RBO & Co’s NextEra Energy NEE Stock Holding History

RBO & Co’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	$553K	Sell	6,300 -900	-13%	-$81.4K	0.09%	48
2026 Q1	$669K	Hold	7,200	–	–	0.11%	46
2025 Q4	$578K	Hold	7,200	–	–	0.09%	46
2025 Q3	$544K	Hold	7,200	–	–	0.09%	48
2025 Q2	$500K	Hold	7,200	–	–	0.08%	49
2025 Q1	$510K	Hold	7,200	–	–	0.08%	48
2024 Q4	$516K	Hold	7,200	–	–	0.08%	47
2024 Q3	$609K	Hold	7,200	–	–	0.1%	45
2024 Q2	$510K	Hold	7,200	–	–	0.09%	45
2024 Q1	$460K	Hold	7,200	–	–	0.08%	50
2023 Q4	$437K	Hold	7,200	–	–	0.08%	51
2023 Q3	$412K	Hold	7,200	–	–	0.07%	48
2023 Q2	$534K	Hold	7,200	–	–	0.09%	43
2023 Q1	$555K	Hold	7,200	–	–	0.1%	41
2022 Q4	$602K	Hold	7,200	–	–	0.11%	39
2022 Q3	$565K	Hold	7,200	–	–	0.11%	42
2022 Q2	$558K	Hold	7,200	–	–	0.1%	44
2022 Q1	$610K	Hold	7,200	–	–	0.1%	45
2021 Q4	$672K	Hold	7,200	–	–	0.11%	45
2021 Q3	$565K	Hold	7,200	–	–	0.1%	47
2021 Q2	$528K	Hold	7,200	–	–	0.09%	46
2021 Q1	$544K	Hold	7,200	–	–	0.1%	46
2020 Q4	$555K	Hold	7,200	–	–	0.11%	40
2020 Q3	$500K	Buy	+7,200	New	+$497K	0.11%	40

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

RBO & Co's NEE Position: Q2 2026 in Review

RBO & Co reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $81.4K and leaving 6,300 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #48.

RBO & Co first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $672K in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

RBO & Co held 6,300 shares of NextEra Energy worth $553K as of Q2 2026.
RBO & Co sold 900 NextEra Energy shares in Q2 2026, an estimated $81.4K.
NextEra Energy made up 0.09% of RBO & Co's portfolio in Q2 2026, its #48 holding.
RBO & Co first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
RBO & Co's NextEra Energy position peaked at $672K in Q4 2021.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RBO & Co's 13F filing for Q2 2026, filed 13 Aug 2026.