Regatta Research & Money Management’s NextEra Energy NEE Stock Holding History

Regatta Research & Money 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	$115K	Buy	+1,308	New	+$118K	0.11%	165

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Regatta Research & Money Management's NEE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in NextEra Energy (NEE) in Q2 2026: 1,308 shares worth $115K. The stake represents 0.11% of the portfolio and ranks #165 among its holdings.

2,467 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Regatta Research & Money Management held 1,308 shares of NextEra Energy worth $115K as of Q2 2026.
NextEra Energy was a new Regatta Research & Money Management position in Q2 2026.
NextEra Energy made up 0.11% of Regatta Research & Money Management's portfolio in Q2 2026, its #165 holding.
2,467 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.