Lavaca Capital’s NextEra Energy NEE Stock Holding History

Lavaca Capital’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	$1.05M	Hold	12,000	–	–	0.1%	55
2026 Q1	$1.11M	Hold	12,000	–	–	0.2%	42
2025 Q4	$963K	Hold	12,000	–	–	0.16%	48
2025 Q3	$906K	Hold	12,000	–	–	0.16%	48
2025 Q2	$833K	Hold	12,000	–	–	0.31%	45
2025 Q1	$851K	Sell	12,000 -529	-4%	-$37.3K	0.35%	45
2024 Q4	$898K	Buy	12,529 +529	+4%	+$41.1K	0.35%	46
2024 Q3	$1.01M	Hold	12,000	–	–	0.43%	40
2024 Q2	$850K	Hold	12,000	–	–	0.44%	37
2024 Q1	$767K	Hold	12,000	–	–	0.45%	39
2023 Q4	$729K	Buy	12,000 +3,453	+40%	+$197K	0.41%	45
2023 Q3	$490K	Hold	8,547	–	–	0.16%	98
2023 Q2	$634K	Buy	8,547 +3,185	+59%	+$241K	0.19%	91
2023 Q1	$413K	Hold	5,362	–	–	0.09%	139
2022 Q4	$448K	Buy	+5,362	New	+$433K	0.14%	127
2019 Q2	–	Sell	-208	Closed	-$10K	–	247
2019 Q1	$10K	Hold	208	–	–	0.01%	269
2018 Q4	$9K	Buy	+208	New	+$9.1K	0.01%	245

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

Lavaca Capital's NEE Position: Q2 2026 in Review

Lavaca Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 12,000 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #55.

Lavaca Capital first reported a position in NEE in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lavaca Capital held 12,000 shares of NextEra Energy worth $1.05M as of Q2 2026.
Lavaca Capital left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.1% of Lavaca Capital's portfolio in Q2 2026, its #55 holding.
Lavaca Capital first reported a position in NextEra Energy in Q4 2018 and has held it in 17 quarters since.
Lavaca Capital's NextEra Energy position peaked at $1.11M in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.