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Prudent Man Advisors’s NextEra Energy NEE Stock Holding History

Prudent Man Advisors’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 		$967K Buy
11,012
+1,126
+11% +$102K 0.22% 86
2026
Q1 		$918K Buy
9,886
+1,540
+18% +$137K 0.28% 79
2025
Q4 		$670K Sell
8,346
-13,330
-61% -$1.1M 0.24% 82
2025
Q3 		$1.64M Sell
21,676
-6,939
-24% -$507K 0.6% 35
2025
Q2 		$1.99M Buy
28,615
+4,234
+17% +$294K 0.63% 30
2025
Q1 		$1.73M Buy
24,381
+1,031
+4% +$72.8K 0.63% 29
2024
Q4 		$1.67M Sell
23,350
-1,579
-6% -$123K 0.61% 27
2024
Q3 		$2.11M Buy
24,929
+515
+2% +$40.2K 0.7% 23
2024
Q2 		$1.73M Buy
24,414
+980
+4% +$69.5K 0.61% 29
2024
Q1 		$1.5M Sell
23,434
-667
-3% -$39.1K 0.56% 33
2023
Q4 		$1.46M Buy
24,101
+3,574
+17% +$204K 0.55% 32
2023
Q3 		$1.18M Sell
20,527
-193
-0.9% -$13.4K 0.47% 43
2023
Q2 		$1.54M Sell
20,720
-245
-1% -$18.5K 0.58% 31
2023
Q1 		$1.62M Sell
20,965
-307
-1% -$23.6K 0.63% 24
2022
Q4 		$1.78M Buy
21,272
+2,272
+12% +$184K 0.72% 23
2022
Q3 		$1.49M Buy
19,000
+218
+1% +$18.5K 0.71% 20
2022
Q2 		$1.46M Sell
18,782
-225
-1% -$17.1K 0.68% 21
2022
Q1 		$1.61M Sell
19,007
-587
-3% -$47K 0.65% 24
2021
Q4 		$1.83M Sell
19,594
-1,876
-9% -$162K 0.7% 25
2021
Q3 		$1.69M Sell
21,470
-106
-0.5% -$8.55K 0.64% 28
2021
Q2 		$1.58M Buy
21,576
+401
+2% +$30.1K 0.61% 31
2021
Q1 		$1.6M Buy
21,175
+757
+4% +$59.1K 0.67% 26
2020
Q4 		$1.57M Sell
20,418
-254
-1% -$19K 0.66% 25
2020
Q3 		$1.43M Sell
20,672
-2,676
-11% -$185K 0.76% 22
2020
Q2 		$1.4M Buy
+23,348
New +$1.4M 1.24% 14

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudent Man Advisors's NEE Position: Q2 2026 in Review

Prudent Man Advisors increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 11,012 shares worth $967K. The position accounts for 0.22% of the portfolio, ranked #86.

Prudent Man Advisors first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Prudent Man Advisors held 11,012 shares of NextEra Energy worth $967K as of Q2 2026.
  • Prudent Man Advisors bought 1,126 NextEra Energy shares in Q2 2026, an estimated $102K.
  • NextEra Energy made up 0.22% of Prudent Man Advisors's portfolio in Q2 2026, its #86 holding.
  • Prudent Man Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's NextEra Energy position peaked at $2.11M in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.