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NFJ Investment Group’s NextEra Energy NEE Stock Holding History

NFJ Investment 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 		$43.1M Sell
491,075
-1,353
-0.3% -$122K 1.46% 16
2026
Q1 		$45.7M Sell
492,428
-283,422
-37% -$25.2M 1.73% 10
2025
Q4 		$62.3M Sell
775,850
-219,361
-22% -$18.2M 2.24% 7
2025
Q3 		$75.1M Sell
995,211
-34,652
-3% -$2.53M 2.58% 4
2025
Q2 		$71.5M Sell
1,029,863
-120,526
-10% -$8.37M 2.49% 1
2025
Q1 		$81.6M Sell
1,150,389
-13,741
-1% -$970K 2.74% 1
2024
Q4 		$83.5M Sell
1,164,130
-29,002
-2% -$2.25M 2.68% 2
2024
Q3 		$101M Sell
1,193,132
-179,578
-13% -$14M 2.95% 2
2024
Q2 		$97.2M Sell
1,372,710
-177,674
-11% -$12.6M 2.98% 3
2024
Q1 		$99.1M Buy
1,550,384
+460,674
+42% +$27M 2.71% 4
2023
Q4 		$66.2M Buy
1,089,710
+53,398
+5% +$3.04M 1.83% 9
2023
Q3 		$59.4M Buy
+1,036,312
New +$71.7M 1.73% 10
2022
Q3 		– Sell
-905,591
Closed -$70.1M – 337
2022
Q2 		$70.1M Sell
905,591
-222,282
-20% -$16.9M 1.68% 8
2022
Q1 		$95.5M Buy
1,127,873
+424,982
+60% +$34.1M 1.94% 4
2021
Q4 		$65.6M Sell
702,891
-439,775
-38% -$38M 1.2% 12
2021
Q3 		$89.7M Buy
1,142,666
+24,461
+2% +$1.97M 1.76% 6
2021
Q2 		$81.9M Buy
1,118,205
+178,692
+19% +$13.4M 1.55% 8
2021
Q1 		$71M Buy
+939,513
New +$73.3M 1.43% 9

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 $3.37T AUM 44.26% 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

NFJ Investment Group's NEE Position: Q2 2026 in Review

NFJ Investment Group reduced its NextEra Energy (NEE) stake by 0.27% in Q2 2026, selling an estimated $122K and leaving 491,075 shares worth $43.1M. The position accounts for 1.46% of the portfolio, ranked #16.

NFJ Investment Group first reported a position in NEE in Q1 2021 and has held it in 18 quarters since. The position peaked at $101M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • NFJ Investment Group held 491,075 shares of NextEra Energy worth $43.1M as of Q2 2026.
  • NFJ Investment Group sold 1,353 NextEra Energy shares in Q2 2026, an estimated $122K.
  • NextEra Energy made up 1.46% of NFJ Investment Group's portfolio in Q2 2026, its #16 holding.
  • NFJ Investment Group first reported a position in NextEra Energy in Q1 2021 and has held it in 18 quarters since.
  • NFJ Investment Group's NextEra Energy position peaked at $101M in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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