Saxon Interests’s NextEra Energy NEE Stock Holding History

Saxon Interests’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	$835K	Buy	9,518 +1,096	+13%	+$99.1K	0.23%	92
2026 Q1	$782K	Buy	8,422 +3,353	+66%	+$298K	0.27%	94
2025 Q4	$407K	Buy	5,069 +305	+6%	+$25.3K	0.14%	141
2025 Q3	$343K	Buy	4,764 +289	+6%	+$21.1K	0.13%	143
2025 Q2	$317K	Hold	4,475	–	–	0.15%	134
2025 Q1	$317K	Buy	4,475 +23	+0.5%	+$1.62K	0.15%	134
2024 Q4	$319K	Buy	4,452 +871	+24%	+$67.7K	0.14%	135
2024 Q3	$303K	Buy	+3,581	New	+$279K	0.14%	139

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 $3.38T AUM 44.17% 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

Saxon Interests's NEE Position: Q2 2026 in Review

Saxon Interests increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $99.1K and bringing the position to 9,518 shares worth $835K. The position accounts for 0.23% of the portfolio, ranked #92.

Saxon Interests first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Saxon Interests held 9,518 shares of NextEra Energy worth $835K as of Q2 2026.
Saxon Interests bought 1,096 NextEra Energy shares in Q2 2026, an estimated $99.1K.
NextEra Energy made up 0.23% of Saxon Interests's portfolio in Q2 2026, its #92 holding.
Saxon Interests first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.