Per Stirling Capital Management’s NextEra Energy NEE Stock Holding History

Per Stirling 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	–	Sell	-4,458	Closed	-$414K	–	347
2026 Q1	$414K	Buy	+4,458	New	+$396K	0.05%	216
2023 Q4	–	Sell	-5,653	Closed	-$324K	–	218
2023 Q3	$324K	Sell	5,653 -42	-0.7%	-$2.91K	0.07%	156
2023 Q2	$423K	Buy	5,695 +17	+0.3%	+$1.29K	0.09%	139
2023 Q1	$438K	Sell	5,678 -329	-5%	-$25.3K	0.09%	122
2022 Q4	$502K	Buy	+6,007	New	+$485K	0.09%	125

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

Per Stirling Capital Management's NEE Position: Q2 2026 in Review

Per Stirling Capital Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 4,458 shares — an estimated $414K sold.

Per Stirling Capital Management first reported a position in NEE in Q4 2022 and held it in 5 quarters. The position peaked at $502K in Q4 2022. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Per Stirling Capital Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Per Stirling Capital Management sold 4,458 NextEra Energy shares in Q2 2026, an estimated $414K.
Per Stirling Capital Management first reported a position in NextEra Energy in Q4 2022 and held it in 5 quarters.
Per Stirling Capital Management's NextEra Energy position peaked at $502K in Q4 2022.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.