Magnolia Capital Advisors’s NextEra Energy NEE Stock Holding History

Magnolia Capital Advisors’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	$1.98M	Sell	22,604 -551	-2%	-$49.8K	0.34%	76
2026 Q1	$2.15M	Sell	23,155 -819	-3%	-$72.8K	0.42%	66
2025 Q4	$1.92M	Sell	23,974 -309	-1%	-$25.6K	0.4%	60
2025 Q3	$1.83M	Sell	24,283 -220	-0.9%	-$16.1K	0.48%	62
2025 Q2	$1.7M	Sell	24,503 -1,618	-6%	-$112K	0.43%	64
2025 Q1	$1.85M	Buy	26,121 +1,961	+8%	+$138K	0.5%	47
2024 Q4	$1.73M	Buy	24,160 +6,773	+39%	+$526K	0.45%	53
2024 Q3	$1.47M	Buy	17,387 +11,541	+197%	+$901K	0.74%	34
2024 Q2	$414K	Buy	5,846 +375	+7%	+$26.6K	0.23%	91
2024 Q1	$352K	Buy	+5,471	New	+$321K	0.29%	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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's NEE Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its NextEra Energy (NEE) stake by 2.4% in Q2 2026, selling an estimated $49.8K and leaving 22,604 shares worth $1.98M. The position accounts for 0.34% of the portfolio, ranked #76.

Magnolia Capital Advisors first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.15M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Magnolia Capital Advisors held 22,604 shares of NextEra Energy worth $1.98M as of Q2 2026.
Magnolia Capital Advisors sold 551 NextEra Energy shares in Q2 2026, an estimated $49.8K.
NextEra Energy made up 0.34% of Magnolia Capital Advisors's portfolio in Q2 2026, its #76 holding.
Magnolia Capital Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Magnolia Capital Advisors's NextEra Energy position peaked at $2.15M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.