Madison Asset Management’s NextEra Energy NEE Stock Holding History

Madison 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	$63.5M	Buy	724,014 +39,616	+6%	+$3.58M	0.76%	44
2026 Q1	$63.6M	Sell	684,398 -2,480	-0.4%	-$220K	0.79%	42
2025 Q4	$55.1M	Buy	686,878 +3,127	+0.5%	+$259K	0.63%	53
2025 Q3	$51.6M	Sell	683,751 -4,722	-0.7%	-$345K	0.57%	54
2025 Q2	$47.8M	Buy	688,473 +380	+0.1%	+$26.4K	0.52%	58
2025 Q1	$48.8M	Sell	688,093 -14,844	-2%	-$1.05M	0.54%	60
2024 Q4	$50.4M	Sell	702,937 -28,721	-4%	-$2.23M	0.57%	59
2024 Q3	$61.8M	Sell	731,658 -36,049	-5%	-$2.81M	0.7%	48
2024 Q2	$54.4M	Sell	767,707 -197,623	-20%	-$14M	0.67%	48
2024 Q1	$61.7M	Buy	965,330 +157,530	+20%	+$9.23M	0.76%	46
2023 Q4	$49.1M	Buy	807,800 +75,661	+10%	+$4.31M	0.66%	51
2023 Q3	$41.9M	Sell	732,139 -87,696	-11%	-$6.07M	0.62%	53
2023 Q2	$60.8M	Buy	819,835 +70,044	+9%	+$5.3M	0.89%	38
2023 Q1	$57.8M	Buy	749,791 +529,488	+240%	+$40.7M	0.88%	37
2022 Q4	$18.4M	Buy	220,303 +325	+0.1%	+$26.3K	0.29%	105
2022 Q3	$17.2M	Sell	219,978 -19,098	-8%	-$1.62M	0.29%	103
2022 Q2	$18.5M	Buy	239,076 +5,831	+2%	+$444K	0.29%	103
2022 Q1	$19.8M	Buy	233,245 +74,092	+47%	+$5.94M	0.28%	100
2021 Q4	$14.9M	Sell	159,153 -47,247	-23%	-$4.08M	0.19%	117
2021 Q3	$16.2M	Sell	206,400 -28,433	-12%	-$2.29M	0.22%	110
2021 Q2	$17.2M	Sell	234,833 -19,207	-8%	-$1.44M	0.23%	111
2021 Q1	$19.2M	Sell	254,040 -254,508	-50%	-$19.9M	0.27%	106
2020 Q4	$39.2M	Sell	508,548 -66,432	-12%	-$4.97M	0.58%	68
2020 Q3	$39.9M	Sell	574,980 -5,952	-1%	-$411K	0.67%	59
2020 Q2	$34.9M	Buy	580,932 +99,108	+21%	+$5.93M	0.61%	64
2020 Q1	$29M	Buy	481,824 +3,452	+0.7%	+$217K	0.6%	66
2019 Q4	$29M	Buy	+478,372	New	+$27.9M	0.44%	72

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

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

Madison Asset Management increased its NextEra Energy (NEE) stake by 5.8% in Q2 2026, buying an estimated $3.58M and bringing the position to 724,014 shares worth $63.5M. The position accounts for 0.76% of the portfolio, ranked #44.

Madison Asset Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $63.6M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Madison Asset Management held 724,014 shares of NextEra Energy worth $63.5M as of Q2 2026.
Madison Asset Management bought 39,616 NextEra Energy shares in Q2 2026, an estimated $3.58M.
NextEra Energy made up 0.76% of Madison Asset Management's portfolio in Q2 2026, its #44 holding.
Madison Asset Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
Madison Asset Management's NextEra Energy position peaked at $63.6M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.