NJIM
NEE icon

Nabity-Jensen Investment Management’s NextEra Energy NEE Stock Holding History

Nabity-Jensen 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 		$316K Hold
3,604
– – 0.19% 63
2026
Q1 		$335K Buy
3,604
+694
+24% +$61.7K 0.23% 60
2025
Q4 		$234K Buy
2,910
+88
+3% +$7.29K 0.16% 67
2025
Q3 		$213K Buy
+2,822
New +$206K 0.15% 67

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 $3.38T AUM 44.17% 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

Nabity-Jensen Investment Management's NEE Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,604 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #63.

Nabity-Jensen Investment Management first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $335K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nabity-Jensen Investment Management held 3,604 shares of NextEra Energy worth $316K as of Q2 2026.
  • Nabity-Jensen Investment Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.19% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #63 holding.
  • Nabity-Jensen Investment Management first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Nabity-Jensen Investment Management's NextEra Energy position peaked at $335K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.