Osaic Holdings
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Osaic Holdings’s NextEra Energy NEE Stock Holding History

Osaic Holdings’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 		$98.3M Buy
1,119,907
+24,518
+2% +$2.22M 0.12% 182
2026
Q1 		$102M Buy
1,095,389
+114,077
+12% +$10.1M 0.15% 138
2025
Q4 		$78.8M Buy
981,312
+27,089
+3% +$2.24M 0.12% 175
2025
Q3 		$71.2M Buy
954,223
+207,115
+28% +$15.1M 0.1% 201
2025
Q2 		$52.1M Buy
747,108
+211,946
+40% +$14.7M 0.09% 209
2025
Q1 		$38M Sell
535,162
-113,292
-17% -$8M 0.08% 243
2024
Q4 		$44.5M Sell
648,454
-25,126
-4% -$1.95M 0.1% 201
2024
Q3 		$57M Buy
673,580
+4,213
+0.6% +$329K 0.13% 152
2024
Q2 		$47.4M Sell
669,367
-13,793
-2% -$979K 0.11% 179
2024
Q1 		$43.7M Sell
683,160
-342,943
-33% -$20.1M 0.1% 204
2023
Q4 		$62.4M Sell
1,026,103
-261,539
-20% -$14.9M 0.11% 184
2023
Q3 		$73.8M Buy
1,287,642
+325,531
+34% +$22.5M 0.11% 174
2023
Q2 		$71.2M Buy
962,111
+3,570
+0.4% +$270K 0.13% 152
2023
Q1 		$74M Sell
958,541
-33,444
-3% -$2.57M 0.14% 146
2022
Q4 		$83M Buy
991,985
+65,151
+7% +$5.26M 0.17% 128
2022
Q3 		$72.7M Buy
926,834
+34,285
+4% +$2.91M 0.17% 126
2022
Q2 		$69.4M Buy
892,549
+32,561
+4% +$2.48M 0.15% 136
2022
Q1 		$66.7M Sell
859,988
-1,136
-0.1% -$91K 0.13% 155
2021
Q4 		$80.3M Buy
861,124
+66,945
+8% +$5.79M 0.15% 131
2021
Q3 		$62.4M Buy
794,179
+16,369
+2% +$1.32M 0.13% 159
2021
Q2 		$57.1M Buy
777,810
+12,663
+2% +$950K 0.12% 176
2021
Q1 		$57.9M Buy
765,147
+51,254
+7% +$4M 0.14% 156
2020
Q4 		$55.1M Buy
713,893
+1,001
+0.1% +$74.9K 0.15% 150
2020
Q3 		$48.8M Buy
712,892
+18,464
+3% +$1.27M 0.15% 151
2020
Q2 		$41.7M Buy
694,428
+1,560
+0.2% +$93.4K 0.14% 152
2020
Q1 		$41.6M Buy
+692,868
New +$43.6M 0.17% 126

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings's NEE Position: Q2 2026 in Review

Osaic Holdings increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $2.22M and bringing the position to 1,119,907 shares worth $98.3M. The position accounts for 0.12% of the portfolio, ranked #182.

Osaic Holdings first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $102M in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Osaic Holdings held 1,119,907 shares of NextEra Energy worth $98.3M as of Q2 2026.
  • Osaic Holdings bought 24,518 NextEra Energy shares in Q2 2026, an estimated $2.22M.
  • NextEra Energy made up 0.12% of Osaic Holdings's portfolio in Q2 2026, its #182 holding.
  • Osaic Holdings first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's NextEra Energy position peaked at $102M in Q1 2026.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.