Sawgrass Asset Management’s NextEra Energy NEE Stock Holding History

Sawgrass 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	$399K	Sell	4,544 -1,087	-19%	-$98.3K	0.05%	135
2026 Q1	$523K	Buy	5,631 +302	+6%	+$26.8K	0.08%	124
2025 Q4	$428K	Hold	5,329	–	–	0.05%	139
2025 Q3	$402K	Buy	5,329 +670	+14%	+$49K	0.05%	146
2025 Q2	$323K	Buy	4,659 +102	+2%	+$7.08K	0.04%	146
2025 Q1	$323K	Sell	4,557 -131	-3%	-$9.25K	0.04%	142
2024 Q4	$336K	Sell	4,688 -1,070	-19%	-$83.1K	0.04%	142
2024 Q3	$487K	Sell	5,758 -12	-0.2%	-$936	0.05%	127
2024 Q2	$409K	Buy	5,770 +973	+20%	+$69K	0.04%	135
2024 Q1	$307K	Hold	4,797	–	–	0.03%	162
2023 Q4	$291K	Buy	+4,797	New	+$273K	0.03%	169

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

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

Sawgrass Asset Management reduced its NextEra Energy (NEE) stake by 19% in Q2 2026, selling an estimated $98.3K and leaving 4,544 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #135.

Sawgrass Asset Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $523K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sawgrass Asset Management held 4,544 shares of NextEra Energy worth $399K as of Q2 2026.
Sawgrass Asset Management sold 1,087 NextEra Energy shares in Q2 2026, an estimated $98.3K.
NextEra Energy made up 0.05% of Sawgrass Asset Management's portfolio in Q2 2026, its #135 holding.
Sawgrass Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Sawgrass Asset Management's NextEra Energy position peaked at $523K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.