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Ritholtz Wealth Management’s NextEra Energy NEE Stock Holding History

Ritholtz Wealth 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 		$4.18M Sell
47,676
-2,025
-4% -$183K 0.06% 226
2026
Q1 		$4.62M Buy
49,701
+7,011
+16% +$623K 0.08% 180
2025
Q4 		$3.43M Buy
42,690
+5,481
+15% +$454K 0.06% 222
2025
Q3 		$2.81M Buy
37,209
+2,170
+6% +$159K 0.05% 245
2025
Q2 		$2.43M Buy
35,039
+3,255
+10% +$226K 0.05% 245
2025
Q1 		$2.25M Buy
31,784
+818
+3% +$57.7K 0.07% 226
2024
Q4 		$2.22M Buy
30,966
+1,413
+5% +$110K 0.07% 210
2024
Q3 		$2.5M Buy
29,553
+3,126
+12% +$244K 0.08% 184
2024
Q2 		$1.87M Buy
26,427
+6,416
+32% +$455K 0.06% 215
2024
Q1 		$1.28M Sell
20,011
-214
-1% -$12.5K 0.04% 296
2023
Q4 		$1.23M Sell
20,225
-535
-3% -$30.5K 0.05% 264
2023
Q3 		$1.19M Buy
20,760
+7,965
+62% +$551K 0.05% 236
2023
Q2 		$949K Sell
12,795
-317
-2% -$24K 0.04% 286
2023
Q1 		$1.01M Sell
13,112
-3,092
-19% -$238K 0.05% 260
2022
Q4 		$1.35M Sell
16,204
-13,629
-46% -$1.1M 0.08% 182
2022
Q3 		$2.34M Buy
29,833
+14,263
+92% +$1.21M 0.12% 116
2022
Q2 		$1.21M Buy
15,570
+1,552
+11% +$118K 0.08% 154
2022
Q1 		$1.19M Buy
14,018
+1,608
+13% +$129K 0.08% 152
2021
Q4 		$1.16M Buy
12,410
+2,124
+21% +$184K 0.07% 142
2021
Q3 		$808K Buy
10,286
+3,200
+45% +$258K 0.06% 176
2021
Q2 		$519K Buy
7,086
+187
+3% +$14K 0.04% 245
2021
Q1 		$522K Buy
6,899
+1,200
+21% +$93.7K 0.04% 203
2020
Q4 		$440K Buy
5,699
+695
+14% +$52K 0.04% 184
2020
Q3 		$347K Buy
5,004
+500
+11% +$34.5K 0.04% 189
2020
Q2 		$270K Sell
4,504
-1,708
-27% -$102K 0.03% 192
2020
Q1 		$374K Buy
+6,212
New +$390K 0.06% 95

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

Ritholtz Wealth Management's NEE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its NextEra Energy (NEE) stake by 4.1% in Q2 2026, selling an estimated $183K and leaving 47,676 shares worth $4.18M. The position accounts for 0.06% of the portfolio, ranked #226.

Ritholtz Wealth Management first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.62M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ritholtz Wealth Management held 47,676 shares of NextEra Energy worth $4.18M as of Q2 2026.
  • Ritholtz Wealth Management sold 2,025 NextEra Energy shares in Q2 2026, an estimated $183K.
  • NextEra Energy made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Ritholtz Wealth Management first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's NextEra Energy position peaked at $4.62M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.