Sargent Investment Group’s NextEra Energy NEE Stock Holding History

Sargent Investment Group’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	$634K	Buy	7,218 +23	+0.3%	+$2.08K	0.08%	156
2026 Q1	$668K	Buy	7,195 +3,324	+86%	+$296K	0.09%	137
2025 Q4	$311K	Buy	+3,871	New	+$321K	0.04%	204
2025 Q3	–	Sell	-3,812	Closed	-$269K	–	188
2025 Q2	$269K	Buy	3,812 +240	+7%	+$16.7K	0.04%	208
2025 Q1	$253K	Buy	3,572 +233	+7%	+$16.4K	0.04%	202
2024 Q4	$224K	Sell	3,339 -3	-0.1%	-$233	0.04%	213
2024 Q3	$282K	Buy	3,342 +195	+6%	+$15.2K	0.05%	174
2024 Q2	$223K	Buy	+3,147	New	+$223K	0.05%	196

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 $3.37T AUM 44.26% 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

Sargent Investment Group's NEE Position: Q2 2026 in Review

Sargent Investment Group increased its NextEra Energy (NEE) stake by 0.32% in Q2 2026, buying an estimated $2.08K and bringing the position to 7,218 shares worth $634K. The position accounts for 0.08% of the portfolio, ranked #156.

Sargent Investment Group first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $668K in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sargent Investment Group held 7,218 shares of NextEra Energy worth $634K as of Q2 2026.
Sargent Investment Group bought 23 NextEra Energy shares in Q2 2026, an estimated $2.08K.
NextEra Energy made up 0.08% of Sargent Investment Group's portfolio in Q2 2026, its #156 holding.
Sargent Investment Group first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Sargent Investment Group's NextEra Energy position peaked at $668K in Q1 2026.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.