Select Asset Management & Trust’s NextEra Energy NEE Stock Holding History

Select Asset Management & Trust’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	$376K	Hold	4,288	–	–	0.11%	50
2026 Q1	$398K	Hold	4,288	–	–	0.12%	50
2025 Q4	$344K	Hold	4,288	–	–	0.11%	59
2025 Q3	$324K	Buy	4,288 +424	+11%	+$31K	0.1%	65
2025 Q2	$268K	Hold	3,864	–	–	0.09%	67
2025 Q1	$274K	Buy	+3,864	New	+$273K	0.11%	61

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

Select Asset Management & Trust's NEE Position: Q2 2026 in Review

Select Asset Management & Trust held its NextEra Energy (NEE) position steady in Q2 2026 at 4,288 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #50.

Select Asset Management & Trust first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $398K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Select Asset Management & Trust held 4,288 shares of NextEra Energy worth $376K as of Q2 2026.
Select Asset Management & Trust left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.11% of Select Asset Management & Trust's portfolio in Q2 2026, its #50 holding.
Select Asset Management & Trust first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Select Asset Management & Trust's NextEra Energy position peaked at $398K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.