2 		– Sell
-2,942
Closed -$222K – 305
2021
Q1 		$222K Buy
+2,942
New +$230K 0.1% 232
2019
Q1 		– Sell
-6,124
Closed -$264K – 164
2018
Q4 		$264K Buy
+6,124
New +$268K 0.24% 89

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Investment Services's NEE Position: Q2 2026 in Review

Harvest Investment Services increased its NextEra Energy (NEE) stake by 5.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,661 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #352.

Harvest Investment Services first reported a position in NEE in Q4 2018 and has held it in 4 quarters since. The position peaked at $264K in Q4 2018. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Harvest Investment Services held 2,661 shares of NextEra Energy worth $234K as of Q2 2026.
  • Harvest Investment Services bought 146 NextEra Energy shares in Q2 2026, an estimated $13.2K.
  • NextEra Energy made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #352 holding.
  • Harvest Investment Services first reported a position in NextEra Energy in Q4 2018 and has held it in 4 quarters since.
  • Harvest Investment Services's NextEra Energy position peaked at $264K in Q4 2018.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.