Jefferies Financial Group’s NextEra Energy NEE Stock Holding History

Jefferies Financial Group’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	$8.78M	Sell	100,000 -180,000	-64%	-$16.3M	0.06%	266
2026 Q1	$26M	Sell	280,000 -20,000	-7%	-$1.78M	0.18%	92
2025 Q4	$24.1M	Buy	300,000 +101,400	+51%	+$8.4M	0.12%	167
2025 Q3	$15M	Buy	198,600 +122,800	+162%	+$8.97M	0.07%	172
2025 Q2	$5.26M	Buy	+75,800	New	+$5.27M	0.04%	287
2024 Q4	–	Sell	-7,500	Closed	-$634K	–	1745
2024 Q3	$634K	Buy	+7,500	New	+$585K	﹤0.01%	917
2023 Q4	–	Sell	-131,500	Closed	-$7.53M	–	1893
2023 Q3	$7.53M	Buy	131,500 +51,500	+64%	+$3.57M	0.07%	233
2023 Q2	$5.94M	Buy	80,000 +71,500	+841%	+$5.41M	0.05%	314
2023 Q1	$655K	Buy	+8,500	New	+$654K	0.01%	1018

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

Jefferies Financial Group's NEE Position: Q2 2026 in Review

Jefferies Financial Group reduced its NextEra Energy (NEE) stake by 60% in Q2 2026, selling an estimated $7.58M and leaving 55,545 shares worth $4.88M. The position accounts for 0.03% of the portfolio, ranked #392.

Jefferies Financial Group first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.1M in Q1 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jefferies Financial Group held 55,545 shares of NextEra Energy worth $4.88M as of Q2 2026.
Jefferies Financial Group sold 83,828 NextEra Energy shares in Q2 2026, an estimated $7.58M.
NextEra Energy made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #392 holding.
Jefferies Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's NextEra Energy position peaked at $50.1M in Q1 2025.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.