Sava Infond’s NextEra Energy NEE Stock Holding History

Sava Infond’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	$5.09M	Buy	57,940 +28,970	+100%	+$2.62M	0.36%	54
2026 Q1	$2.69M	Buy	28,970 +4,000	+16%	+$356K	0.38%	63
2025 Q4	$2M	Buy	24,970 +2,700	+12%	+$224K	0.27%	70
2025 Q3	$1.68M	Hold	22,270	–	–	0.24%	76
2025 Q2	$1.55M	Sell	22,270 -1,350	-6%	-$93.8K	0.24%	77
2025 Q1	$1.67M	Hold	23,620	–	–	0.32%	67
2024 Q4	$1.69M	Buy	+23,620	New	+$1.83M	0.3%	68

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

Sava Infond's NEE Position: Q2 2026 in Review

Sava Infond increased its NextEra Energy (NEE) stake by 100% in Q2 2026, buying an estimated $2.62M and bringing the position to 57,940 shares worth $5.09M. The position accounts for 0.36% of the portfolio, ranked #54.

Sava Infond first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sava Infond held 57,940 shares of NextEra Energy worth $5.09M as of Q2 2026.
Sava Infond bought 28,970 NextEra Energy shares in Q2 2026, an estimated $2.62M.
NextEra Energy made up 0.36% of Sava Infond's portfolio in Q2 2026, its #54 holding.
Sava Infond first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.