Portfolio Design Labs’s NextEra Energy NEE Stock Holding History

Portfolio Design Labs’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	$1.01M	Buy	11,511 +56	+0.5%	+$5.07K	0.17%	122
2026 Q1	$1.06M	Sell	11,455 -8,103	-41%	-$720K	0.19%	117
2025 Q4	$1.57M	Buy	19,558 +269	+1%	+$22.3K	0.26%	95
2025 Q3	$1.46M	Buy	+19,289	New	+$1.41M	0.25%	99
2025 Q1	–	Sell	-22,884	Closed	-$1.64M	–	227
2024 Q4	$1.64M	Buy	22,884 +3,105	+16%	+$241K	0.34%	95
2024 Q3	$1.67M	Buy	+19,779	New	+$1.54M	0.47%	78

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

Portfolio Design Labs's NEE Position: Q2 2026 in Review

Portfolio Design Labs increased its NextEra Energy (NEE) stake by 0.49% in Q2 2026, buying an estimated $5.07K and bringing the position to 11,511 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #122.

Portfolio Design Labs first reported a position in NEE in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Portfolio Design Labs held 11,511 shares of NextEra Energy worth $1.01M as of Q2 2026.
Portfolio Design Labs bought 56 NextEra Energy shares in Q2 2026, an estimated $5.07K.
NextEra Energy made up 0.17% of Portfolio Design Labs's portfolio in Q2 2026, its #122 holding.
Portfolio Design Labs first reported a position in NextEra Energy in Q3 2024 and has held it in 6 quarters since.
Portfolio Design Labs's NextEra Energy position peaked at $1.67M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.