Red Cedar Investment Management’s NextEra Energy NEE Stock Holding History

Red Cedar 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	$4.62M	Hold	52,692	–	–	0.44%	45
2026 Q1	$4.89M	Buy	52,692 +21,350	+68%	+$1.9M	0.51%	40
2025 Q4	$2.52M	Hold	31,342	–	–	0.27%	57
2025 Q3	$2.37M	Hold	31,342	–	–	0.28%	54
2025 Q2	$2.18M	Hold	31,342	–	–	0.27%	53
2025 Q1	$2.22M	Hold	31,342	–	–	0.31%	48
2024 Q4	$2.25M	Hold	31,342	–	–	0.28%	46
2024 Q3	$2.65M	Buy	31,342 +9,771	+45%	+$763K	0.34%	45
2024 Q2	$1.53M	Buy	+21,571	New	+$1.53M	0.21%	53
2023 Q4	–	Sell	-14,698	Closed	-$842K	–	77
2023 Q3	$842K	Sell	14,698 -4,699	-24%	-$325K	0.13%	64
2023 Q2	$1.44M	Hold	19,397	–	–	0.22%	54
2023 Q1	$1.5M	Buy	19,397 +5,771	+42%	+$444K	0.23%	57
2022 Q4	$1.14M	Buy	13,626 +1,121	+9%	+$90.6K	0.18%	52
2022 Q3	$981K	Hold	12,505	–	–	0.17%	53
2022 Q2	$969K	Sell	12,505 -5,259	-30%	-$400K	0.16%	53
2022 Q1	$1.5M	Hold	17,764	–	–	0.21%	43
2021 Q4	$1.66M	Buy	17,764 +767	+5%	+$66.3K	0.2%	48
2021 Q3	$1.33M	Hold	16,997	–	–	0.17%	48
2021 Q2	$1.25M	Sell	16,997 -9,663	-36%	-$725K	0.17%	45
2021 Q1	$2.02M	Sell	26,660 -776	-3%	-$60.6K	0.26%	36
2020 Q4	$2.12M	Hold	27,436	–	–	0.32%	28
2020 Q3	$1.9M	Buy	27,436 +10,436	+61%	+$720K	0.35%	29
2020 Q2	$1.02M	Buy	+17,000	New	+$1.02M	0.24%	34

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

Red Cedar Investment Management's NEE Position: Q2 2026 in Review

Red Cedar Investment Management held its NextEra Energy (NEE) position steady in Q2 2026 at 52,692 shares worth $4.62M. The position accounts for 0.44% of the portfolio, ranked #45.

Red Cedar Investment Management first reported a position in NEE in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.89M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Red Cedar Investment Management held 52,692 shares of NextEra Energy worth $4.62M as of Q2 2026.
Red Cedar Investment Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.44% of Red Cedar Investment Management's portfolio in Q2 2026, its #45 holding.
Red Cedar Investment Management first reported a position in NextEra Energy in Q2 2020 and has held it in 23 quarters since.
Red Cedar Investment Management's NextEra Energy position peaked at $4.89M in Q1 2026.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.