Plato Investment Management’s NextEra Energy NEE Stock Holding History

Plato Investment 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	$194K	Buy	2,226 +56	+3%	+$5.07K	0.01%	407
2026 Q1	$202K	Buy	+2,170	New	+$193K	0.01%	402
2025 Q1	–	Sell	-5,469	Closed	-$393K	–	580
2024 Q4	$393K	Buy	5,469 +4,549	+494%	+$353K	0.03%	361
2024 Q3	$77.7K	Hold	920	–	–	0.01%	439
2024 Q2	$65.1K	Buy	920 +666	+262%	+$47.3K	0.01%	387
2024 Q1	$16.2K	Buy	254 +48	+23%	+$2.81K	﹤0.01%	420
2023 Q4	$12.5K	Buy	+206	New	+$11.7K	0.02%	355

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

Plato Investment Management's NEE Position: Q2 2026 in Review

Plato Investment Management increased its NextEra Energy (NEE) stake by 2.6% in Q2 2026, buying an estimated $5.07K and bringing the position to 2,226 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #407.

Plato Investment Management first reported a position in NEE in Q4 2023 and has held it in 7 quarters since. The position peaked at $393K in Q4 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Plato Investment Management held 2,226 shares of NextEra Energy worth $194K as of Q2 2026.
Plato Investment Management bought 56 NextEra Energy shares in Q2 2026, an estimated $5.07K.
NextEra Energy made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #407 holding.
Plato Investment Management first reported a position in NextEra Energy in Q4 2023 and has held it in 7 quarters since.
Plato Investment Management's NextEra Energy position peaked at $393K in Q4 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.