Satovsky Asset Management’s NextEra Energy NEE Stock Holding History

Satovsky Asset Management’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	$249K	Sell	2,840 -208	-7%	-$18.8K	0.04%	68
2026 Q1	$283K	Buy	3,048 +247	+9%	+$22K	0.05%	56
2025 Q4	$225K	Buy	2,801 +19	+0.7%	+$1.57K	0.04%	68
2025 Q3	$210K	Buy	+2,782	New	+$203K	0.04%	63
2024 Q4	–	Sell	-2,876	Closed	-$243K	–	56
2024 Q3	$243K	Buy	+2,876	New	+$224K	0.05%	47
2021 Q1	–	Sell	-2,900	Closed	-$224K	–	28
2020 Q4	$224K	Buy	+2,900	New	+$217K	0.21%	23

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

Satovsky Asset Management's NEE Position: Q2 2026 in Review

Satovsky Asset Management reduced its NextEra Energy (NEE) stake by 6.8% in Q2 2026, selling an estimated $18.8K and leaving 2,840 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #68.

Satovsky Asset Management first reported a position in NEE in Q4 2020 and has held it in 6 quarters since. The position peaked at $283K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Satovsky Asset Management held 2,840 shares of NextEra Energy worth $249K as of Q2 2026.
Satovsky Asset Management sold 208 NextEra Energy shares in Q2 2026, an estimated $18.8K.
NextEra Energy made up 0.04% of Satovsky Asset Management's portfolio in Q2 2026, its #68 holding.
Satovsky Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 6 quarters since.
Satovsky Asset Management's NextEra Energy position peaked at $283K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.