Magellan Asset Management’s NextEra Energy NEE Stock Holding History

Magellan 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	$54.9M	Buy	624,979 +55,339	+10%	+$5.01M	1.23%	27
2026 Q1	$52.9M	Buy	569,640 +78,171	+16%	+$6.95M	0.69%	37
2025 Q4	$39.5M	Sell	491,469 -34,776	-7%	-$2.88M	0.48%	40
2025 Q3	$39.7M	Buy	526,245 +59,575	+13%	+$4.35M	0.47%	39
2025 Q2	$32.4M	Buy	466,670 +70,081	+18%	+$4.87M	0.37%	41
2025 Q1	$28.1M	Buy	396,589 +24,122	+6%	+$1.7M	0.34%	41
2024 Q4	$26.7M	Sell	372,467 -71,364	-16%	-$5.54M	0.29%	44
2024 Q3	$37.5M	Sell	443,831 -1,951	-0.4%	-$152K	0.37%	37
2024 Q2	$31.6M	Buy	445,782 +445,181	+74,073%	+$31.6M	0.3%	46
2024 Q1	$38.4K	Buy	601 +49	+9%	+$2.87K	﹤0.01%	117
2023 Q4	$33.5K	Buy	552 +45	+9%	+$2.56K	﹤0.01%	119
2023 Q3	$29K	Buy	507 +50	+11%	+$3.46K	﹤0.01%	121
2023 Q2	$33.9K	Buy	457 +41	+10%	+$3.1K	﹤0.01%	117
2023 Q1	$32.1K	Buy	+416	New	+$32K	﹤0.01%	119

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

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

Magellan Asset Management increased its NextEra Energy (NEE) stake by 9.7% in Q2 2026, buying an estimated $5.01M and bringing the position to 624,979 shares worth $54.9M. The position accounts for 1.23% of the portfolio, ranked #27.

Magellan Asset Management first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Magellan Asset Management held 624,979 shares of NextEra Energy worth $54.9M as of Q2 2026.
Magellan Asset Management bought 55,339 NextEra Energy shares in Q2 2026, an estimated $5.01M.
NextEra Energy made up 1.23% of Magellan Asset Management's portfolio in Q2 2026, its #27 holding.
Magellan Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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