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Rathbones Group’s NextEra Energy NEE Stock Holding History

Rathbones 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 		$59M Buy
672,111
+142,130
+27% +$12.9M 0.22% 87
2026
Q1 		$49.2M Buy
529,981
+152,243
+40% +$13.5M 0.2% 89
2025
Q4 		$30.3M Sell
377,738
-12,830
-3% -$1.06M 0.12% 108
2025
Q3 		$29.5M Sell
390,568
-148,130
-27% -$10.8M 0.12% 113
2025
Q2 		$37.4M Sell
538,698
-171,054
-24% -$11.9M 0.16% 105
2025
Q1 		$50.3M Buy
709,752
+73,964
+12% +$5.22M 0.24% 94
2024
Q4 		$45.6M Buy
635,788
+88,955
+16% +$6.91M 0.22% 98
2024
Q3 		$46.2M Buy
546,833
+11,368
+2% +$887K 0.23% 93
2024
Q2 		$37.9M Buy
535,465
+13,150
+3% +$933K 0.21% 93
2024
Q1 		$33.4M Buy
522,315
+133,548
+34% +$7.82M 0.19% 99
2023
Q4 		$23.6M Buy
388,767
+55,278
+17% +$3.15M 0.15% 111
2023
Q3 		$19.1M Buy
333,489
+27,271
+9% +$1.89M 0.14% 119
2023
Q2 		$22.7M Buy
306,218
+6,367
+2% +$482K 0.21% 99
2023
Q1 		$23.1M Buy
299,851
+34,294
+13% +$2.64M 0.24% 93
2022
Q4 		$22.2M Buy
265,557
+33,523
+14% +$2.71M 0.25% 92
2022
Q3 		$18.2M Sell
232,034
-6,002
-3% -$509K 0.22% 98
2022
Q2 		$18.4M Buy
238,036
+36,669
+18% +$2.79M 0.21% 103
2022
Q1 		$17.1M Buy
201,367
+24,814
+14% +$1.99M 0.17% 108
2021
Q4 		$16.5M Buy
176,553
+8,321
+5% +$719K 0.16% 107
2021
Q3 		$13.2M Buy
168,232
+44,970
+36% +$3.63M 0.14% 112
2021
Q2 		$9.03M Buy
123,262
+24,728
+25% +$1.86M 0.1% 125
2021
Q1 		$7.45M Buy
98,534
+78,064
+381% +$6.09M 0.1% 130
2020
Q4 		$1.58M Buy
20,470
+17,394
+565% +$1.3M 0.02% 201
2020
Q3 		$213K Sell
3,076
-1,084
-26% -$74.8K ﹤0.01% 345
2020
Q2 		$250K Hold
4,160
– – 0.01% 311
2020
Q1 		$250K Buy
+4,160
New +$261K 0.01% 267

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

Rathbones Group's NEE Position: Q2 2026 in Review

Rathbones Group increased its NextEra Energy (NEE) stake by 27% in Q2 2026, buying an estimated $12.9M and bringing the position to 672,111 shares worth $59M. The position accounts for 0.22% of the portfolio, ranked #87.

Rathbones Group first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Rathbones Group held 672,111 shares of NextEra Energy worth $59M as of Q2 2026.
  • Rathbones Group bought 142,130 NextEra Energy shares in Q2 2026, an estimated $12.9M.
  • NextEra Energy made up 0.22% of Rathbones Group's portfolio in Q2 2026, its #87 holding.
  • Rathbones Group first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.