Notis-McConarty Edward’s NextEra Energy NEE Stock Holding History

Notis-McConarty Edward’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	$2.4M	Buy	27,388 +9,245	+51%	+$836K	1.04%	32
2026 Q1	$1.69M	Buy	18,143 +6,225	+52%	+$553K	0.84%	33
2025 Q4	$957K	Buy	11,918 +200	+2%	+$16.6K	0.44%	45
2025 Q3	$885K	Hold	11,718	–	–	0.41%	46
2025 Q2	$813K	Hold	11,718	–	–	0.4%	48
2025 Q1	$831K	Buy	11,718 +1,440	+14%	+$102K	0.43%	44
2024 Q4	$737K	Buy	10,278 +334	+3%	+$25.9K	0.36%	50
2024 Q3	$841K	Sell	9,944 -8,402	-46%	-$656K	0.38%	48
2024 Q2	$1.3M	Hold	18,346	–	–	0.51%	46
2024 Q1	$1.17M	Buy	18,346 +650	+4%	+$38.1K	0.46%	48
2023 Q4	$1.07M	Hold	17,696	–	–	0.43%	51
2023 Q3	$1.01M	Hold	17,696	–	–	0.41%	52
2023 Q2	$1.31M	Hold	17,696	–	–	0.5%	51
2023 Q1	$1.36M	Hold	17,696	–	–	0.54%	47
2022 Q4	$1.48M	Sell	17,696 -607	-3%	-$49K	0.62%	45
2022 Q3	$1.44M	Sell	18,303 -532	-3%	-$45.1K	0.64%	46
2022 Q2	$1.46M	Hold	18,835	–	–	0.61%	50
2022 Q1	$1.6M	Hold	18,835	–	–	0.57%	49
2021 Q4	$1.76M	Hold	18,835	–	–	0.59%	49
2021 Q3	$1.48M	Buy	18,835 +75	+0.4%	+$6.05K	0.54%	52
2021 Q2	$1.38M	Hold	18,760	–	–	0.51%	58
2021 Q1	$1.42M	Hold	18,760	–	–	0.55%	54
2020 Q4	$1.45M	Hold	18,760	–	–	0.59%	50
2020 Q3	$1.3M	Hold	18,760	–	–	0.57%	52
2020 Q2	$1.13M	Sell	18,760 -440	-2%	-$26.3K	0.53%	55
2020 Q1	$1.16M	Sell	19,200 -100	-0.5%	-$6.29K	0.64%	51
2019 Q4	$1.17M	Sell	19,300 -100	-0.5%	-$5.84K	0.52%	55
2019 Q3	$1.13M	Sell	19,400 -200	-1%	-$10.8K	0.53%	53
2019 Q2	$1M	Sell	19,600 -200	-1%	-$9.84K	0.47%	56
2019 Q1	$957K	Sell	19,800 -200	-1%	-$9.14K	0.46%	60
2018 Q4	$869K	Buy	20,000 +10,700	+115%	+$468K	0.48%	55
2018 Q3	$389K	Hold	9,300	–	–	0.21%	76
2018 Q2	$388K	Sell	9,300 -2,100	-18%	-$84.8K	0.23%	73
2018 Q1	$465K	Hold	11,400	–	–	0.28%	70
2017 Q4	$445K	Sell	11,400 -100	-0.9%	-$3.86K	0.26%	71
2017 Q3	$421K	Sell	11,500 -100	-0.9%	-$3.66K	0.26%	71
2017 Q2	$406K	Buy	11,600 +1,600	+16%	+$54.7K	0.26%	74
2017 Q1	$321K	Hold	10,000	–	–	0.21%	79
2016 Q4	$299K	Hold	10,000	–	–	0.21%	82
2016 Q3	$306K	Sell	10,000 -2,000	-17%	-$63K	0.21%	80
2016 Q2	$391K	Hold	12,000	–	–	0.27%	76
2016 Q1	$355K	Hold	12,000	–	–	0.25%	79
2015 Q4	$312K	Hold	12,000	–	–	0.22%	84
2015 Q3	$293K	Sell	12,000 -4,000	-25%	-$102K	0.22%	84
2015 Q2	$392K	Hold	16,000	–	–	0.27%	80
2015 Q1	$416K	Hold	16,000	–	–	0.29%	78
2014 Q4	$425K	Hold	16,000	–	–	0.29%	77
2014 Q3	$376K	Buy	+16,000	New	+$386K	0.26%	81

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

Notis-McConarty Edward's NEE Position: Q2 2026 in Review

Notis-McConarty Edward increased its NextEra Energy (NEE) stake by 51% in Q2 2026, buying an estimated $836K and bringing the position to 27,388 shares worth $2.4M. The position accounts for 1.04% of the portfolio, ranked #32.

Notis-McConarty Edward first reported a position in NEE in Q3 2014 and has held it in 48 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Notis-McConarty Edward held 27,388 shares of NextEra Energy worth $2.4M as of Q2 2026.
Notis-McConarty Edward bought 9,245 NextEra Energy shares in Q2 2026, an estimated $836K.
NextEra Energy made up 1.04% of Notis-McConarty Edward's portfolio in Q2 2026, its #32 holding.
Notis-McConarty Edward first reported a position in NextEra Energy in Q3 2014 and has held it in 48 quarters since.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.