Sittner & Nelson’s NextEra Energy NEE Stock Holding History

Sittner & Nelson’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	$303K	Sell	3,449 -87	-2%	-$7.87K	0.1%	138
2026 Q1	$328K	Hold	3,536	–	–	0.12%	124
2025 Q4	$316K	Sell	3,536 -200	-5%	-$16.6K	0.11%	120
2025 Q3	$282K	Sell	3,736 -200	-5%	-$14.6K	0.1%	118
2025 Q2	$273K	Hold	3,936	–	–	0.11%	121
2025 Q1	$279K	Hold	3,936	–	–	0.12%	116
2024 Q4	$282K	Hold	3,936	–	–	0.12%	108
2024 Q3	$333K	Buy	3,936 +160	+4%	+$12.5K	0.15%	93
2024 Q2	$267K	Sell	3,776 -200	-5%	-$14.2K	0.13%	93
2024 Q1	$254K	Hold	3,976	–	–	0.13%	103
2023 Q4	$242K	Hold	3,976	–	–	0.13%	101
2023 Q3	$228K	Hold	3,976	–	–	0.13%	96
2023 Q2	$295K	Hold	3,976	–	–	0.16%	90
2023 Q1	$306K	Buy	3,976 +40	+1%	+$3.08K	0.18%	92
2022 Q4	$329K	Sell	3,936 -314	-7%	-$25.4K	0.2%	89
2022 Q3	$333K	Sell	4,250 -350	-8%	-$29.7K	0.22%	77
2022 Q2	$356K	Hold	4,600	–	–	0.23%	76
2022 Q1	$390K	Hold	4,600	–	–	0.23%	73
2021 Q4	$429K	Hold	4,600	–	–	0.25%	67
2021 Q3	$361K	Buy	4,600 +100	+2%	+$8.06K	0.23%	72
2021 Q2	$330K	Sell	4,500 -400	-8%	-$30K	0.23%	68
2021 Q1	$370K	Hold	4,900	–	–	0.28%	67
2020 Q4	$378K	Buy	+4,900	New	+$367K	0.34%	60

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

Sittner & Nelson's NEE Position: Q2 2026 in Review

Sittner & Nelson reduced its NextEra Energy (NEE) stake by 2.5% in Q2 2026, selling an estimated $7.87K and leaving 3,449 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #138.

Sittner & Nelson first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $429K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sittner & Nelson held 3,449 shares of NextEra Energy worth $303K as of Q2 2026.
Sittner & Nelson sold 87 NextEra Energy shares in Q2 2026, an estimated $7.87K.
NextEra Energy made up 0.1% of Sittner & Nelson's portfolio in Q2 2026, its #138 holding.
Sittner & Nelson first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's NextEra Energy position peaked at $429K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.