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Natural Investments’s NextEra Energy NEE Stock Holding History

Natural Investments’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 		$479K Sell
5,459
-3,818
-41% -$345K 0.11% 162
2026
Q1 		$861K Sell
9,277
-44
-0.5% -$3.91K 0.21% 106
2025
Q4 		$748K Sell
9,321
-1
-0% -$83 0.19% 111
2025
Q3 		$703K Buy
9,322
+17
+0.2% +$1.24K 0.17% 113
2025
Q2 		$645K Buy
9,305
+66
+0.7% +$4.58K 0.17% 120
2025
Q1 		$654K Sell
9,239
-511
-5% -$36.1K 0.19% 115
2024
Q4 		$698K Buy
+9,750
New +$757K 0.19% 116

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

Natural Investments's NEE Position: Q2 2026 in Review

Natural Investments reduced its NextEra Energy (NEE) stake by 41% in Q2 2026, selling an estimated $345K and leaving 5,459 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #162.

Natural Investments first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Natural Investments held 5,459 shares of NextEra Energy worth $479K as of Q2 2026.
  • Natural Investments sold 3,818 NextEra Energy shares in Q2 2026, an estimated $345K.
  • NextEra Energy made up 0.11% of Natural Investments's portfolio in Q2 2026, its #162 holding.
  • Natural Investments first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's NextEra Energy position peaked at $861K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.