Principal Securities’s NextEra Energy NEE Stock Holding History

Principal Securities’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	$5.56M	Buy	63,385 +986	+2%	+$89.2K	0.07%	261
2026 Q1	$5.8M	Buy	62,399 +14,738	+31%	+$1.31M	0.09%	225
2025 Q4	$3.83M	Buy	47,661 +2,732	+6%	+$226K	0.06%	305
2025 Q3	$3.39M	Sell	44,929 -3,829	-8%	-$280K	0.06%	307
2025 Q2	$3.38M	Sell	48,758 -9,415	-16%	-$654K	0.06%	280
2025 Q1	$4.17M	Buy	58,173 +21	+0%	+$1.48K	0.09%	214
2024 Q4	$4.17M	Buy	58,152 +6,231	+12%	+$484K	0.09%	212
2024 Q3	$4.39M	Buy	51,921 +6,645	+15%	+$519K	0.11%	184
2024 Q2	$3.21M	Buy	45,276 +2,368	+6%	+$168K	0.09%	215
2024 Q1	$2.74M	Buy	42,908 +3,249	+8%	+$190K	0.09%	223
2023 Q4	$2.41M	Buy	+39,659	New	+$2.26M	0.09%	218

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

Principal Securities's NEE Position: Q2 2026 in Review

Principal Securities increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $89.2K and bringing the position to 63,385 shares worth $5.56M. The position accounts for 0.07% of the portfolio, ranked #261.

Principal Securities first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.8M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Principal Securities held 63,385 shares of NextEra Energy worth $5.56M as of Q2 2026.
Principal Securities bought 986 NextEra Energy shares in Q2 2026, an estimated $89.2K.
NextEra Energy made up 0.07% of Principal Securities's portfolio in Q2 2026, its #261 holding.
Principal Securities first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Principal Securities's NextEra Energy position peaked at $5.8M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.