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Sagewood Asset Management’s NextEra Energy NEE Stock Holding History

Sagewood 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 		$365K Buy
4,157
+1,985
+91% +$180K 0.08% 252
2026
Q1 		$202K Buy
+2,172
New +$193K 0.06% 323

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

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

Sagewood Asset Management increased its NextEra Energy (NEE) stake by 91% in Q2 2026, buying an estimated $180K and bringing the position to 4,157 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #252.

Sagewood Asset Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sagewood Asset Management held 4,157 shares of NextEra Energy worth $365K as of Q2 2026.
  • Sagewood Asset Management bought 1,985 NextEra Energy shares in Q2 2026, an estimated $180K.
  • NextEra Energy made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #252 holding.
  • Sagewood Asset Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.