JMG Financial Group’s NextEra Energy NEE Stock Holding History

JMG 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	$213K	Hold	2,432	–	–	0.01%	134
2026 Q1	$226K	Buy	+2,432	New	+$216K	0.01%	121

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

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

JMG Financial Group held its NextEra Energy (NEE) position steady in Q2 2026 at 2,432 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #134.

JMG Financial Group first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $226K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

JMG Financial Group held 2,432 shares of NextEra Energy worth $213K as of Q2 2026.
JMG Financial Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #134 holding.
JMG Financial Group first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
JMG Financial Group's NextEra Energy position peaked at $226K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.