PKO Investment Management Joint-Stock’s NextEra Energy NEE Stock Holding History

PKO Investment Management Joint-Stock’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
2025 Q2	–	Sell	-12,660	Closed	-$897K	–	181
2025 Q1	$897K	Buy	+12,660	New	+$894K	0.1%	129
2024 Q2	–	Sell	-29,599	Closed	-$1.9M	–	170
2024 Q1	$1.9M	Buy	+29,599	New	+$1.73M	0.23%	83

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PKO Investment Management Joint-Stock's NEE Position: Q2 2025 in Review

PKO Investment Management Joint-Stock sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 12,660 shares — an estimated $897K sold.

PKO Investment Management Joint-Stock first reported a position in NEE in Q1 2024 and held it in 2 quarters. The position peaked at $1.9M in Q1 2024. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

PKO Investment Management Joint-Stock reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 12,660 NextEra Energy shares in Q2 2025, an estimated $897K.
PKO Investment Management Joint-Stock first reported a position in NextEra Energy in Q1 2024 and held it in 2 quarters.
PKO Investment Management Joint-Stock's NextEra Energy position peaked at $1.9M in Q1 2024.
2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2025, filed 31 Jul 2025.