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Investment Research Partners’s NextEra Energy NEE Stock Holding History

Investment Research 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
2026
Q2 		$891K Buy
10,153
+2,038
+25% +$184K 0.3% 78
2026
Q1 		$754K Buy
8,115
+449
+6% +$39.9K 0.31% 81
2025
Q4 		$615K Buy
7,666
+11
+0.1% +$911 0.26% 91
2025
Q3 		$626K Buy
+7,655
New +$559K 0.28% 90

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Research Partners's NEE Position: Q2 2026 in Review

Investment Research Partners increased its NextEra Energy (NEE) stake by 25% in Q2 2026, buying an estimated $184K and bringing the position to 10,153 shares worth $891K. The position accounts for 0.3% of the portfolio, ranked #78.

Investment Research Partners first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 2,422 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Investment Research Partners held 10,153 shares of NextEra Energy worth $891K as of Q2 2026.
  • Investment Research Partners bought 2,038 NextEra Energy shares in Q2 2026, an estimated $184K.
  • NextEra Energy made up 0.3% of Investment Research Partners's portfolio in Q2 2026, its #78 holding.
  • Investment Research Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • 2,422 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.