St. Johns Investment Management’s NextEra Energy NEE Stock Holding History

St. Johns Investment 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	$1.22M	Buy	13,918 +468	+3%	+$42.3K	0.46%	54
2026 Q1	$1.25M	Buy	13,450 +359	+3%	+$31.9K	0.53%	48
2025 Q4	$1.05M	Buy	13,091 +73	+0.6%	+$6.05K	0.44%	52
2025 Q3	$983K	Buy	13,018 +353	+3%	+$25.8K	0.42%	56
2025 Q2	$879K	Buy	12,665 +699	+6%	+$48.6K	0.4%	61
2025 Q1	$848K	Sell	11,966 -48	-0.4%	-$3.39K	0.42%	59
2024 Q4	$861K	Buy	12,014 +376	+3%	+$29.2K	0.4%	59
2024 Q3	$984K	Buy	11,638 +412	+4%	+$32.2K	0.46%	56
2024 Q2	$795K	Buy	11,226 +221	+2%	+$15.7K	0.38%	64
2024 Q1	$703K	Buy	11,005 +4,257	+63%	+$249K	0.34%	73
2023 Q4	$410K	Sell	6,748 -631	-9%	-$36K	0.21%	81
2023 Q3	$423K	Sell	7,379 -379	-5%	-$26.2K	0.24%	77
2023 Q2	$576K	Buy	7,758 +479	+7%	+$36.3K	0.31%	70
2023 Q1	$561K	Buy	7,279 +6,183	+564%	+$475K	0.33%	71
2022 Q4	$91.6K	Hold	1,096	–	–	0.05%	94
2022 Q3	$86K	Hold	1,096	–	–	0.06%	95
2022 Q2	$85K	Hold	1,096	–	–	0.05%	96
2022 Q1	$93K	Hold	1,096	–	–	0.05%	100
2021 Q4	$102K	Hold	1,096	–	–	0.05%	88
2021 Q3	$86K	Hold	1,096	–	–	0.05%	91
2021 Q2	$80K	Hold	1,096	–	–	0.04%	89
2021 Q1	$83K	Hold	1,096	–	–	0.05%	85
2020 Q4	$85K	Hold	1,096	–	–	0.05%	85
2020 Q3	$76K	Buy	1,096 +4	+0.4%	+$276	0.05%	85
2020 Q2	$66K	Hold	1,092	–	–	0.05%	89
2020 Q1	$66K	Hold	1,092	–	–	0.06%	84
2019 Q4	$66K	Hold	1,092	–	–	0.05%	87
2019 Q3	$64K	Hold	1,092	–	–	0.05%	86
2019 Q2	$56K	Hold	1,092	–	–	0.04%	93
2019 Q1	$53K	Hold	1,092	–	–	0.04%	97
2018 Q4	$47K	Hold	1,092	–	–	0.04%	94
2018 Q3	$46K	Sell	1,092 -1,400	-56%	-$59.6K	0.03%	102
2018 Q2	$104K	Hold	2,492	–	–	0.08%	86
2018 Q1	$102K	Hold	2,492	–	–	0.08%	85
2017 Q4	$97K	Hold	2,492	–	–	0.07%	88
2017 Q3	$91K	Hold	2,492	–	–	0.07%	98
2017 Q2	$87K	Hold	2,492	–	–	0.07%	96
2017 Q1	$80K	Hold	2,492	–	–	0.06%	89
2016 Q4	$74K	Hold	2,492	–	–	0.06%	90
2016 Q3	$76K	Hold	2,492	–	–	0.06%	91
2016 Q2	$81K	Hold	2,492	–	–	0.07%	88
2016 Q1	$74K	Hold	2,492	–	–	0.07%	88
2015 Q4	$65K	Hold	2,492	–	–	0.06%	91
2015 Q3	$61K	Hold	2,492	–	–	0.06%	91
2015 Q2	$61K	Hold	2,492	–	–	0.05%	87
2015 Q1	$65K	Hold	2,492	–	–	0.06%	85
2014 Q4	$66K	Hold	2,492	–	–	0.06%	85
2014 Q3	$58K	Hold	2,492	–	–	0.05%	83
2014 Q2	$64K	Hold	2,492	–	–	0.06%	82
2014 Q1	$60K	Buy	+2,492	New	+$56.5K	0.05%	82

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

St. Johns Investment Management's NEE Position: Q2 2026 in Review

St. Johns Investment Management increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $42.3K and bringing the position to 13,918 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #54.

St. Johns Investment Management first reported a position in NEE in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.25M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

St. Johns Investment Management held 13,918 shares of NextEra Energy worth $1.22M as of Q2 2026.
St. Johns Investment Management bought 468 NextEra Energy shares in Q2 2026, an estimated $42.3K.
NextEra Energy made up 0.46% of St. Johns Investment Management's portfolio in Q2 2026, its #54 holding.
St. Johns Investment Management first reported a position in NextEra Energy in Q1 2014 and has held it in 50 quarters since.
St. Johns Investment Management's NextEra Energy position peaked at $1.25M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on St. Johns Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.