South Street Advisors’s NextEra Energy NEE Stock Holding History

South Street Advisors’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	$269K	Hold	3,063	–	–	0.04%	75
2026 Q1	$284K	Hold	3,063	–	–	0.04%	70
2025 Q4	$246K	Buy	3,063 +263	+9%	+$21.8K	0.03%	70
2025 Q3	$211K	Buy	+2,800	New	+$205K	0.03%	79

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 $3.38T AUM 44.17% 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

South Street Advisors's NEE Position: Q2 2026 in Review

South Street Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,063 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #75.

South Street Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $284K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

South Street Advisors held 3,063 shares of NextEra Energy worth $269K as of Q2 2026.
South Street Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.04% of South Street Advisors's portfolio in Q2 2026, its #75 holding.
South Street Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
South Street Advisors's NextEra Energy position peaked at $284K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.