Objective Capital Management’s NextEra Energy NEE Stock Holding History

Objective Capital 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	$206K	Hold	2,349	–	–	0.18%	95
2026 Q1	$218K	Buy	+2,349	New	+$209K	0.22%	87
2025 Q1	–	Sell	-3,707	Closed	-$266K	–	120
2024 Q4	$266K	Buy	3,707 +357	+11%	+$27.7K	0.18%	111
2024 Q3	$283K	Buy	+3,350	New	+$261K	0.17%	117
2024 Q1	$227K	Buy	+3,549	New	+$208K	0.15%	127
2023 Q1	–	Sell	-2,489	Closed	-$208K	–	98
2022 Q4	$208K	Buy	+2,489	New	+$201K	0.21%	90
2022 Q2	–	Sell	-2,369	Closed	-$201K	–	110
2022 Q1	$201K	Sell	2,369 -2	-0.1%	-$160	0.15%	111
2021 Q4	$221K	Buy	+2,371	New	+$205K	0.16%	109

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

Objective Capital Management's NEE Position: Q2 2026 in Review

Objective Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,349 shares worth $206K. The position accounts for 0.18% of the portfolio, ranked #95.

Objective Capital Management first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. The position peaked at $283K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Objective Capital Management held 2,349 shares of NextEra Energy worth $206K as of Q2 2026.
Objective Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.18% of Objective Capital Management's portfolio in Q2 2026, its #95 holding.
Objective Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
Objective Capital Management's NextEra Energy position peaked at $283K in Q3 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.