Sanders Morris Harris’s NextEra Energy NEE Stock Holding History

Sanders Morris Harris’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	$313K	Sell	3,570 -1,840	-34%	-$166K	0.18%	50
2026 Q1	$502K	Buy	+5,410	New	+$481K	0.08%	182
2025 Q4	–	Sell	-5,410	Closed	-$408K	–	208
2025 Q3	$408K	Hold	5,410	–	–	0.05%	191
2025 Q2	$376K	Hold	5,410	–	–	0.09%	86
2025 Q1	$384K	Hold	5,410	–	–	0.06%	181
2024 Q4	$390K	Hold	5,410	–	–	0.06%	189
2024 Q3	$457K	Sell	5,410 -8	-0.1%	-$624	0.08%	168
2024 Q2	$384K	Hold	5,418	–	–	0.06%	188
2024 Q1	$346K	Buy	+5,418	New	+$317K	0.06%	194
2023 Q4	–	Sell	-5,218	Closed	-$299K	–	216
2023 Q3	$299K	Buy	5,218 +600	+13%	+$41.5K	0.06%	191
2023 Q2	$343K	Hold	4,618	–	–	0.08%	180
2023 Q1	$356K	Hold	4,618	–	–	0.12%	80
2022 Q4	$386K	Hold	4,618	–	–	0.15%	136
2022 Q3	$362K	Hold	4,618	–	–	0.09%	170
2022 Q2	$358K	Hold	4,618	–	–	0.08%	183
2022 Q1	$391K	Buy	4,618 +350	+8%	+$28.1K	0.08%	197
2021 Q4	$399K	Hold	4,268	–	–	0.07%	199
2021 Q3	$335K	Hold	4,268	–	–	0.06%	227
2021 Q2	$313K	Hold	4,268	–	–	0.06%	238
2021 Q1	$323K	Hold	4,268	–	–	0.07%	215
2020 Q4	$329K	Hold	4,268	–	–	0.07%	214
2020 Q3	$296K	Hold	4,268	–	–	0.08%	205
2020 Q2	$256K	Buy	+4,268	New	+$255K	0.12%	92

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Sanders Morris Harris's NEE Position: Q2 2026 in Review

Sanders Morris Harris reduced its NextEra Energy (NEE) stake by 34% in Q2 2026, selling an estimated $166K and leaving 3,570 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #50.

Sanders Morris Harris first reported a position in NEE in Q2 2020 and has held it in 23 quarters since. The position peaked at $502K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sanders Morris Harris held 3,570 shares of NextEra Energy worth $313K as of Q2 2026.
Sanders Morris Harris sold 1,840 NextEra Energy shares in Q2 2026, an estimated $166K.
NextEra Energy made up 0.18% of Sanders Morris Harris's portfolio in Q2 2026, its #50 holding.
Sanders Morris Harris first reported a position in NextEra Energy in Q2 2020 and has held it in 23 quarters since.
Sanders Morris Harris's NextEra Energy position peaked at $502K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.