Rossmore Private Capital’s NextEra Energy NEE Stock Holding History

Rossmore Private Capital’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	$3.77M	Hold	42,949	–	–	0.3%	71
2026 Q1	$3.99M	Sell	42,949 -127	-0.3%	-$11.3K	0.35%	64
2025 Q4	$3.46M	Buy	43,076 +682	+2%	+$56.5K	0.31%	70
2025 Q3	$3.2M	Sell	42,394 -300	-0.7%	-$21.9K	0.34%	62
2025 Q2	$2.96M	Sell	42,694 -4,848	-10%	-$337K	0.35%	66
2025 Q1	$3.37M	Buy	47,542 +1,238	+3%	+$87.4K	0.41%	55
2024 Q4	$3.32M	Buy	46,304 +8,375	+22%	+$651K	0.41%	52
2024 Q3	$3.21M	Buy	37,929 +650	+2%	+$50.7K	0.4%	55
2024 Q2	$2.64M	Sell	37,279 -469	-1%	-$33.3K	0.35%	61
2024 Q1	$2.41M	Buy	37,748 +5,011	+15%	+$294K	0.32%	67
2023 Q4	$1.99M	Buy	32,737 +682	+2%	+$38.9K	0.28%	74
2023 Q3	$1.84M	Buy	32,055 +270	+0.8%	+$18.7K	0.28%	71
2023 Q2	$2.36M	Hold	31,785	–	–	0.35%	63
2023 Q1	$2.45M	Sell	31,785 -714	-2%	-$54.9K	0.38%	62
2022 Q4	$2.72M	Sell	32,499 -2,125	-6%	-$172K	0.44%	58
2022 Q3	$2.71M	Buy	34,624 +35	+0.1%	+$2.97K	0.49%	50
2022 Q2	$2.68M	Buy	34,589 +612	+2%	+$46.6K	0.46%	54
2022 Q1	$2.88M	Sell	33,977 -101	-0.3%	-$8.09K	0.45%	61
2021 Q4	$3.18M	Buy	34,078 +119	+0.4%	+$10.3K	0.5%	56
2021 Q3	$2.67M	Sell	33,959 -621	-2%	-$50.1K	0.46%	57
2021 Q2	$2.53M	Buy	34,580 +2,986	+9%	+$224K	0.43%	59
2021 Q1	$2.39M	Buy	31,594 +7,984	+34%	+$623K	0.45%	58
2020 Q4	$1.82M	Buy	23,610 +234	+1%	+$17.5K	0.37%	68
2020 Q3	$1.62M	Buy	23,376 +1,068	+5%	+$73.7K	0.38%	67
2020 Q2	$1.34M	Buy	22,308 +5,020	+29%	+$300K	0.37%	65
2020 Q1	$1.04M	Buy	+17,288	New	+$1.09M	0.36%	68
2018 Q1	–	Sell	-824	Closed	-$32.2K	–	299
2017 Q4	$32.2K	Buy	+824	New	+$31.8K	0.03%	203

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

Rossmore Private Capital's NEE Position: Q2 2026 in Review

Rossmore Private Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 42,949 shares worth $3.77M. The position accounts for 0.3% of the portfolio, ranked #71.

Rossmore Private Capital first reported a position in NEE in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.99M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Rossmore Private Capital held 42,949 shares of NextEra Energy worth $3.77M as of Q2 2026.
Rossmore Private Capital left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.3% of Rossmore Private Capital's portfolio in Q2 2026, its #71 holding.
Rossmore Private Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 27 quarters since.
Rossmore Private Capital's NextEra Energy position peaked at $3.99M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.