iSAM Funds (UK)’s NextEra Energy NEE Stock Holding History

iSAM Funds (UK)’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	$1.22M	Buy	+13,900	New	+$1.26M	0.86%	23
2025 Q4	–	Sell	-16,718	Closed	-$1.26M	–	575
2025 Q3	$1.26M	Buy	+16,718	New	+$1.22M	0.26%	119
2024 Q4	–	Sell	-11,301	Closed	-$955K	–	359
2024 Q3	$955K	Buy	+11,301	New	+$882K	0.54%	51
2024 Q2	–	Sell	-4,484	Closed	-$287K	–	318
2024 Q1	$287K	Buy	+4,484	New	+$263K	0.16%	187
2023 Q2	–	Sell	-6,250	Closed	-$482K	–	246
2023 Q1	$482K	Buy	6,250 +647	+12%	+$49.8K	0.61%	66
2022 Q4	$468K	Buy	+5,603	New	+$453K	1.4%	20

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

iSAM Funds (UK)'s NEE Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in NextEra Energy (NEE) in Q2 2026: 13,900 shares worth $1.22M. The stake represents 0.86% of the portfolio and ranks #23 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in NEE as recently as Q3 2025.

iSAM Funds (UK) first reported a position in NEE in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

iSAM Funds (UK) held 13,900 shares of NextEra Energy worth $1.22M as of Q2 2026.
NextEra Energy was a new iSAM Funds (UK) position in Q2 2026.
NextEra Energy made up 0.86% of iSAM Funds (UK)'s portfolio in Q2 2026, its #23 holding.
iSAM Funds (UK) first reported a position in NextEra Energy in Q4 2022 and has held it in 6 quarters since.
iSAM Funds (UK)'s NextEra Energy position peaked at $1.26M in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.