Sivia Capital Partners’s NextEra Energy NEE Stock Holding History

Sivia Capital Partners’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	$214K	Hold	2,433	–	–	0.03%	511
2026 Q1	$226K	Sell	2,433 -4,036	-62%	-$359K	0.04%	408
2025 Q4	$519K	Buy	6,469 +279	+5%	+$23.1K	0.11%	261
2025 Q3	$467K	Buy	6,190 +627	+11%	+$45.8K	0.13%	189
2025 Q2	$386K	Buy	5,563 +852	+18%	+$59.2K	0.13%	195
2025 Q1	$334K	Sell	4,711 -89	-2%	-$6.28K	0.16%	134
2024 Q4	$344K	Buy	4,800 +100	+2%	+$7.77K	0.17%	98
2024 Q3	$397K	Sell	4,700 -43	-0.9%	-$3.36K	0.23%	84
2024 Q2	$336K	Buy	4,743 +1,189	+33%	+$84.4K	0.22%	91
2024 Q1	$227K	Buy	3,554 +135	+4%	+$7.91K	0.15%	150
2023 Q4	$208K	Buy	+3,419	New	+$195K	0.16%	161

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

Sivia Capital Partners's NEE Position: Q2 2026 in Review

Sivia Capital Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 2,433 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #511.

Sivia Capital Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $519K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sivia Capital Partners held 2,433 shares of NextEra Energy worth $214K as of Q2 2026.
Sivia Capital Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #511 holding.
Sivia Capital Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Sivia Capital Partners's NextEra Energy position peaked at $519K in Q4 2025.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.