Stonebridge Financial Group’s NextEra Energy NEE Stock Holding History

Stonebridge Financial Group’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	$529K	Buy	+6,027	New	+$545K	0.07%	168

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in NextEra Energy (NEE) in Q2 2026: 6,027 shares worth $529K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stonebridge Financial Group held 6,027 shares of NextEra Energy worth $529K as of Q2 2026.
NextEra Energy was a new Stonebridge Financial Group position in Q2 2026.
NextEra Energy made up 0.07% of Stonebridge Financial Group's portfolio in Q2 2026, its #168 holding.
2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.