Sovereign's Capital Management’s NextEra Energy NEE Stock Holding History

Sovereign's Capital 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	$1.19M	Sell	13,520 -301	-2%	-$27.2K	0.79%	37
2026 Q1	$1.28M	Sell	13,821 -1,032	-7%	-$91.7K	0.94%	35
2025 Q4	$1.19M	Sell	14,853 -1,763	-11%	-$146K	0.72%	35
2025 Q3	$1.25M	Buy	16,616 +86	+0.5%	+$6.28K	0.68%	47
2025 Q2	$1.15M	Buy	16,530 +2,688	+19%	+$187K	0.61%	53
2025 Q1	$981K	Buy	13,842 +1,786	+15%	+$126K	0.58%	57
2024 Q4	$864K	Buy	+12,056	New	+$937K	0.55%	55

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

Sovereign's Capital Management's NEE Position: Q2 2026 in Review

Sovereign's Capital Management reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2026, selling an estimated $27.2K and leaving 13,520 shares worth $1.19M. The position accounts for 0.79% of the portfolio, ranked #37.

Sovereign's Capital Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sovereign's Capital Management held 13,520 shares of NextEra Energy worth $1.19M as of Q2 2026.
Sovereign's Capital Management sold 301 NextEra Energy shares in Q2 2026, an estimated $27.2K.
NextEra Energy made up 0.79% of Sovereign's Capital Management's portfolio in Q2 2026, its #37 holding.
Sovereign's Capital Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Sovereign's Capital Management's NextEra Energy position peaked at $1.28M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.