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SGL Investment Advisors’s NextEra Energy NEE Stock Holding History

SGL Investment Advisors’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 		$390K Buy
4,599
+156
+4% +$14.1K 0.13% 110
2026
Q1 		$421K Sell
4,443
-55
-1% -$4.89K 0.16% 101
2025
Q4 		$401K Sell
4,498
-116
-3% -$9.61K 0.16% 101
2025
Q3 		$377K Sell
4,614
-37
-0.8% -$2.7K 0.16% 102
2025
Q2 		$337K Buy
+4,651
New +$323K 0.16% 101

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGL Investment Advisors's NEE Position: Q2 2026 in Review

SGL Investment Advisors increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 4,599 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #110.

SGL Investment Advisors first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SGL Investment Advisors held 4,599 shares of NextEra Energy worth $390K as of Q2 2026.
  • SGL Investment Advisors bought 156 NextEra Energy shares in Q2 2026, an estimated $14.1K.
  • NextEra Energy made up 0.13% of SGL Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • SGL Investment Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • SGL Investment Advisors's NextEra Energy position peaked at $421K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.