Sand Hill Global Advisors’s NextEra Energy NEE Stock Holding History

Sand Hill Global 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	$262K	Sell	2,990 -203	-6%	-$18.4K	0.01%	193
2026 Q1	$297K	Buy	3,193 +68	+2%	+$6.04K	0.01%	169
2025 Q4	$251K	Hold	3,125	–	–	0.01%	181
2025 Q3	$236K	Sell	3,125 -2	-0.1%	-$146	0.01%	182
2025 Q2	$217K	Buy	3,127 +168	+6%	+$11.7K	0.01%	191
2025 Q1	$210K	Buy	+2,959	New	+$209K	0.01%	187
2021 Q3	–	Sell	-3,643	Closed	-$267K	–	165
2021 Q2	$267K	Buy	+3,643	New	+$273K	0.02%	133

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

Sand Hill Global Advisors's NEE Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its NextEra Energy (NEE) stake by 6.4% in Q2 2026, selling an estimated $18.4K and leaving 2,990 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #193.

Sand Hill Global Advisors first reported a position in NEE in Q2 2021 and has held it in 7 quarters since. The position peaked at $297K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sand Hill Global Advisors held 2,990 shares of NextEra Energy worth $262K as of Q2 2026.
Sand Hill Global Advisors sold 203 NextEra Energy shares in Q2 2026, an estimated $18.4K.
NextEra Energy made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #193 holding.
Sand Hill Global Advisors first reported a position in NextEra Energy in Q2 2021 and has held it in 7 quarters since.
Sand Hill Global Advisors's NextEra Energy position peaked at $297K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.