Intact Investment Management’s NextEra Energy NEE Stock Holding History

Intact Investment Management’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	$11.8M	Sell	135,000 -200	-0.1%	-$18.1K	0.34%	75
2026 Q1	$12.6M	Hold	135,200	–	–	0.36%	73
2025 Q4	$10.9M	Buy	135,200 +23,500	+21%	+$1.95M	0.31%	73
2025 Q3	$8.43M	Buy	111,700 +17,900	+19%	+$1.31M	0.26%	85
2025 Q2	$6.51M	Buy	93,800 +5,500	+6%	+$382K	0.22%	100
2025 Q1	$6.26M	Buy	88,300 +10,000	+13%	+$706K	0.21%	101
2024 Q4	$5.61M	Sell	78,300 -121,380	-61%	-$9.43M	0.2%	108
2024 Q3	$16.9M	Sell	199,680 -9,270	-4%	-$723K	0.56%	43
2024 Q2	$14.8M	Buy	208,950 +52,350	+33%	+$3.71M	0.55%	38
2024 Q1	$10M	Hold	156,600	–	–	0.39%	59
2023 Q4	$9.51M	Buy	156,600 +11,400	+8%	+$650K	0.38%	60
2023 Q3	$8.32M	Buy	145,200 +16,100	+12%	+$1.11M	0.36%	59
2023 Q2	$9.58M	Sell	129,100 -14,700	-10%	-$1.11M	0.39%	55
2023 Q1	$11.1M	Buy	143,800 +2,900	+2%	+$223K	0.46%	51
2022 Q4	$11.8M	Sell	140,900 -33,200	-19%	-$2.68M	0.51%	49
2022 Q3	$13.7M	Hold	174,100	–	–	0.45%	47
2022 Q2	$13.5M	Hold	174,100	–	–	0.42%	55
2022 Q1	$14.7M	Buy	174,100 +5,100	+3%	+$409K	0.37%	61
2021 Q4	$15.8M	Hold	169,000	–	–	0.4%	55
2021 Q3	$13.3M	Hold	169,000	–	–	0.37%	56
2021 Q2	$12.4M	Buy	169,000 +20,000	+13%	+$1.5M	0.35%	64
2021 Q1	$11.3M	Buy	149,000 +120,600	+425%	+$9.41M	0.34%	64
2020 Q4	$2.19M	Sell	28,400 -30,800	-52%	-$2.3M	0.07%	166
2020 Q3	$4.1M	Buy	59,200 +6,000	+11%	+$414K	0.14%	118
2020 Q2	$3.19M	Hold	53,200	–	–	0.12%	130
2020 Q1	$3.2M	Sell	53,200 -6,400	-11%	-$402K	0.14%	116
2019 Q4	$3.6M	Sell	59,600 -6,000	-9%	-$350K	0.12%	130
2019 Q3	$3.82M	Hold	65,600	–	–	0.14%	122
2019 Q2	$3.36M	Sell	65,600 -12,000	-15%	-$590K	0.12%	127
2019 Q1	$3.75M	Buy	77,600 +9,600	+14%	+$439K	0.13%	121
2018 Q4	$2.96M	Sell	68,000 -104,800	-61%	-$4.58M	0.12%	129
2018 Q3	$7.24M	Sell	172,800 -34,000	-16%	-$1.45M	0.26%	76
2018 Q2	$8.64M	Sell	206,800 -2,000	-1%	-$80.8K	0.31%	67
2018 Q1	$8.53M	Buy	208,800 +196,000	+1,531%	+$7.56M	0.33%	61
2017 Q4	$500K	Hold	12,800	–	–	0.02%	156
2017 Q3	$469K	Hold	12,800	–	–	0.02%	159
2017 Q2	$448K	Hold	12,800	–	–	0.02%	165
2017 Q1	$411K	Sell	12,800 -12,400	-49%	-$390K	0.02%	171
2016 Q4	$753K	Hold	25,200	–	–	0.03%	171
2016 Q3	$770K	Hold	25,200	–	–	0.03%	166
2016 Q2	$821K	Sell	25,200 -3,600	-13%	-$108K	0.03%	162
2016 Q1	$852K	Hold	28,800	–	–	0.03%	153
2015 Q4	$748K	Buy	28,800 +7,200	+33%	+$182K	0.03%	157
2015 Q3	$527K	Hold	21,600	–	–	0.02%	175
2015 Q2	$529K	Buy	21,600 +2,800	+15%	+$71.2K	0.02%	188
2015 Q1	$489K	Hold	18,800	–	–	0.02%	211
2014 Q4	$500K	Hold	18,800	–	–	0.02%	216
2014 Q3	$441K	Hold	18,800	–	–	0.02%	219
2014 Q2	$482K	Hold	18,800	–	–	0.02%	189
2014 Q1	$449K	Hold	18,800	–	–	0.02%	190
2013 Q4	$402K	Hold	18,800	–	–	0.02%	178
2013 Q3	$377K	Buy	+18,800	New	+$388K	0.02%	179

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

Intact Investment Management's NEE Position: Q2 2026 in Review

Intact Investment Management reduced its NextEra Energy (NEE) stake by 0.15% in Q2 2026, selling an estimated $18.1K and leaving 135,000 shares worth $11.8M. The position accounts for 0.34% of the portfolio, ranked #75.

Intact Investment Management first reported a position in NEE in Q3 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Intact Investment Management held 135,000 shares of NextEra Energy worth $11.8M as of Q2 2026.
Intact Investment Management sold 200 NextEra Energy shares in Q2 2026, an estimated $18.1K.
NextEra Energy made up 0.34% of Intact Investment Management's portfolio in Q2 2026, its #75 holding.
Intact Investment Management first reported a position in NextEra Energy in Q3 2013 and has held it in 52 quarters since.
Intact Investment Management's NextEra Energy position peaked at $16.9M in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.