St. James Investment Company’s NextEra Energy NEE Stock Holding History

St. James Investment Company’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	$20.3M	Buy	+230,853	New	+$20.9M	3.22%	14

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

St. James Investment Company's NEE Position: Q2 2026 in Review

St. James Investment Company opened a new position in NextEra Energy (NEE) in Q2 2026: 230,853 shares worth $20.3M. The stake represents 3.22% of the portfolio and ranks #14 among its holdings.

2,262 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

St. James Investment Company held 230,853 shares of NextEra Energy worth $20.3M as of Q2 2026.
NextEra Energy was a new St. James Investment Company position in Q2 2026.
NextEra Energy made up 3.22% of St. James Investment Company's portfolio in Q2 2026, its #14 holding.
2,262 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on St. James Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.