Legacy CG’s NextEra Energy NEE Stock Holding History

Legacy CG’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	–	Sell	-51,375	Closed	-$4.77M	–	47
2026 Q1	$4.77M	Buy	51,375 +929	+2%	+$82.6K	1.33%	31
2025 Q4	$4.05M	Sell	50,446 -105	-0.2%	-$8.7K	1.13%	37
2025 Q3	$3.82M	Buy	50,551 +373	+0.7%	+$27.3K	1.07%	35
2025 Q2	$3.48M	Buy	+50,178	New	+$3.49M	1.04%	36

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

Legacy CG's NEE Position: Q2 2026 in Review

Legacy CG sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 51,375 shares — an estimated $4.77M sold.

Legacy CG first reported a position in NEE in Q2 2025 and held it in 4 quarters. The position peaked at $4.77M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legacy CG reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Legacy CG sold 51,375 NextEra Energy shares in Q2 2026, an estimated $4.77M.
Legacy CG first reported a position in NextEra Energy in Q2 2025 and held it in 4 quarters.
Legacy CG's NextEra Energy position peaked at $4.77M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.