RWC Asset Management’s NextEra Energy NEE Stock Holding History

RWC Asset 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	$30M	Sell	341,499 -23,859	-7%	-$2.16M	1.14%	23
2026 Q1	$33.9M	Sell	365,358 -6,867	-2%	-$611K	1.41%	18
2025 Q4	$29.9M	Sell	372,225 -109,573	-23%	-$9.08M	1.47%	19
2025 Q3	$36.4M	Buy	481,798 +102,745	+27%	+$7.51M	1.76%	13
2025 Q2	$26.3M	Buy	379,053 +2,045	+0.5%	+$142K	1.39%	20
2025 Q1	$26.7M	Sell	377,008 -296,309	-44%	-$20.9M	1.38%	20
2024 Q4	$48.3M	Buy	673,317 +510,302	+313%	+$39.6M	2.42%	8
2024 Q3	$13.8M	Buy	+163,015	New	+$12.7M	0.8%	39

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

RWC Asset Management's NEE Position: Q2 2026 in Review

RWC Asset Management reduced its NextEra Energy (NEE) stake by 6.5% in Q2 2026, selling an estimated $2.16M and leaving 341,499 shares worth $30M. The position accounts for 1.14% of the portfolio, ranked #23.

RWC Asset Management first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $48.3M in Q4 2024. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

RWC Asset Management held 341,499 shares of NextEra Energy worth $30M as of Q2 2026.
RWC Asset Management sold 23,859 NextEra Energy shares in Q2 2026, an estimated $2.16M.
NextEra Energy made up 1.14% of RWC Asset Management's portfolio in Q2 2026, its #23 holding.
RWC Asset Management first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
RWC Asset Management's NextEra Energy position peaked at $48.3M in Q4 2024.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.