Sather Financial Group’s NextEra Energy NEE Stock Holding History

Sather Financial 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	$483K	Hold	5,506	–	–	0.03%	68
2026 Q1	$511K	Hold	5,506	–	–	0.03%	60
2025 Q4	$442K	Buy	5,506 +144	+3%	+$11.9K	0.02%	65
2025 Q3	$405K	Buy	5,362 +62	+1%	+$4.53K	0.02%	68
2025 Q2	$368K	Hold	5,300	–	–	0.02%	76
2025 Q1	$376K	Hold	5,300	–	–	0.02%	65
2024 Q4	$380K	Hold	5,300	–	–	0.02%	63
2024 Q3	$448K	Hold	5,300	–	–	0.03%	57
2024 Q2	$375K	Hold	5,300	–	–	0.03%	62
2024 Q1	$339K	Hold	5,300	–	–	0.02%	76
2023 Q4	$322K	Hold	5,300	–	–	0.02%	70
2023 Q3	$304K	Sell	5,300 -13,996	-73%	-$969K	0.03%	74
2023 Q2	$1.43M	Sell	19,296 -5	-0%	-$379	0.11%	43
2023 Q1	$1.49M	Hold	19,301	–	–	0.13%	43
2022 Q4	$1.61M	Buy	19,301 +13,661	+242%	+$1.1M	0.13%	49
2022 Q3	$442K	Buy	5,640 +21	+0.4%	+$1.78K	0.05%	52
2022 Q2	$435K	Buy	5,619 +314	+6%	+$23.9K	0.05%	54
2022 Q1	$449K	Buy	+5,305	New	+$425K	0.04%	58

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

Sather Financial Group's NEE Position: Q2 2026 in Review

Sather Financial Group held its NextEra Energy (NEE) position steady in Q2 2026 at 5,506 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #68.

Sather Financial Group first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.61M in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sather Financial Group held 5,506 shares of NextEra Energy worth $483K as of Q2 2026.
Sather Financial Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Sather Financial Group's portfolio in Q2 2026, its #68 holding.
Sather Financial Group first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
Sather Financial Group's NextEra Energy position peaked at $1.61M in Q4 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.