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Sage Rhino Capital’s NextEra Energy NEE Stock Holding History

Sage Rhino 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 		$292K Buy
3,322
+426
+15% +$38.5K 0.05% 229
2026
Q1 		$269K Buy
2,896
+16
+0.6% +$1.42K 0.05% 211
2025
Q4 		$231K Sell
2,880
-96
-3% -$7.95K 0.04% 238
2025
Q3 		$225K Buy
2,976
+27
+0.9% +$1.97K 0.04% 242
2025
Q2 		$205K Sell
2,949
-57
-2% -$3.96K 0.04% 241
2025
Q1 		$213K Sell
3,006
-72
-2% -$5.08K 0.05% 223
2024
Q4 		$221K Sell
3,078
-31
-1% -$2.41K 0.05% 219
2024
Q3 		$263K Buy
3,109
+18
+0.6% +$1.41K 0.06% 196
2024
Q2 		$219K Buy
+3,091
New +$219K 0.05% 207
2023
Q3 		– Sell
-3,357
Closed -$249K – 231
2023
Q2 		$249K Buy
3,357
+12
+0.4% +$908 0.07% 179
2023
Q1 		$258K Buy
3,345
+193
+6% +$14.8K 0.08% 177
2022
Q4 		$264K Buy
3,152
+105
+3% +$8.48K 0.08% 171
2022
Q3 		$239K Sell
3,047
-11
-0.4% -$933 0.1% 155
2022
Q2 		$237K Buy
3,058
+75
+3% +$5.71K 0.09% 166
2022
Q1 		$253K Buy
2,983
+23
+0.8% +$1.84K 0.08% 182
2021
Q4 		$276K Buy
2,960
+71
+2% +$6.14K 0.08% 171
2021
Q3 		$227K Sell
2,889
-4
-0.1% -$323 0.07% 177
2021
Q2 		$212K Buy
2,893
+81
+3% +$6.08K 0.06% 182
2021
Q1 		$213K Buy
2,812
+23
+0.8% +$1.79K 0.07% 164
2020
Q4 		$215K Buy
+2,789
New +$209K 0.08% 155

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

Sage Rhino Capital's NEE Position: Q2 2026 in Review

Sage Rhino Capital increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,322 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #229.

Sage Rhino Capital first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sage Rhino Capital held 3,322 shares of NextEra Energy worth $292K as of Q2 2026.
  • Sage Rhino Capital bought 426 NextEra Energy shares in Q2 2026, an estimated $38.5K.
  • NextEra Energy made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #229 holding.
  • Sage Rhino Capital first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.