SCS Capital Management’s NextEra Energy NEE Stock Holding History

SCS Capital 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	$1.13M	Sell	12,917 -62	-0.5%	-$5.61K	0.01%	274
2026 Q1	$1.21M	Sell	12,979 -2,631	-17%	-$234K	0.01%	255
2025 Q4	$1.25M	Buy	15,610 +572	+4%	+$47.4K	0.01%	259
2025 Q3	$1.14M	Sell	15,038 -1,693	-10%	-$124K	0.01%	271
2025 Q2	$1.16M	Sell	16,731 -1,946	-10%	-$135K	0.01%	273
2025 Q1	$1.32M	Buy	+18,677	New	+$1.32M	0.02%	236

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

SCS Capital Management's NEE Position: Q2 2026 in Review

SCS Capital Management reduced its NextEra Energy (NEE) stake by 0.48% in Q2 2026, selling an estimated $5.61K and leaving 12,917 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #274.

SCS Capital Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2025. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

SCS Capital Management held 12,917 shares of NextEra Energy worth $1.13M as of Q2 2026.
SCS Capital Management sold 62 NextEra Energy shares in Q2 2026, an estimated $5.61K.
NextEra Energy made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #274 holding.
SCS Capital Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's NextEra Energy position peaked at $1.32M in Q1 2025.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.