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Rakuten Investment Management’s NextEra Energy NEE Stock Holding History

Rakuten 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 		$30.2M Buy
341,078
+33,162
+11% +$3M 0.09% 68
2026
Q1 		$28.3M Buy
307,916
+34,937
+13% +$3.11M 0.06% 62
2025
Q4 		$21.9M Buy
272,979
+253,302
+1,287% +$21M 0.07% 87
2025
Q3 		$8.94M Buy
+19,677
New +$1.44M 0.03% 155
2025
Q1 		$13.2M Buy
+187,957
New +$13.3M 0.06% 87
2024
Q3 		$9.84M Buy
116,415
+28,965
+33% +$2.26M 0.06% 63
2024
Q2 		$6.45M Buy
87,450
+32,279
+59% +$2.29M 0.04% 68
2024
Q1 		$3.53M Buy
55,171
+50,098
+988% +$2.93M 0.03% 78
2023
Q4 		$310K Buy
+5,073
New +$289K ﹤0.01% 78

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 $3.38T AUM 44.17% 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

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

Rakuten Investment Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $3M and bringing the position to 341,078 shares worth $30.2M. The position accounts for 0.09% of the portfolio, ranked #68.

Rakuten Investment Management first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Rakuten Investment Management held 341,078 shares of NextEra Energy worth $30.2M as of Q2 2026.
  • Rakuten Investment Management bought 33,162 NextEra Energy shares in Q2 2026, an estimated $3M.
  • NextEra Energy made up 0.09% of Rakuten Investment Management's portfolio in Q2 2026, its #68 holding.
  • Rakuten Investment Management first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.