Marvin & Palmer Associates’s NextEra Energy NEE Stock Holding History

Marvin & Palmer Associates’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	-36,655	Closed	-$3.4M	–	34
2026 Q1	$3.4M	Buy	+36,655	New	+$3.26M	4.08%	16

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

Marvin & Palmer Associates's NEE Position: Q2 2026 in Review

Marvin & Palmer Associates sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 36,655 shares — an estimated $3.4M sold.

Marvin & Palmer Associates first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $3.4M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Marvin & Palmer Associates reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Marvin & Palmer Associates sold 36,655 NextEra Energy shares in Q2 2026, an estimated $3.4M.
Marvin & Palmer Associates first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Marvin & Palmer Associates's NextEra Energy position peaked at $3.4M in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.