Private Management Group’s NextEra Energy NEE Stock Holding History

Private Management Group’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	$408K	Sell	4,647 -213	-4%	-$19.3K	0.01%	257
2026 Q1	$451K	Buy	4,860 +10	+0.2%	+$889	0.01%	242
2025 Q4	$389K	Hold	4,850	–	–	0.01%	247
2025 Q3	$366K	Sell	4,850 -589	-11%	-$43K	0.01%	239
2025 Q2	$378K	Buy	5,439 +363	+7%	+$25.2K	0.01%	221
2025 Q1	$360K	Hold	5,076	–	–	0.01%	176
2024 Q4	$364K	Hold	5,076	–	–	0.01%	173
2024 Q3	$429K	Hold	5,076	–	–	0.02%	167
2024 Q2	$359K	Buy	5,076 +1,779	+54%	+$126K	0.01%	172
2024 Q1	$211K	Sell	3,297 -17	-0.5%	-$996	0.01%	198
2023 Q4	$201K	Sell	3,314 -253	-7%	-$14.4K	0.01%	199
2023 Q3	$204K	Buy	3,567 +545	+18%	+$37.7K	0.01%	181
2023 Q2	$224K	Buy	3,022 +328	+12%	+$24.8K	0.01%	179
2023 Q1	$208K	Buy	2,694 +76	+3%	+$5.84K	0.01%	177
2022 Q4	$219K	Hold	2,618	–	–	0.01%	173
2022 Q3	$205K	Buy	2,618 +20	+0.8%	+$1.7K	0.01%	170
2022 Q2	$201K	Buy	2,598 +30	+1%	+$2.28K	0.01%	169
2022 Q1	$218K	Hold	2,568	–	–	0.01%	149
2021 Q4	$240K	Hold	2,568	–	–	0.01%	148
2021 Q3	$202K	Buy	+2,568	New	+$207K	0.01%	142
2019 Q4	–	Sell	-3,968	Closed	-$231K	–	133
2019 Q3	$231K	Hold	3,968	–	–	0.01%	120
2019 Q2	$203K	Buy	+3,968	New	+$195K	0.01%	125

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 Management Group's NEE Position: Q2 2026 in Review

Private Management Group reduced its NextEra Energy (NEE) stake by 4.4% in Q2 2026, selling an estimated $19.3K and leaving 4,647 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #257.

Private Management Group first reported a position in NEE in Q2 2019 and has held it in 22 quarters since. The position peaked at $451K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Management Group held 4,647 shares of NextEra Energy worth $408K as of Q2 2026.
Private Management Group sold 213 NextEra Energy shares in Q2 2026, an estimated $19.3K.
NextEra Energy made up 0.01% of Private Management Group's portfolio in Q2 2026, its #257 holding.
Private Management Group first reported a position in NextEra Energy in Q2 2019 and has held it in 22 quarters since.
Private Management Group's NextEra Energy position peaked at $451K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.