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Sachetta’s NextEra Energy NEE Stock Holding History

Sachetta’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 		$176K Buy
2,006
+104
+5% +$9.41K 0.09% 106
2026
Q1 		$177K Sell
1,902
-215
-10% -$19.1K 0.1% 103
2025
Q4 		$170K Sell
2,117
-6,977
-77% -$578K 0.09% 104
2025
Q3 		$687K Sell
9,094
-556
-6% -$40.6K 0.26% 77
2025
Q2 		$670K Sell
9,650
-805
-8% -$55.9K 0.26% 77
2025
Q1 		$741K Sell
10,455
-1,549
-13% -$109K 0.3% 69
2024
Q4 		$861K Sell
12,004
-80
-0.7% -$6.21K 0.34% 64
2024
Q3 		$1.02M Sell
12,084
-150
-1% -$11.7K 0.4% 55
2024
Q2 		$909K Sell
12,234
-555
-4% -$39.4K 0.4% 57
2024
Q1 		$777K Hold
12,789
– – 0.37% 56
2023
Q4 		$777K Buy
+12,789
New +$729K 0.37% 56

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

Sachetta's NEE Position: Q2 2026 in Review

Sachetta increased its NextEra Energy (NEE) stake by 5.5% in Q2 2026, buying an estimated $9.41K and bringing the position to 2,006 shares worth $176K. The position accounts for 0.09% of the portfolio, ranked #106.

Sachetta first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sachetta held 2,006 shares of NextEra Energy worth $176K as of Q2 2026.
  • Sachetta bought 104 NextEra Energy shares in Q2 2026, an estimated $9.41K.
  • NextEra Energy made up 0.09% of Sachetta's portfolio in Q2 2026, its #106 holding.
  • Sachetta first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's NextEra Energy position peaked at $1.02M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.