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SmartHarvest Portfolios’s NextEra Energy NEE Stock Holding History

SmartHarvest Portfolios’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 		$474K Sell
5,395
-151
-3% -$13.7K 0.15% 140
2026
Q1 		$515K Sell
5,546
-1,505
-21% -$134K 0.21% 99
2025
Q4 		$566K Buy
+7,051
New +$584K 0.2% 98

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 $3.37T AUM 44.26% 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

SmartHarvest Portfolios's NEE Position: Q2 2026 in Review

SmartHarvest Portfolios reduced its NextEra Energy (NEE) stake by 2.7% in Q2 2026, selling an estimated $13.7K and leaving 5,395 shares worth $474K. The position accounts for 0.15% of the portfolio, ranked #140.

SmartHarvest Portfolios first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $566K in Q4 2025. 3,033 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SmartHarvest Portfolios held 5,395 shares of NextEra Energy worth $474K as of Q2 2026.
  • SmartHarvest Portfolios sold 151 NextEra Energy shares in Q2 2026, an estimated $13.7K.
  • NextEra Energy made up 0.15% of SmartHarvest Portfolios's portfolio in Q2 2026, its #140 holding.
  • SmartHarvest Portfolios first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's NextEra Energy position peaked at $566K in Q4 2025.
  • 3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.