Smartleaf Asset Management’s NextEra Energy NEE Stock Holding History

Smartleaf Asset Management’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	$3.2M	Hold	36,104	–	–	0.1%	170
2026 Q1	$3.32M	Buy	36,104 +1,443	+4%	+$128K	0.12%	154
2025 Q4	$2.79M	Buy	34,661 +3,376	+11%	+$280K	0.11%	168
2025 Q3	$2.38M	Buy	31,285 +8,162	+35%	+$596K	0.15%	147
2025 Q2	$1.64M	Sell	23,123 -3,978	-15%	-$276K	0.14%	165
2025 Q1	$1.91M	Buy	27,101 +611	+2%	+$43.1K	0.18%	122
2024 Q4	$1.9M	Buy	26,490 +3,504	+15%	+$272K	0.19%	114
2024 Q3	$1.94M	Buy	22,986 +4,873	+27%	+$380K	0.24%	94
2024 Q2	$1.34M	Buy	18,113 +5,806	+47%	+$412K	0.22%	104
2024 Q1	$785K	Buy	12,307 +725	+6%	+$42.5K	0.15%	163
2023 Q4	$707K	Buy	+11,582	New	+$660K	0.19%	122

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

Smartleaf Asset Management's NEE Position: Q2 2026 in Review

Smartleaf Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 36,104 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #170.

Smartleaf Asset Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Smartleaf Asset Management held 36,104 shares of NextEra Energy worth $3.2M as of Q2 2026.
Smartleaf Asset Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.1% of Smartleaf Asset Management's portfolio in Q2 2026, its #170 holding.
Smartleaf Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's NextEra Energy position peaked at $3.32M in Q1 2026.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.