Northcape Wealth Management’s NextEra Energy NEE Stock Holding History

Northcape Wealth 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	$4.42M	Sell	50,399 -573	-1%	-$51.8K	1.16%	27
2026 Q1	$4.73M	Buy	50,972 +337	+0.7%	+$30K	1.29%	19
2025 Q4	$4.06M	Sell	50,635 -1,571	-3%	-$130K	1.15%	27
2025 Q3	$3.94M	Buy	52,206 +504	+1%	+$36.8K	1.15%	26
2025 Q2	$3.59M	Sell	51,702 -323	-0.6%	-$22.4K	1.09%	28
2025 Q1	$3.69M	Sell	52,025 -585	-1%	-$41.3K	1.19%	27
2024 Q4	$3.77M	Sell	52,610 -287	-0.5%	-$22.3K	1.22%	24
2024 Q3	$4.47M	Buy	52,897 +127	+0.2%	+$9.91K	1.46%	18
2024 Q2	$3.74M	Sell	52,770 -114	-0.2%	-$8.09K	1.35%	23
2024 Q1	$3.38M	Buy	52,884 +34,016	+180%	+$1.99M	1.23%	24
2023 Q4	$1.15M	Sell	18,868 -7,820	-29%	-$446K	0.42%	66
2023 Q3	$1.53M	Buy	26,688 +21,645	+429%	+$1.5M	0.59%	58
2023 Q2	$374K	Sell	5,043 -325	-6%	-$24.6K	0.14%	114
2023 Q1	$414K	Buy	5,368 +2,080	+63%	+$160K	0.15%	109
2022 Q4	$275K	Sell	3,288 -2,634	-44%	-$213K	0.15%	67
2022 Q3	$464K	Buy	5,922 +1,836	+45%	+$156K	0.17%	91
2022 Q2	$317K	Sell	4,086 -1,765	-30%	-$134K	0.12%	96
2022 Q1	$496K	Buy	5,851 +3,063	+110%	+$245K	0.14%	101
2021 Q4	$260K	Buy	+2,788	New	+$241K	0.09%	112

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

Northcape Wealth Management's NEE Position: Q2 2026 in Review

Northcape Wealth Management reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $51.8K and leaving 50,399 shares worth $4.42M. The position accounts for 1.16% of the portfolio, ranked #27.

Northcape Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Northcape Wealth Management held 50,399 shares of NextEra Energy worth $4.42M as of Q2 2026.
Northcape Wealth Management sold 573 NextEra Energy shares in Q2 2026, an estimated $51.8K.
NextEra Energy made up 1.16% of Northcape Wealth Management's portfolio in Q2 2026, its #27 holding.
Northcape Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Northcape Wealth Management's NextEra Energy position peaked at $4.73M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.