NorthStar Asset Management (New Jersey)’s NextEra Energy NEE Stock Holding History

NorthStar Asset Management (New Jersey)’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	$244K	Buy	2,784 +114	+4%	+$10.3K	0.1%	88
2026 Q1	$248K	Sell	2,670 -53	-2%	-$4.71K	0.12%	84
2025 Q4	$219K	Buy	2,723 +11	+0.4%	+$911	0.1%	100
2025 Q3	$205K	Buy	+2,712	New	+$198K	0.1%	96

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

NorthStar Asset Management (New Jersey)'s NEE Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,784 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #88.

NorthStar Asset Management (New Jersey) first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

NorthStar Asset Management (New Jersey) held 2,784 shares of NextEra Energy worth $244K as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 114 NextEra Energy shares in Q2 2026, an estimated $10.3K.
NextEra Energy made up 0.1% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #88 holding.
NorthStar Asset Management (New Jersey) first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
NorthStar Asset Management (New Jersey)'s NextEra Energy position peaked at $248K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.