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Quest Investment Management’s NextEra Energy NEE Stock Holding History

Quest Investment Management’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 		$729K Sell
8,308
-2,411
-22% -$218K 0.09% 84
2026
Q1 		$996K Sell
10,719
-594
-5% -$52.8K 0.12% 77
2025
Q4 		$908K Sell
11,313
-1,029
-8% -$85.2K 0.1% 77
2025
Q3 		$932K Sell
12,342
-601
-5% -$43.9K 0.1% 80
2025
Q2 		$898K Buy
+12,943
New +$899K 0.1% 83

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

Quest Investment Management's NEE Position: Q2 2026 in Review

Quest Investment Management reduced its NextEra Energy (NEE) stake by 22% in Q2 2026, selling an estimated $218K and leaving 8,308 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #84.

Quest Investment Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $996K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Quest Investment Management held 8,308 shares of NextEra Energy worth $729K as of Q2 2026.
  • Quest Investment Management sold 2,411 NextEra Energy shares in Q2 2026, an estimated $218K.
  • NextEra Energy made up 0.09% of Quest Investment Management's portfolio in Q2 2026, its #84 holding.
  • Quest Investment Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Quest Investment Management's NextEra Energy position peaked at $996K in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.