Sonoma Allocations’s NextEra Energy NEE Stock Holding History

Sonoma Allocations’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	$376K	Sell	4,323 -453	-9%	-$41K	0.12%	92
2026 Q1	$447K	Sell	4,776 -693	-13%	-$61.6K	0.15%	97
2025 Q4	$476K	Sell	5,469 -2,650	-33%	-$219K	0.16%	82
2025 Q3	$691K	Buy	+8,119	New	+$593K	0.25%	57

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

Sonoma Allocations's NEE Position: Q2 2026 in Review

Sonoma Allocations reduced its NextEra Energy (NEE) stake by 9.5% in Q2 2026, selling an estimated $41K and leaving 4,323 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #92.

Sonoma Allocations first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $691K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sonoma Allocations held 4,323 shares of NextEra Energy worth $376K as of Q2 2026.
Sonoma Allocations sold 453 NextEra Energy shares in Q2 2026, an estimated $41K.
NextEra Energy made up 0.12% of Sonoma Allocations's portfolio in Q2 2026, its #92 holding.
Sonoma Allocations first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
Sonoma Allocations's NextEra Energy position peaked at $691K in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.