Stonebridge Financial Group (Pennsylvania)’s NextEra Energy NEE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$6.41M	Buy	72,986 +2,130	+3%	+$193K	0.49%	55
2026 Q1	$6.58M	Sell	70,856 -810	-1%	-$72K	0.54%	50
2025 Q4	$5.75M	Buy	71,666 +1,471	+2%	+$122K	0.49%	50
2025 Q3	$5.3M	Buy	70,195 +805	+1%	+$58.8K	0.47%	57
2025 Q2	$4.82M	Buy	69,390 +1,425	+2%	+$99K	0.47%	55
2025 Q1	$4.82M	Buy	67,965 +10,118	+17%	+$714K	0.51%	47
2024 Q4	$4.15M	Buy	+57,847	New	+$4.49M	0.46%	60

Other funds holding NEE

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

VCM

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

VPM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NEE Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its NextEra Energy (NEE) stake by 3% in Q2 2026, buying an estimated $193K and bringing the position to 72,986 shares worth $6.41M. The position accounts for 0.49% of the portfolio, ranked #55.

Stonebridge Financial Group (Pennsylvania) first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.58M in Q1 2026. 2,637 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 72,986 shares of NextEra Energy worth $6.41M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 2,130 NextEra Energy shares in Q2 2026, an estimated $193K.
NextEra Energy made up 0.49% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #55 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s NextEra Energy position peaked at $6.58M in Q1 2026.
2,637 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.