Matthew Hamilton Rosenberg’s NextEra Energy NEE Stock Holding History

Matthew Hamilton Rosenberg’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	$346K	Hold	3,942	–	–	0.06%	150
2026 Q1	$366K	Hold	3,942	–	–	0.08%	129
2025 Q4	$316K	Hold	3,942	–	–	0.07%	140
2025 Q3	$298K	Buy	3,942 +183	+5%	+$13.4K	0.06%	147
2025 Q2	$261K	Buy	3,759 +503	+15%	+$34.9K	0.06%	164
2025 Q1	$231K	Buy	3,256 +29	+0.9%	+$2.05K	0.06%	168
2024 Q4	$231K	Sell	3,227 -298	-8%	-$23.1K	0.06%	160
2024 Q3	$298K	Hold	3,525	–	–	0.08%	132
2024 Q2	$246K	Sell	3,525 -680	-16%	-$48.2K	0.07%	148
2024 Q1	$267K	Sell	4,205 -72	-2%	-$4.22K	0.08%	137
2023 Q4	$260K	Sell	4,277 -46	-1%	-$2.62K	0.08%	139
2023 Q3	$248K	Sell	4,323 -279	-6%	-$19.3K	0.08%	135
2023 Q2	$341K	Sell	4,602 -900	-16%	-$68.1K	0.12%	95
2023 Q1	$424K	Buy	5,502 +140	+3%	+$10.8K	0.14%	80
2022 Q4	$448K	Sell	5,362 -2	-0%	-$162	0.15%	75
2022 Q3	$421K	Buy	5,364 +13	+0.2%	+$1.1K	0.16%	74
2022 Q2	$431K	Sell	5,351 -220	-4%	-$16.7K	0.16%	78
2022 Q1	$472K	Buy	5,571 +128	+2%	+$10.3K	0.17%	80
2021 Q4	$508K	Sell	5,443 -220	-4%	-$19K	0.18%	66
2021 Q3	$445K	Buy	5,663 +900	+19%	+$72.6K	0.18%	67
2021 Q2	$349K	Sell	4,763 -109	-2%	-$8.18K	0.18%	64
2021 Q1	$368K	Hold	4,872	–	–	0.21%	56
2020 Q4	$376K	Buy	4,872 +148	+3%	+$11.1K	0.23%	47
2020 Q3	$328K	Buy	4,724 +128	+3%	+$8.84K	0.24%	50
2020 Q2	$276K	Buy	4,596 +844	+22%	+$50.5K	0.22%	56
2020 Q1	$226K	Buy	+3,752	New	+$236K	0.22%	51

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

Matthew Hamilton Rosenberg's NEE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its NextEra Energy (NEE) position steady in Q2 2026 at 3,942 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #150.

Matthew Hamilton Rosenberg first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $508K in Q4 2021. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Matthew Hamilton Rosenberg held 3,942 shares of NextEra Energy worth $346K as of Q2 2026.
Matthew Hamilton Rosenberg left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #150 holding.
Matthew Hamilton Rosenberg first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's NextEra Energy position peaked at $508K in Q4 2021.
3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.