Legato Capital Management’s NextEra Energy NEE Stock Holding History

Legato Capital 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	$3.19M	Sell	36,391 -609	-2%	-$55.1K	0.26%	116
2026 Q1	$3.44M	Buy	37,000 +12,000	+48%	+$1.07M	0.31%	89
2025 Q4	$2.01M	Buy	+25,000	New	+$2.07M	0.17%	189
2023 Q4	–	Sell	-9,430	Closed	-$540K	–	607
2023 Q3	$540K	Sell	9,430 -4,322	-31%	-$299K	0.08%	384
2023 Q2	$1.02M	Hold	13,752	–	–	0.14%	254
2023 Q1	$1.06M	Hold	13,752	–	–	0.19%	180
2022 Q4	$1.15M	Buy	+13,752	New	+$1.11M	0.22%	149

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

Legato Capital Management's NEE Position: Q2 2026 in Review

Legato Capital Management reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $55.1K and leaving 36,391 shares worth $3.19M. The position accounts for 0.26% of the portfolio, ranked #116.

Legato Capital Management first reported a position in NEE in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.44M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Legato Capital Management held 36,391 shares of NextEra Energy worth $3.19M as of Q2 2026.
Legato Capital Management sold 609 NextEra Energy shares in Q2 2026, an estimated $55.1K.
NextEra Energy made up 0.26% of Legato Capital Management's portfolio in Q2 2026, its #116 holding.
Legato Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 7 quarters since.
Legato Capital Management's NextEra Energy position peaked at $3.44M in Q1 2026.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.