North Star Asset Management’s NextEra Energy NEE Stock Holding History

North Star Asset 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	$562K	Sell	6,401 -11	-0.2%	-$995	0.02%	242
2026 Q1	$596K	Buy	6,412 +17	+0.3%	+$1.51K	0.03%	230
2025 Q4	$513K	Buy	6,395 +3	+0%	+$248	0.02%	238
2025 Q3	$483K	Buy	6,392 +403	+7%	+$29.4K	0.02%	235
2025 Q2	$416K	Buy	5,989 +3,142	+110%	+$218K	0.02%	244
2025 Q1	$202K	Buy	+2,847	New	+$201K	0.01%	306
2024 Q4	–	Sell	-2,765	Closed	-$234K	–	329
2024 Q3	$234K	Buy	+2,765	New	+$216K	0.01%	291
2023 Q3	–	Sell	-2,740	Closed	-$203K	–	304
2023 Q2	$203K	Sell	2,740 -25	-0.9%	-$1.89K	0.01%	280
2023 Q1	$213K	Hold	2,765	–	–	0.01%	278
2022 Q4	$231K	Sell	2,765 -375	-12%	-$30.3K	0.01%	274
2022 Q3	$246K	Hold	3,140	–	–	0.02%	261
2022 Q2	$243K	Buy	3,140 +10	+0.3%	+$761	0.02%	257
2022 Q1	$266K	Sell	3,130 -87	-3%	-$6.97K	0.01%	262
2021 Q4	$300K	Sell	3,217 -30	-0.9%	-$2.59K	0.02%	258
2021 Q3	$255K	Buy	+3,247	New	+$262K	0.01%	268

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 $3.38T AUM 44.17% 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

North Star Asset Management's NEE Position: Q2 2026 in Review

North Star Asset Management reduced its NextEra Energy (NEE) stake by 0.17% in Q2 2026, selling an estimated $995 and leaving 6,401 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #242.

North Star Asset Management first reported a position in NEE in Q3 2021 and has held it in 15 quarters since. The position peaked at $596K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

North Star Asset Management held 6,401 shares of NextEra Energy worth $562K as of Q2 2026.
North Star Asset Management sold 11 NextEra Energy shares in Q2 2026, an estimated $995.
NextEra Energy made up 0.02% of North Star Asset Management's portfolio in Q2 2026, its #242 holding.
North Star Asset Management first reported a position in NextEra Energy in Q3 2021 and has held it in 15 quarters since.
North Star Asset Management's NextEra Energy position peaked at $596K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.