Rogco LP’s NextEra Energy NEE Stock Holding History

Rogco LP’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	$557K	Hold	6,348	–	–	0.17%	84
2026 Q1	$590K	Sell	6,348 -10	-0.2%	-$889	0.2%	74
2025 Q4	$510K	Buy	6,358 +721	+13%	+$59.7K	0.17%	85
2025 Q3	$426K	Buy	5,637 +248	+5%	+$18.1K	0.15%	86
2025 Q2	$374K	Buy	5,389 +770	+17%	+$53.5K	0.14%	92
2025 Q1	$327K	Buy	4,619 +29	+0.6%	+$2.05K	0.13%	92
2024 Q4	$329K	Sell	4,590 -7	-0.2%	-$544	0.13%	88
2024 Q3	$389K	Hold	4,597	–	–	0.15%	89
2024 Q2	$326K	Sell	4,597 -58	-1%	-$4.12K	0.13%	94
2024 Q1	$298K	Buy	4,655 +222	+5%	+$13K	0.12%	97
2023 Q4	$269K	Buy	4,433 +2,564	+137%	+$146K	0.12%	87
2023 Q3	$107K	Buy	+1,869	New	+$129K	0.05%	103

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

Rogco LP's NEE Position: Q2 2026 in Review

Rogco LP held its NextEra Energy (NEE) position steady in Q2 2026 at 6,348 shares worth $557K. The position accounts for 0.17% of the portfolio, ranked #84.

Rogco LP first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $590K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rogco LP held 6,348 shares of NextEra Energy worth $557K as of Q2 2026.
Rogco LP left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.17% of Rogco LP's portfolio in Q2 2026, its #84 holding.
Rogco LP first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Rogco LP's NextEra Energy position peaked at $590K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.