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Marshall Investment Management’s NextEra Energy NEE Stock Holding History

Marshall Investment 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 		$9.3K Buy
+106
New +$9.59K ﹤0.01% 232
2025
Q2 		– Sell
-161
Closed -$11.4K – 149
2025
Q1 		$11.4K Buy
+161
New +$11.4K 0.01% 162

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Investment Management's NEE Position: Q2 2026 in Review

Marshall Investment Management opened a new position in NextEra Energy (NEE) in Q2 2026: 106 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in NEE as recently as Q1 2025.

Marshall Investment Management first reported a position in NEE in Q1 2025 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Marshall Investment Management held 106 shares of NextEra Energy worth $9.3K as of Q2 2026.
  • NextEra Energy was a new Marshall Investment Management position in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #232 holding.
  • Marshall Investment Management first reported a position in NextEra Energy in Q1 2025 and has held it in 2 quarters since.
  • Marshall Investment Management's NextEra Energy position peaked at $11.4K in Q1 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.