PYA Waltman Capital’s NextEra Energy NEE Stock Holding History

PYA Waltman Capital’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	$1.89M	Buy	21,495 +5,368	+33%	+$486K	0.45%	40
2026 Q1	$1.5M	Buy	16,127 +100	+0.6%	+$8.89K	0.42%	42
2025 Q4	$1.29M	Buy	16,027 +3,583	+29%	+$297K	0.35%	44
2025 Q3	$939K	Sell	12,444 -3,875	-24%	-$283K	0.25%	50
2025 Q2	$1.13M	Buy	16,319 +2,088	+15%	+$145K	0.33%	49
2025 Q1	$1.01M	Buy	14,231 +240	+2%	+$16.9K	0.32%	51
2024 Q4	$1M	Buy	13,991 +361	+3%	+$28K	0.32%	50
2024 Q3	$1.15M	Buy	13,630 +638	+5%	+$49.8K	0.38%	45
2024 Q2	$920K	Buy	12,992 +816	+7%	+$57.9K	0.34%	49
2024 Q1	$778K	Buy	12,176 +1,143	+10%	+$67K	0.29%	52
2023 Q4	$670K	Buy	11,033 +890	+9%	+$50.7K	0.28%	51
2023 Q3	$581K	Buy	10,143 +3,175	+46%	+$220K	0.25%	52
2023 Q2	$478K	Buy	6,968 +2,204	+46%	+$167K	0.21%	52
2023 Q1	$367K	Buy	4,764 +1,631	+52%	+$125K	0.18%	52
2022 Q4	$262K	Buy	3,133 +579	+23%	+$46.8K	0.14%	53
2022 Q3	$200K	Buy	2,554 +1,548	+154%	+$131K	0.12%	53
2022 Q2	$78K	Buy	1,006 +581	+137%	+$44.2K	0.04%	86
2022 Q1	$36K	Buy	+425	New	+$34.1K	0.02%	113

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

PYA Waltman Capital's NEE Position: Q2 2026 in Review

PYA Waltman Capital increased its NextEra Energy (NEE) stake by 33% in Q2 2026, buying an estimated $486K and bringing the position to 21,495 shares worth $1.89M. The position accounts for 0.45% of the portfolio, ranked #40.

PYA Waltman Capital first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

PYA Waltman Capital held 21,495 shares of NextEra Energy worth $1.89M as of Q2 2026.
PYA Waltman Capital bought 5,368 NextEra Energy shares in Q2 2026, an estimated $486K.
NextEra Energy made up 0.45% of PYA Waltman Capital's portfolio in Q2 2026, its #40 holding.
PYA Waltman Capital first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.