Permanent Capital Management’s NextEra Energy NEE Stock Holding History

Permanent 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	$685K	Hold	7,810	–	–	0.09%	80
2026 Q1	$764K	Buy	7,810 +102	+1%	+$9.07K	0.12%	62
2025 Q4	$619K	Buy	7,708 +596	+8%	+$49.4K	0.12%	75
2025 Q3	$537K	Buy	+7,112	New	+$520K	0.1%	80
2025 Q1	$504K	Buy	7,112 +1,016	+17%	+$71.7K	0.14%	32
2024 Q4	$437K	Buy	+6,096	New	+$474K	0.14%	32
2024 Q2	$494K	Buy	+7,112	New	+$505K	0.1%	80

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

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

Permanent Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 7,810 shares worth $685K. The position accounts for 0.09% of the portfolio, ranked #80.

Permanent Capital Management first reported a position in NEE in Q2 2024 and has held it in 7 quarters since. The position peaked at $764K in Q1 2026. 3,050 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Permanent Capital Management held 7,810 shares of NextEra Energy worth $685K as of Q2 2026.
Permanent Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.09% of Permanent Capital Management's portfolio in Q2 2026, its #80 holding.
Permanent Capital Management first reported a position in NextEra Energy in Q2 2024 and has held it in 7 quarters since.
Permanent Capital Management's NextEra Energy position peaked at $764K in Q1 2026.
3,050 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.