Nalls Sherbakoff Group’s NextEra Energy NEE Stock Holding History

Nalls Sherbakoff Group’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	$58.3K	Sell	664 -752	-53%	-$68K	0.04%	171
2026 Q1	$132K	Sell	1,416 -561	-28%	-$49.9K	0.1%	124
2025 Q4	$159K	Buy	1,977 +752	+61%	+$62.3K	0.11%	115
2025 Q3	$92.5K	Hold	1,225	–	–	0.06%	152
2025 Q2	$85K	Hold	1,225	–	–	0.06%	155
2025 Q1	$86.8K	Buy	+1,225	New	+$86.5K	0.07%	138
2023 Q4	$168K	Sell	2,770 -2,218	-44%	-$126K	0.15%	94
2023 Q3	$286K	Sell	4,988 -164	-3%	-$11.4K	0.28%	56
2023 Q2	$378K	Hold	5,152	–	–	0.37%	46
2023 Q1	$395K	Buy	+5,152	New	+$396K	0.39%	46
2018 Q4	$294K	Buy	+6,768	New	+$296K	0.47%	41

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

Nalls Sherbakoff Group's NEE Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its NextEra Energy (NEE) stake by 53% in Q2 2026, selling an estimated $68K and leaving 664 shares worth $58.3K. The position accounts for 0.04% of the portfolio, ranked #171.

Nalls Sherbakoff Group first reported a position in NEE in Q4 2018 and has held it in 11 quarters since. The position peaked at $395K in Q1 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Nalls Sherbakoff Group held 664 shares of NextEra Energy worth $58.3K as of Q2 2026.
Nalls Sherbakoff Group sold 752 NextEra Energy shares in Q2 2026, an estimated $68K.
NextEra Energy made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #171 holding.
Nalls Sherbakoff Group first reported a position in NextEra Energy in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's NextEra Energy position peaked at $395K in Q1 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.