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Morton Capital Management’s NextEra Energy NEE Stock Holding History

Morton Capital 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 		$504K Sell
5,742
-204
-3% -$18.5K 0.07% 85
2026
Q1 		$552K Buy
+5,946
New +$529K 0.08% 68

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morton Capital Management's NEE Position: Q2 2026 in Review

Morton Capital Management reduced its NextEra Energy (NEE) stake by 3.4% in Q2 2026, selling an estimated $18.5K and leaving 5,742 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #85.

Morton Capital Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $552K in Q1 2026. 892 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Morton Capital Management held 5,742 shares of NextEra Energy worth $504K as of Q2 2026.
  • Morton Capital Management sold 204 NextEra Energy shares in Q2 2026, an estimated $18.5K.
  • NextEra Energy made up 0.07% of Morton Capital Management's portfolio in Q2 2026, its #85 holding.
  • Morton Capital Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Morton Capital Management's NextEra Energy position peaked at $552K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.