Lummis Asset Management’s NextEra Energy NEE Stock Holding History

Lummis Asset 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	–	Sell	-61	Closed	-$5.67K	–	227
2026 Q1	$5.67K	Hold	61	–	–	﹤0.01%	141
2025 Q4	$4.9K	Hold	61	–	–	﹤0.01%	140
2025 Q3	$4.61K	Hold	61	–	–	﹤0.01%	132
2025 Q2	$4.24K	Hold	61	–	–	﹤0.01%	131
2025 Q1	$4.32K	Hold	61	–	–	﹤0.01%	133
2024 Q4	$4.37K	Hold	61	–	–	0.01%	110
2024 Q3	$5.16K	Hold	61	–	–	0.01%	112
2024 Q2	$4.32K	Hold	61	–	–	0.01%	116
2024 Q1	$3.9K	Hold	61	–	–	0.01%	120
2023 Q4	$3.71K	Buy	+61	New	+$3.48K	﹤0.01%	141

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

Lummis Asset Management's NEE Position: Q2 2026 in Review

Lummis Asset Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 61 shares — an estimated $5.67K sold.

Lummis Asset Management first reported a position in NEE in Q4 2023 and held it in 10 quarters. The position peaked at $5.67K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lummis Asset Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Lummis Asset Management sold 61 NextEra Energy shares in Q2 2026, an estimated $5.67K.
Lummis Asset Management first reported a position in NextEra Energy in Q4 2023 and held it in 10 quarters.
Lummis Asset Management's NextEra Energy position peaked at $5.67K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.