LGF
NEE icon

LGT Group Foundation’s NextEra Energy NEE Stock Holding History

LGT Group Foundation’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 		$224M Buy
2,548,827
+125,164
+5% +$11.3M 2.53% 10
2026
Q1 		$225M Buy
2,423,663
+647,579
+36% +$57.6M 2.75% 10
2025
Q4 		$143M Buy
1,776,084
+9,240
+0.5% +$765K 1.56% 16
2025
Q3 		$139M Sell
1,766,844
-14,702
-0.8% -$1.07M 1.59% 14
2025
Q2 		$124M Buy
1,781,546
+20,087
+1% +$1.4M 1.55% 15
2025
Q1 		$125M Buy
1,761,459
+961,255
+120% +$67.8M 1.72% 15
2024
Q4 		$57.4M Sell
800,204
-1,657
-0.2% -$129K 0.89% 28
2024
Q3 		$68.5M Sell
801,861
-712,621
-47% -$55.6M 1.12% 20
2024
Q2 		$107M Buy
1,514,482
+1,371,982
+963% +$97.3M 1.69% 11
2024
Q1 		$9.11M Sell
142,500
-9,011
-6% -$528K 0.22% 91
2023
Q4 		$9.25M Buy
151,511
+15,813
+12% +$901K 0.2% 101
2023
Q3 		$7.08M Buy
135,698
+2,050
+2% +$142K 0.17% 114
2023
Q2 		$9.92M Sell
133,648
-415
-0.3% -$31.4K 0.24% 98
2023
Q1 		$10.3M Buy
134,063
+3,763
+3% +$289K 0.3% 83
2022
Q4 		$10.9M Buy
130,300
+51,264
+65% +$4.14M 0.34% 81
2022
Q3 		$6.2M Sell
79,036
-28,134
-26% -$2.39M 0.24% 93
2022
Q2 		$8.3M Buy
107,170
+42,632
+66% +$3.25M 0.25% 92
2022
Q1 		$5.53M Buy
64,538
+24,373
+61% +$1.95M 0.13% 134
2021
Q4 		$3.75M Buy
+40,165
New +$3.47M 0.1% 142

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

LGT Group Foundation's NEE Position: Q2 2026 in Review

LGT Group Foundation increased its NextEra Energy (NEE) stake by 5.2% in Q2 2026, buying an estimated $11.3M and bringing the position to 2,548,827 shares worth $224M. The position accounts for 2.53% of the portfolio, ranked #10.

LGT Group Foundation first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $225M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LGT Group Foundation held 2,548,827 shares of NextEra Energy worth $224M as of Q2 2026.
  • LGT Group Foundation bought 125,164 NextEra Energy shares in Q2 2026, an estimated $11.3M.
  • NextEra Energy made up 2.53% of LGT Group Foundation's portfolio in Q2 2026, its #10 holding.
  • LGT Group Foundation first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's NextEra Energy position peaked at $225M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.