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InceptionR’s NextEra Energy NEE Stock Holding History

InceptionR’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 		$790K Buy
+8,996
New +$814K 0.19% 197
2025
Q3 		– Sell
-28,444
Closed -$1.97M – 858
2025
Q2 		$1.97M Buy
28,444
+19,060
+203% +$1.32M 0.46% 24
2025
Q1 		$665K Buy
9,384
+1,612
+21% +$114K 0.2% 195
2024
Q4 		$557K Buy
7,772
+2,076
+36% +$161K 0.12% 303
2024
Q3 		$481K Sell
5,696
-625
-10% -$48.8K 0.12% 326
2024
Q2 		$448K Buy
+6,321
New +$448K 0.13% 315
2023
Q3 		– Sell
-3,984
Closed -$296K – 517
2023
Q2 		$296K Buy
+3,984
New +$302K 0.16% 280

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

InceptionR's NEE Position: Q2 2026 in Review

InceptionR opened a new position in NextEra Energy (NEE) in Q2 2026: 8,996 shares worth $790K. The stake represents 0.19% of the portfolio and ranks #197 among its holdings. This is a return to the name: InceptionR previously reported a position in NEE as recently as Q2 2025.

InceptionR first reported a position in NEE in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.97M in Q2 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • InceptionR held 8,996 shares of NextEra Energy worth $790K as of Q2 2026.
  • NextEra Energy was a new InceptionR position in Q2 2026.
  • NextEra Energy made up 0.19% of InceptionR's portfolio in Q2 2026, its #197 holding.
  • InceptionR first reported a position in NextEra Energy in Q2 2023 and has held it in 7 quarters since.
  • InceptionR's NextEra Energy position peaked at $1.97M in Q2 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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