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Johnson Financial Group LLC (Colorado)’s NextEra Energy NEE Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$399K Sell
4,545
-1,372
-23% -$124K 0.02% 177
2026
Q1 		$550K Buy
+5,917
New +$526K 0.04% 87
2025
Q4 		– Sell
-4,099
Closed -$309K – 127
2025
Q3 		$309K Buy
+4,099
New +$299K 0.03% 64
2018
Q1 		$252K Buy
+6,188
New +$239K 0.21% 48

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s NEE Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its NextEra Energy (NEE) stake by 23% in Q2 2026, selling an estimated $124K and leaving 4,545 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #177.

Johnson Financial Group LLC (Colorado) first reported a position in NEE in Q1 2018 and has held it in 4 quarters since. The position peaked at $550K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 4,545 shares of NextEra Energy worth $399K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 1,372 NextEra Energy shares in Q2 2026, an estimated $124K.
  • NextEra Energy made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #177 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in NextEra Energy in Q1 2018 and has held it in 4 quarters since.
  • Johnson Financial Group LLC (Colorado)'s NextEra Energy position peaked at $550K in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.