S-Bank Fund Management’s NextEra Energy NEE Stock Holding History

S-Bank Fund 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	$5.25M	Sell	59,820 -27,180	-31%	-$2.46M	0.71%	39
2026 Q1	$8.08M	Hold	87,000	–	–	1.2%	22
2025 Q4	$6.98M	Hold	87,000	–	–	0.91%	30
2025 Q3	$6.57M	Sell	87,000 -3,000	-3%	-$219K	0.87%	31
2025 Q2	$6.25M	Sell	90,000 -14,282	-14%	-$992K	0.92%	28
2025 Q1	$7.39M	Buy	+104,282	New	+$7.36M	1.39%	19

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

S-Bank Fund Management's NEE Position: Q2 2026 in Review

S-Bank Fund Management reduced its NextEra Energy (NEE) stake by 31% in Q2 2026, selling an estimated $2.46M and leaving 59,820 shares worth $5.25M. The position accounts for 0.71% of the portfolio, ranked #39.

S-Bank Fund Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.08M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

S-Bank Fund Management held 59,820 shares of NextEra Energy worth $5.25M as of Q2 2026.
S-Bank Fund Management sold 27,180 NextEra Energy shares in Q2 2026, an estimated $2.46M.
NextEra Energy made up 0.71% of S-Bank Fund Management's portfolio in Q2 2026, its #39 holding.
S-Bank Fund Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
S-Bank Fund Management's NextEra Energy position peaked at $8.08M in Q1 2026.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.