Jupiter Asset Management’s NextEra Energy NEE Stock Holding History

Jupiter Asset 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	$75.9M	Buy	+864,482	New	+$78.2M	0.38%	76
2025 Q2	–	Sell	-615,484	Closed	-$43.6M	–	496
2025 Q1	$43.6M	Sell	615,484 -300,360	-33%	-$21.2M	0.42%	84
2024 Q4	$65.7M	Buy	+915,844	New	+$71.1M	0.64%	36
2023 Q3	–	Sell	-96,107	Closed	-$7.13M	–	550
2023 Q2	$7.13M	Buy	96,107 +2,912	+3%	+$220K	0.08%	246
2023 Q1	$7.18M	Buy	+93,195	New	+$7.17M	0.1%	199
2022 Q4	–	Sell	-72,863	Closed	-$5.71M	–	535
2022 Q3	$5.71M	Buy	+72,863	New	+$6.18M	0.09%	220
2022 Q1	–	Sell	-4,162	Closed	-$386K	–	581
2021 Q4	$386K	Buy	+4,162	New	+$360K	﹤0.01%	491
2021 Q2	–	Sell	-71,301	Closed	-$5.39M	–	643
2021 Q1	$5.39M	Buy	71,301 +38,440	+117%	+$3M	0.05%	311
2020 Q4	$2.53M	Sell	32,861 -1,239	-4%	-$92.7K	0.03%	399
2020 Q3	$2.36M	Buy	34,100 +11,272	+49%	+$778K	0.02%	399
2020 Q2	$1.37M	Buy	+22,828	New	+$1.37M	0.05%	214

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

Jupiter Asset Management's NEE Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in NextEra Energy (NEE) in Q2 2026: 864,482 shares worth $75.9M. The stake represents 0.38% of the portfolio and ranks #76 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in NEE as recently as Q1 2025.

Jupiter Asset Management first reported a position in NEE in Q2 2020 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Jupiter Asset Management held 864,482 shares of NextEra Energy worth $75.9M as of Q2 2026.
NextEra Energy was a new Jupiter Asset Management position in Q2 2026.
NextEra Energy made up 0.38% of Jupiter Asset Management's portfolio in Q2 2026, its #76 holding.
Jupiter Asset Management first reported a position in NextEra Energy in Q2 2020 and has held it in 11 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.