Private Capital Management (Florida)’s NextEra Energy NEE Stock Holding History

Private Capital Management (Florida)’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	$370K	Hold	4,217	–	–	0.03%	165
2026 Q1	$392K	Sell	4,217 -40	-0.9%	-$3.56K	0.04%	150
2025 Q4	$342K	Buy	+4,257	New	+$353K	0.03%	149
2024 Q3	–	Sell	-8,152	Closed	-$577K	–	146
2024 Q2	$577K	Sell	8,152 -190	-2%	-$13.5K	0.07%	86
2024 Q1	$533K	Sell	8,342 -435	-5%	-$25.5K	0.06%	92
2023 Q4	$533K	Buy	8,777 +496	+6%	+$28.3K	0.06%	98
2023 Q3	$474K	Hold	8,281	–	–	0.06%	103
2023 Q2	$614K	Buy	8,281 +175	+2%	+$13.2K	0.07%	82
2023 Q1	$625K	Sell	8,106 -29	-0.4%	-$2.23K	0.07%	71
2022 Q4	$680K	Hold	8,135	–	–	0.09%	55
2022 Q3	$638K	Sell	8,135 -1,181	-13%	-$100K	0.09%	67
2022 Q2	$722K	Buy	9,316 +1,398	+18%	+$106K	0.11%	60
2022 Q1	$671K	Buy	+7,918	New	+$635K	0.1%	58

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

Private Capital Management (Florida)'s NEE Position: Q2 2026 in Review

Private Capital Management (Florida) held its NextEra Energy (NEE) position steady in Q2 2026 at 4,217 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #165.

Private Capital Management (Florida) first reported a position in NEE in Q1 2022 and has held it in 13 quarters since. The position peaked at $722K in Q2 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Capital Management (Florida) held 4,217 shares of NextEra Energy worth $370K as of Q2 2026.
Private Capital Management (Florida) left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #165 holding.
Private Capital Management (Florida) first reported a position in NextEra Energy in Q1 2022 and has held it in 13 quarters since.
Private Capital Management (Florida)'s NextEra Energy position peaked at $722K in Q2 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.