Jacobsen Capital Management’s NextEra Energy NEE Stock Holding History

Jacobsen 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	$437K	Buy	4,979 +3	+0.1%	+$271	0.13%	72
2026 Q1	$462K	Buy	4,976 +1	+0%	+$89	0.16%	62
2025 Q4	$399K	Sell	4,975 -68	-1%	-$5.63K	0.13%	65
2025 Q3	$381K	Buy	5,043 +38	+0.8%	+$2.78K	0.13%	69
2025 Q2	$347K	Buy	5,005 +1,062	+27%	+$73.8K	0.13%	65
2025 Q1	$280K	Sell	3,943 -155	-4%	-$10.9K	0.12%	74
2024 Q4	$294K	Buy	4,098 +2	+0%	+$155	0.13%	68
2024 Q3	$346K	Buy	4,096 +232	+6%	+$18.1K	0.15%	56
2024 Q2	$274K	Buy	3,864 +423	+12%	+$30K	0.12%	69
2024 Q1	$220K	Buy	+3,441	New	+$202K	0.1%	83
2023 Q3	–	Sell	-3,420	Closed	-$254K	–	75
2023 Q2	$254K	Sell	3,420 -76	-2%	-$5.75K	0.13%	63
2023 Q1	$269K	Buy	+3,496	New	+$269K	0.14%	60

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 $3.38T AUM 44.17% 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

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

Jacobsen Capital Management increased its NextEra Energy (NEE) stake by 0.06% in Q2 2026, buying an estimated $271 and bringing the position to 4,979 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #72.

Jacobsen Capital Management first reported a position in NEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $462K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jacobsen Capital Management held 4,979 shares of NextEra Energy worth $437K as of Q2 2026.
Jacobsen Capital Management bought 3 NextEra Energy shares in Q2 2026, an estimated $271.
NextEra Energy made up 0.13% of Jacobsen Capital Management's portfolio in Q2 2026, its #72 holding.
Jacobsen Capital Management first reported a position in NextEra Energy in Q1 2023 and has held it in 12 quarters since.
Jacobsen Capital Management's NextEra Energy position peaked at $462K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.