Sanctuary Advisors’s NextEra Energy NEE Stock Holding History

Sanctuary Advisors’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	$52.4M	Buy	596,968 +9,325	+2%	+$843K	0.24%	85
2026 Q1	$54.6M	Buy	587,643 +8,127	+1%	+$723K	0.3%	67
2025 Q4	$46.5M	Buy	579,516 +21,600	+4%	+$1.79M	0.25%	73
2025 Q3	$42.1M	Buy	557,916 +29,446	+6%	+$2.15M	0.24%	75
2025 Q2	$36.7M	Buy	528,470 +69,391	+15%	+$4.82M	0.23%	88
2025 Q1	$32.5M	Sell	459,079 -1,742	-0.4%	-$123K	0.23%	90
2024 Q4	$32.9M	Sell	460,821 -49,559	-10%	-$3.85M	0.21%	101
2024 Q3	$38.8M	Buy	510,380 +59,175	+13%	+$4.62M	0.25%	79
2024 Q2	$29.8M	Buy	+451,205	New	+$32M	0.22%	93

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's NEE Position: Q2 2026 in Review

Sanctuary Advisors increased its NextEra Energy (NEE) stake by 1.6% in Q2 2026, buying an estimated $843K and bringing the position to 596,968 shares worth $52.4M. The position accounts for 0.24% of the portfolio, ranked #85.

Sanctuary Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $54.6M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sanctuary Advisors held 596,968 shares of NextEra Energy worth $52.4M as of Q2 2026.
Sanctuary Advisors bought 9,325 NextEra Energy shares in Q2 2026, an estimated $843K.
NextEra Energy made up 0.24% of Sanctuary Advisors's portfolio in Q2 2026, its #85 holding.
Sanctuary Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's NextEra Energy position peaked at $54.6M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.