Jag Capital Management’s NextEra Energy NEE Stock Holding History

Jag 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	$504K	Hold	5,738	–	–	0.05%	84
2026 Q1	$533K	Hold	5,738	–	–	0.06%	79
2025 Q4	$461K	Buy	5,738 +341	+6%	+$28.2K	0.05%	84
2025 Q3	$407K	Hold	5,397	–	–	0.04%	88
2025 Q2	$375K	Hold	5,397	–	–	0.04%	95
2025 Q1	$383K	Hold	5,397	–	–	0.05%	88
2024 Q4	$387K	Sell	5,397 -112,060	-95%	-$8.71M	0.05%	81
2024 Q3	$9.93M	Buy	117,457 +107,520	+1,082%	+$8.39M	1.2%	29
2024 Q2	$704K	Buy	+9,937	New	+$705K	0.1%	69
2022 Q3	–	Sell	-3,436	Closed	-$266K	–	179
2022 Q2	$266K	Buy	+3,436	New	+$262K	0.03%	161

Other funds holding NEE

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

Jag Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 5,738 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #84.

Jag Capital Management first reported a position in NEE in Q2 2022 and has held it in 10 quarters since. The position peaked at $9.93M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jag Capital Management held 5,738 shares of NextEra Energy worth $504K as of Q2 2026.
Jag Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Jag Capital Management's portfolio in Q2 2026, its #84 holding.
Jag Capital Management first reported a position in NextEra Energy in Q2 2022 and has held it in 10 quarters since.
Jag Capital Management's NextEra Energy position peaked at $9.93M in Q3 2024.
1,300 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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