Patrick M. Sweeney & Associates’s NextEra Energy NEE Stock Holding History

Patrick M. Sweeney & Associates’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	$447K	Buy	5,098 +200	+4%	+$18.1K	0.26%	100
2026 Q1	$455K	Hold	4,898	–	–	0.29%	83
2025 Q4	$393K	Hold	4,898	–	–	0.25%	95
2025 Q3	$370K	Buy	4,898 +100	+2%	+$7.31K	0.24%	100
2025 Q2	$354K	Sell	4,798 -105	-2%	-$7.29K	0.24%	101
2025 Q1	$348K	Hold	4,903	–	–	0.26%	96
2024 Q4	$351K	Sell	4,903 -45	-0.9%	-$3.5K	0.26%	100
2024 Q3	$418K	Buy	4,948 +111	+2%	+$8.66K	0.31%	81
2024 Q2	$342K	Buy	4,837 +490	+11%	+$34.8K	0.28%	91
2024 Q1	$278K	Buy	4,347 +210	+5%	+$12.3K	0.23%	110
2023 Q4	$251K	Buy	+4,137	New	+$236K	0.23%	100

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

Patrick M. Sweeney & Associates's NEE Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its NextEra Energy (NEE) stake by 4.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,098 shares worth $447K. The position accounts for 0.26% of the portfolio, ranked #100.

Patrick M. Sweeney & Associates first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $455K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Patrick M. Sweeney & Associates held 5,098 shares of NextEra Energy worth $447K as of Q2 2026.
Patrick M. Sweeney & Associates bought 200 NextEra Energy shares in Q2 2026, an estimated $18.1K.
NextEra Energy made up 0.26% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #100 holding.
Patrick M. Sweeney & Associates first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's NextEra Energy position peaked at $455K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.