Stone House Investment Management’s NextEra Energy NEE Stock Holding History

Stone House 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	$51.4K	Buy	585 +84	+17%	+$7.6K	0.01%	215
2026 Q1	$46.5K	Buy	501 +334	+200%	+$29.7K	0.01%	186
2025 Q4	$13.4K	Buy	167 +127	+318%	+$10.5K	﹤0.01%	293
2025 Q3	$3.02K	Buy	+40	New	+$2.92K	﹤0.01%	435
2025 Q2	–	Sell	-101	Closed	-$7.16K	–	556
2025 Q1	$7.16K	Buy	+101	New	+$7.13K	﹤0.01%	281
2024 Q4	–	Sell	-20	Closed	-$1.69K	–	249
2024 Q3	$1.69K	Sell	20 -73	-78%	-$5.7K	﹤0.01%	339
2024 Q2	$6.58K	Sell	93 -15	-14%	-$1.06K	﹤0.01%	258
2024 Q1	$6.9K	Buy	+108	New	+$6.33K	﹤0.01%	265
2023 Q3	–	Sell	-20	Closed	-$1.49K	–	371
2023 Q2	$1.49K	Hold	20	–	–	﹤0.01%	283
2023 Q1	$1.54K	Buy	+20	New	+$1.54K	﹤0.01%	259

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

Stone House Investment Management's NEE Position: Q2 2026 in Review

Stone House Investment Management increased its NextEra Energy (NEE) stake by 17% in Q2 2026, buying an estimated $7.6K and bringing the position to 585 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #215.

Stone House Investment Management first reported a position in NEE in Q1 2023 and has held it in 10 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stone House Investment Management held 585 shares of NextEra Energy worth $51.4K as of Q2 2026.
Stone House Investment Management bought 84 NextEra Energy shares in Q2 2026, an estimated $7.6K.
NextEra Energy made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #215 holding.
Stone House Investment Management first reported a position in NextEra Energy in Q1 2023 and has held it in 10 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.