Inherent Management Corp’s NextEra Energy NEE Stock Holding History

Inherent Management Corp’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	$25M	Hold	284,500	–	–	9.69%	5
2026 Q1	$26.4M	Buy	284,500 +24,500	+9%	+$2.18M	13.43%	3
2025 Q4	$20.9M	Hold	260,000	–	–	10.71%	4
2025 Q3	$19.6M	Hold	260,000	–	–	11.25%	4
2025 Q2	$18M	Hold	260,000	–	–	9.15%	5
2025 Q1	$18.4M	Hold	260,000	–	–	11.22%	4
2024 Q4	$18.6M	Buy	+260,000	New	+$20.2M	15.04%	3

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

Inherent Management Corp's NEE Position: Q2 2026 in Review

Inherent Management Corp held its NextEra Energy (NEE) position steady in Q2 2026 at 284,500 shares worth $25M. The position accounts for 9.69% of the portfolio, ranked #5.

Inherent Management Corp first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Inherent Management Corp held 284,500 shares of NextEra Energy worth $25M as of Q2 2026.
Inherent Management Corp left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 9.69% of Inherent Management Corp's portfolio in Q2 2026, its #5 holding.
Inherent Management Corp first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Inherent Management Corp's NextEra Energy position peaked at $26.4M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Inherent Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.