PGIM Custom Harvest’s NextEra Energy NEE Stock Holding History

PGIM Custom Harvest’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	$1.03M	Sell	11,780 -232	-2%	-$21K	0.01%	146
2026 Q1	$1.12M	Buy	12,012 +445	+4%	+$39.6K	0.02%	125
2025 Q4	$929K	Sell	11,567 -252	-2%	-$20.9K	0.01%	130
2025 Q3	$892K	Buy	11,819 +3,943	+50%	+$288K	0.01%	130
2025 Q2	$547K	Sell	7,876 -537	-6%	-$37.3K	0.01%	142
2025 Q1	$596K	Sell	8,413 -432	-5%	-$30.5K	0.01%	139
2024 Q4	$634K	Buy	8,845 +862	+11%	+$67K	0.01%	149
2024 Q3	$675K	Buy	7,983 +4,424	+124%	+$345K	0.01%	141
2024 Q2	$252K	Buy	+3,559	New	+$253K	0.01%	198
2021 Q3	$339K	Buy	3,395 +2,832	+503%	+$228K	0.05%	152
2021 Q2	$41K	Hold	563	–	–	0.01%	209
2021 Q1	$43K	Hold	563	–	–	0.01%	193
2020 Q4	$47K	Buy	+563	New	+$42.1K	0.02%	168

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

PGIM Custom Harvest's NEE Position: Q2 2026 in Review

PGIM Custom Harvest reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $21K and leaving 11,780 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #146.

PGIM Custom Harvest first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PGIM Custom Harvest held 11,780 shares of NextEra Energy worth $1.03M as of Q2 2026.
PGIM Custom Harvest sold 232 NextEra Energy shares in Q2 2026, an estimated $21K.
NextEra Energy made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #146 holding.
PGIM Custom Harvest first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
PGIM Custom Harvest's NextEra Energy position peaked at $1.12M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.