Michael J. Puzo’s NextEra Energy NEE Stock Holding History

Michael J. Puzo’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	$2.66M	Buy	30,272 +19,157	+172%	+$1.73M	0.69%	33
2026 Q1	$1.03M	Buy	+11,115	New	+$988K	0.3%	43
2015 Q4	–	Sell	-5,140	Closed	-$125K	–	100
2015 Q3	$125K	Buy	5,140 +120	+2%	+$3.05K	0.09%	88
2015 Q2	$123K	Hold	5,020	–	–	0.08%	94
2015 Q1	$131K	Buy	+5,020	New	+$132K	0.08%	98

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

Michael J. Puzo's NEE Position: Q2 2026 in Review

Michael J. Puzo increased its NextEra Energy (NEE) stake by 172% in Q2 2026, buying an estimated $1.73M and bringing the position to 30,272 shares worth $2.66M. The position accounts for 0.69% of the portfolio, ranked #33.

Michael J. Puzo first reported a position in NEE in Q1 2015 and has held it in 5 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Michael J. Puzo held 30,272 shares of NextEra Energy worth $2.66M as of Q2 2026.
Michael J. Puzo bought 19,157 NextEra Energy shares in Q2 2026, an estimated $1.73M.
NextEra Energy made up 0.69% of Michael J. Puzo's portfolio in Q2 2026, its #33 holding.
Michael J. Puzo first reported a position in NextEra Energy in Q1 2015 and has held it in 5 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.