IFC Advisors’s NextEra Energy NEE Stock Holding History

IFC Advisors’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	–	Sell	-60,442	Closed	-$5.61M	–	186
2026 Q1	$5.61M	Buy	60,442 +6,438	+12%	+$572K	0.8%	25
2025 Q4	$4.34M	Buy	54,004 +2,744	+5%	+$227K	0.63%	31
2025 Q3	$3.87M	Sell	51,260 -2,165	-4%	-$158K	0.71%	29
2025 Q2	$3.71M	Buy	53,425 +3,572	+7%	+$248K	0.69%	29
2025 Q1	$3.53M	Buy	49,853 +7,892	+19%	+$557K	0.74%	28
2024 Q4	$3.01M	Buy	+41,961	New	+$3.26M	0.66%	31

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

IFC Advisors's NEE Position: Q2 2026 in Review

IFC Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 60,442 shares — an estimated $5.61M sold.

IFC Advisors first reported a position in NEE in Q4 2024 and held it in 6 quarters. The position peaked at $5.61M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

IFC Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
IFC Advisors sold 60,442 NextEra Energy shares in Q2 2026, an estimated $5.61M.
IFC Advisors first reported a position in NextEra Energy in Q4 2024 and held it in 6 quarters.
IFC Advisors's NextEra Energy position peaked at $5.61M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.