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Riverwater Partners’s NextEra Energy NEE Stock Holding History

Riverwater Partners’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 		$747K Buy
8,510
+56
+0.7% +$5.07K 0.22% 110
2026
Q1 		$785K Buy
8,454
+63
+0.8% +$5.6K 0.26% 103
2025
Q4 		$674K Buy
8,391
+26
+0.3% +$2.15K 0.26% 106
2025
Q3 		$631K Sell
8,365
-647
-7% -$47.3K 0.26% 106
2025
Q2 		$626K Buy
9,012
+257
+3% +$17.9K 0.29% 95
2025
Q1 		$621K Buy
8,755
+6
+0.1% +$424 0.32% 84
2024
Q4 		$627K Buy
8,749
+16
+0.2% +$1.24K 0.31% 88
2024
Q3 		$746K Sell
8,733
-25
-0.3% -$1.95K 0.37% 78
2024
Q2 		$620K Sell
8,758
-39
-0.4% -$2.77K 0.46% 61
2024
Q1 		$562K Buy
+8,797
New +$515K 0.41% 68
2023
Q3 		– Sell
-2,697
Closed -$200K – 206
2023
Q2 		$200K Sell
2,697
-65
-2% -$4.92K 0.18% 177
2023
Q1 		$213K Buy
2,762
+87
+3% +$6.69K 0.2% 168
2022
Q4 		$224K Hold
2,675
– – 0.19% 175
2022
Q3 		$210K Sell
2,675
-3
-0.1% -$255 0.21% 166
2022
Q2 		$207K Buy
+2,678
New +$204K 0.21% 182
2022
Q1 		– Sell
-2,535
Closed -$237K – 174
2021
Q4 		$237K Buy
+2,535
New +$219K 0.21% 183

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

Riverwater Partners's NEE Position: Q2 2026 in Review

Riverwater Partners increased its NextEra Energy (NEE) stake by 0.66% in Q2 2026, buying an estimated $5.07K and bringing the position to 8,510 shares worth $747K. The position accounts for 0.22% of the portfolio, ranked #110.

Riverwater Partners first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. The position peaked at $785K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Riverwater Partners held 8,510 shares of NextEra Energy worth $747K as of Q2 2026.
  • Riverwater Partners bought 56 NextEra Energy shares in Q2 2026, an estimated $5.07K.
  • NextEra Energy made up 0.22% of Riverwater Partners's portfolio in Q2 2026, its #110 holding.
  • Riverwater Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
  • Riverwater Partners's NextEra Energy position peaked at $785K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.