Poehling Capital Management’s NextEra Energy NEE Stock Holding History

Poehling 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	$249K	Buy	2,832 +206	+8%	+$18.6K	0.05%	149
2026 Q1	$244K	Hold	2,626	–	–	0.05%	140
2025 Q4	$211K	Buy	+2,626	New	+$218K	0.04%	136
2025 Q3	–	Sell	-2,626	Closed	-$182K	–	139
2025 Q2	$182K	Buy	+2,626	New	+$182K	0.04%	129
2024 Q4	–	Sell	-2,554	Closed	-$216K	–	139
2024 Q3	$216K	Buy	+2,554	New	+$199K	0.06%	129
2023 Q1	–	Sell	-2,449	Closed	-$205K	–	127
2022 Q4	$205K	Buy	+2,449	New	+$198K	0.08%	111
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	141
2022 Q1	$203K	Hold	2,400	–	–	0.06%	140
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.07%	128
2018 Q3	–	Sell	-300	Closed	-$13K	–	208
2018 Q2	$13K	Hold	300	–	–	0.01%	216
2018 Q1	$12K	Buy	+300	New	+$11.6K	0.01%	224

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

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

Poehling Capital Management increased its NextEra Energy (NEE) stake by 7.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,832 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #149.

Poehling Capital Management first reported a position in NEE in Q1 2018 and has held it in 10 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Poehling Capital Management held 2,832 shares of NextEra Energy worth $249K as of Q2 2026.
Poehling Capital Management bought 206 NextEra Energy shares in Q2 2026, an estimated $18.6K.
NextEra Energy made up 0.05% of Poehling Capital Management's portfolio in Q2 2026, its #149 holding.
Poehling Capital Management first reported a position in NextEra Energy in Q1 2018 and has held it in 10 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.