Stack Financial Management’s NextEra Energy NEE Stock Holding History

Stack Financial 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	$27.3M	Buy	311,320 +2,302	+0.7%	+$208K	2.13%	15
2026 Q1	$28.7M	Buy	309,018 +402	+0.1%	+$35.7K	2.11%	14
2025 Q4	$24.8M	Sell	308,616 -3,361	-1%	-$278K	1.89%	17
2025 Q3	$23.6M	Sell	311,977 -3,260	-1%	-$238K	1.95%	17
2025 Q2	$21.9M	Buy	+315,237	New	+$21.9M	1.93%	21
2023 Q1	–	Sell	-2,801	Closed	-$234K	–	38
2022 Q4	$234K	Sell	2,801 -319	-10%	-$25.8K	0.02%	36
2022 Q3	$245K	Hold	3,120	–	–	0.03%	38
2022 Q2	$242K	Sell	3,120 -700	-18%	-$53.3K	0.02%	38
2022 Q1	$324K	Buy	+3,820	New	+$306K	0.03%	44

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

Stack Financial Management's NEE Position: Q2 2026 in Review

Stack Financial Management increased its NextEra Energy (NEE) stake by 0.74% in Q2 2026, buying an estimated $208K and bringing the position to 311,320 shares worth $27.3M. The position accounts for 2.13% of the portfolio, ranked #15.

Stack Financial Management first reported a position in NEE in Q1 2022 and has held it in 9 quarters since. The position peaked at $28.7M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stack Financial Management held 311,320 shares of NextEra Energy worth $27.3M as of Q2 2026.
Stack Financial Management bought 2,302 NextEra Energy shares in Q2 2026, an estimated $208K.
NextEra Energy made up 2.13% of Stack Financial Management's portfolio in Q2 2026, its #15 holding.
Stack Financial Management first reported a position in NextEra Energy in Q1 2022 and has held it in 9 quarters since.
Stack Financial Management's NextEra Energy position peaked at $28.7M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.