Haven Capital Group’s NextEra Energy NEE Stock Holding History

Haven Capital Group’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	$668K	Hold	7,607	–	–	0.54%	25
2026 Q1	$707K	Sell	7,607 -100	-1%	-$8.89K	0.66%	24
2025 Q4	$619K	Sell	7,707 -546	-7%	-$45.2K	0.58%	23
2025 Q3	$623K	Sell	8,253 -1,266	-13%	-$92.5K	0.55%	24
2025 Q2	$661K	Sell	9,519 -422	-4%	-$29.3K	0.58%	26
2025 Q1	$705K	Sell	9,941 -4,873	-33%	-$344K	0.78%	21
2024 Q4	$1.06M	Buy	+14,814	New	+$1.15M	1%	21

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

Haven Capital Group's NEE Position: Q2 2026 in Review

Haven Capital Group held its NextEra Energy (NEE) position steady in Q2 2026 at 7,607 shares worth $668K. The position accounts for 0.54% of the portfolio, ranked #25.

Haven Capital Group first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 3,026 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Haven Capital Group held 7,607 shares of NextEra Energy worth $668K as of Q2 2026.
Haven Capital Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.54% of Haven Capital Group's portfolio in Q2 2026, its #25 holding.
Haven Capital Group first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Haven Capital Group's NextEra Energy position peaked at $1.06M in Q4 2024.
3,026 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.