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Interchange Capital Partners’s NextEra Energy NEE Stock Holding History

Interchange Capital Partners’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
2024
Q3 		– Sell
-300
Closed -$21.2K – 299
2024
Q2 		$21.2K Buy
+300
New +$21.3K 0.01% 278

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

Interchange Capital Partners's NEE Position: Q2 2026 in Review

Interchange Capital Partners reduced its NextEra Energy (NEE) stake by 3.6% in Q2 2026, selling an estimated $57.1K and leaving 17,029 shares worth $1.49M. The position accounts for 0.28% of the portfolio, ranked #82.

Interchange Capital Partners first reported a position in NEE in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2020. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Interchange Capital Partners held 17,029 shares of NextEra Energy worth $1.49M as of Q2 2026.
  • Interchange Capital Partners sold 631 NextEra Energy shares in Q2 2026, an estimated $57.1K.
  • NextEra Energy made up 0.28% of Interchange Capital Partners's portfolio in Q2 2026, its #82 holding.
  • Interchange Capital Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 16 quarters since.
  • Interchange Capital Partners's NextEra Energy position peaked at $1.56M in Q4 2020.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.