NEOS Investment Management’s NextEra Energy NEE Stock Holding History

NEOS 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	$29.8M	Buy	339,343 +35,848	+12%	+$3.24M	0.11%	143
2026 Q1	$28.2M	Sell	303,495 -196,803	-39%	-$17.5M	0.14%	120
2025 Q4	$40.2M	Buy	500,298 +155,750	+45%	+$12.9M	0.23%	79
2025 Q3	$26M	Buy	344,548 +112,477	+48%	+$8.22M	0.19%	95
2025 Q2	$16.1M	Buy	232,071 +26,035	+13%	+$1.81M	0.2%	99
2025 Q1	$14.6M	Buy	206,036 +75,799	+58%	+$5.35M	0.28%	74
2024 Q4	$9.34M	Buy	130,237 +35,687	+38%	+$2.77M	0.22%	89
2024 Q3	$7.99M	Buy	94,550 +19,488	+26%	+$1.52M	0.24%	83
2024 Q2	$5.32M	Buy	75,062 +23,904	+47%	+$1.7M	0.22%	86
2024 Q1	$3.27M	Buy	51,158 +22,067	+76%	+$1.29M	0.2%	97
2023 Q4	$1.77M	Buy	29,091 +8,272	+40%	+$471K	0.17%	121
2023 Q3	$1.19M	Buy	+20,819	New	+$1.44M	0.15%	133

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

NEOS Investment Management's NEE Position: Q2 2026 in Review

NEOS Investment Management increased its NextEra Energy (NEE) stake by 12% in Q2 2026, buying an estimated $3.24M and bringing the position to 339,343 shares worth $29.8M. The position accounts for 0.11% of the portfolio, ranked #143.

NEOS Investment Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.2M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

NEOS Investment Management held 339,343 shares of NextEra Energy worth $29.8M as of Q2 2026.
NEOS Investment Management bought 35,848 NextEra Energy shares in Q2 2026, an estimated $3.24M.
NextEra Energy made up 0.11% of NEOS Investment Management's portfolio in Q2 2026, its #143 holding.
NEOS Investment Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
NEOS Investment Management's NextEra Energy position peaked at $40.2M in Q4 2025.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.