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Phoenix Financial’s NextEra Energy NEE Stock Holding History

Phoenix Financial’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 		$4.49M Sell
51,118
-12,902
-20% -$1.17M 0.03% 146
2026
Q1 		$5.94M Sell
64,020
-8,024
-11% -$713K 0.06% 111
2025
Q4 		$5.69M Sell
72,044
-1,272
-2% -$105K 0.06% 125
2025
Q3 		$5.53M Sell
73,316
-31,868
-30% -$2.33M 0.07% 124
2025
Q2 		$7.31M Sell
105,184
-16,145
-13% -$1.12M 0.1% 109
2025
Q1 		$8.6M Sell
121,329
-7,268
-6% -$513K 0.13% 104
2024
Q4 		$9.22M Sell
128,597
-12,007
-9% -$933K 0.13% 97
2024
Q3 		$11.9M Buy
140,604
+14,336
+11% +$1.12M 0.18% 80
2024
Q2 		$8.97M Buy
126,268
+29,904
+31% +$2.12M 0.14% 89
2024
Q1 		$6.16M Buy
96,364
+32,579
+51% +$1.91M 0.09% 121
2023
Q4 		$4.36M Sell
63,785
-21,583
-25% -$1.23M 0.07% 128
2023
Q3 		$4.89M Buy
85,368
+1,572
+2% +$109K 0.09% 102
2023
Q2 		$6.2M Buy
83,796
+40,084
+92% +$3.03M 0.13% 83
2023
Q1 		$3.37M Buy
43,712
+19,789
+83% +$1.52M 0.08% 113
2022
Q4 		$2M Buy
23,923
+787
+3% +$63.6K 0.04% 138
2022
Q3 		$1.85M Buy
23,136
+203
+0.9% +$17.2K 0.04% 155
2022
Q2 		$1.78M Buy
22,933
+1,150
+5% +$87.6K 0.04% 177
2022
Q1 		$1.84M Buy
+21,783
New +$1.75M 0.03% 202

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 $3.38T AUM 44.17% 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

Phoenix Financial's NEE Position: Q2 2026 in Review

Phoenix Financial reduced its NextEra Energy (NEE) stake by 20% in Q2 2026, selling an estimated $1.17M and leaving 51,118 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #146.

Phoenix Financial first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.9M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Phoenix Financial held 51,118 shares of NextEra Energy worth $4.49M as of Q2 2026.
  • Phoenix Financial sold 12,902 NextEra Energy shares in Q2 2026, an estimated $1.17M.
  • NextEra Energy made up 0.03% of Phoenix Financial's portfolio in Q2 2026, its #146 holding.
  • Phoenix Financial first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Phoenix Financial's NextEra Energy position peaked at $11.9M in Q3 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.