NCM Capital Management’s NextEra Energy NEE Stock Holding History

NCM 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	$2.28M	Buy	25,991 +5,007	+24%	+$453K	0.7%	35
2026 Q1	$1.95M	Buy	20,984 +7	+0%	+$622	0.7%	28
2025 Q4	$1.68M	Buy	20,977 +6	+0%	+$497	0.62%	36
2025 Q3	$1.58M	Sell	20,971 -539	-3%	-$39.4K	0.61%	36
2025 Q2	$1.49M	Buy	21,510 +779	+4%	+$54.1K	0.61%	35
2025 Q1	$1.47M	Sell	20,731 -242	-1%	-$17.1K	0.66%	35
2024 Q4	$1.5M	Sell	20,973 -94	-0.4%	-$7.3K	0.68%	30
2024 Q3	$1.78M	Sell	21,067 -44	-0.2%	-$3.43K	0.85%	23
2024 Q2	$1.49M	Buy	21,111 +7	+0%	+$497	0.78%	25
2024 Q1	$1.35M	Sell	21,104 -564	-3%	-$33K	0.76%	29
2023 Q4	$1.32M	Buy	21,668 +813	+4%	+$46.3K	0.8%	26
2023 Q3	$1.19M	Buy	20,855 +4,383	+27%	+$303K	0.85%	26
2023 Q2	$1.22M	Buy	16,472 +19	+0.1%	+$1.44K	0.85%	26
2023 Q1	$1.27M	Sell	16,453 -7	-0%	-$538	0.95%	25
2022 Q4	$1.38M	Buy	16,460 +5	+0%	+$404	0.91%	28
2022 Q3	$1.29M	Buy	16,455 +5	+0%	+$424	0.98%	26
2022 Q2	$1.27M	Buy	16,450 +6	+0%	+$457	0.89%	36
2022 Q1	$1.39M	Sell	16,444 -981	-6%	-$78.6K	0.88%	33
2021 Q4	$1.63M	Buy	+17,425	New	+$1.51M	1.44%	15

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

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

NCM Capital Management increased its NextEra Energy (NEE) stake by 24% in Q2 2026, buying an estimated $453K and bringing the position to 25,991 shares worth $2.28M. The position accounts for 0.7% of the portfolio, ranked #35.

NCM Capital Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

NCM Capital Management held 25,991 shares of NextEra Energy worth $2.28M as of Q2 2026.
NCM Capital Management bought 5,007 NextEra Energy shares in Q2 2026, an estimated $453K.
NextEra Energy made up 0.7% of NCM Capital Management's portfolio in Q2 2026, its #35 holding.
NCM Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NCM Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.