Jacobi Capital Management’s NextEra Energy NEE Stock Holding History

Jacobi Capital 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	$4.24M	Buy	48,252 +78	+0.2%	+$7.06K	0.21%	89
2026 Q1	$4.47M	Buy	48,174 +576	+1%	+$51.2K	0.25%	74
2025 Q4	$3.82M	Sell	47,598 -647	-1%	-$53.6K	0.22%	82
2025 Q3	$3.64M	Buy	48,245 +76	+0.2%	+$5.55K	0.22%	83
2025 Q2	$3.34M	Buy	48,169 +2,871	+6%	+$199K	0.22%	85
2025 Q1	$3.21M	Buy	45,298 +1,886	+4%	+$133K	0.24%	78
2024 Q4	$3.11M	Buy	43,412 +538	+1%	+$41.8K	0.23%	86
2024 Q3	$3.62M	Buy	42,874 +241	+0.6%	+$18.8K	0.27%	66
2024 Q2	$3.02M	Sell	42,633 -483	-1%	-$34.3K	0.26%	73
2024 Q1	$2.76M	Buy	43,116 +3,744	+10%	+$219K	0.25%	72
2023 Q4	$2.39M	Buy	39,372 +1,372	+4%	+$78.2K	0.25%	72
2023 Q3	$2.18M	Buy	38,000 +2,280	+6%	+$158K	0.25%	76
2023 Q2	$2.65M	Buy	35,720 +1,375	+4%	+$104K	0.3%	62
2023 Q1	$2.65M	Buy	34,345 +275	+0.8%	+$21.1K	0.31%	62
2022 Q4	$2.85M	Buy	34,070 +704	+2%	+$56.9K	0.36%	53
2022 Q3	$2.62M	Sell	33,366 -988	-3%	-$83.8K	0.36%	54
2022 Q2	$2.66M	Buy	34,354 +5,010	+17%	+$381K	0.35%	48
2022 Q1	$2.49M	Buy	29,344 +1,304	+5%	+$105K	0.3%	62
2021 Q4	$2.62M	Buy	28,040 +1,559	+6%	+$135K	0.31%	59
2021 Q3	$2.08M	Buy	26,481 +532	+2%	+$42.9K	0.26%	66
2021 Q2	$1.9M	Buy	25,949 +644	+3%	+$48.3K	0.25%	74
2021 Q1	$1.91M	Buy	25,305 +56	+0.2%	+$4.37K	0.28%	66
2020 Q4	$2.12M	Sell	25,249 -179	-0.7%	-$13.4K	0.34%	53
2020 Q3	$1.9M	Sell	25,428 -332	-1%	-$22.9K	0.33%	56
2020 Q2	$1.77M	Sell	25,760 -52	-0.2%	-$3.11K	0.33%	56
2020 Q1	$1.59M	Sell	25,812 -5,624	-18%	-$354K	0.34%	54
2019 Q4	$2.05M	Buy	31,436 +48	+0.2%	+$2.8K	0.37%	55
2019 Q3	$1.86M	Sell	31,388 -1,608	-5%	-$87K	0.37%	55
2019 Q2	$1.72M	Buy	32,996 +27,688	+522%	+$1.36M	0.35%	55
2019 Q1	$257K	Buy	5,308 +12	+0.2%	+$549	0.07%	196
2018 Q4	$230K	Sell	5,296 -1,784	-25%	-$78K	0.06%	200
2018 Q3	$297K	Sell	7,080 -1,168	-14%	-$49.7K	0.08%	152
2018 Q2	$344K	Sell	8,248 -512	-6%	-$20.7K	0.1%	134
2018 Q1	$356K	Buy	8,760 +40	+0.5%	+$1.54K	0.11%	114
2017 Q4	$333K	Sell	8,720 -2,800	-24%	-$108K	0.11%	112
2017 Q3	$426K	Buy	11,520 +8,716	+311%	+$319K	0.14%	86
2017 Q2	$99K	Hold	2,804	–	–	0.04%	210
2017 Q1	$92K	Buy	2,804 +404	+17%	+$12.7K	0.05%	166
2016 Q4	$72K	Sell	2,400 -404	-14%	-$12.1K	0.04%	173
2016 Q3	$83K	Hold	2,804	–	–	0.04%	170
2016 Q2	$92K	Buy	+2,804	New	+$84.2K	0.05%	155

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jacobi Capital Management's NEE Position: Q2 2026 in Review

Jacobi Capital Management increased its NextEra Energy (NEE) stake by 0.16% in Q2 2026, buying an estimated $7.06K and bringing the position to 48,252 shares worth $4.24M. The position accounts for 0.21% of the portfolio, ranked #89.

Jacobi Capital Management first reported a position in NEE in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.47M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jacobi Capital Management held 48,252 shares of NextEra Energy worth $4.24M as of Q2 2026.
Jacobi Capital Management bought 78 NextEra Energy shares in Q2 2026, an estimated $7.06K.
NextEra Energy made up 0.21% of Jacobi Capital Management's portfolio in Q2 2026, its #89 holding.
Jacobi Capital Management first reported a position in NextEra Energy in Q2 2016 and has held it in 41 quarters since.
Jacobi Capital Management's NextEra Energy position peaked at $4.47M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.