Stonebrook Private’s NextEra Energy NEE Stock Holding History

Stonebrook Private’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	$828K	Buy	9,430 +653	+7%	+$59.1K	0.15%	99
2026 Q1	$815K	Sell	8,777 -236	-3%	-$21K	0.17%	89
2025 Q4	$724K	Sell	9,013 -10,847	-55%	-$898K	0.15%	94
2025 Q3	$1.5M	Buy	19,860 +697	+4%	+$50.9K	0.32%	71
2025 Q2	$1.33M	Buy	19,163 +457	+2%	+$31.7K	0.31%	74
2025 Q1	$1.33M	Buy	18,706 +842	+5%	+$59.4K	0.34%	74
2024 Q4	$1.28M	Buy	17,864 +1,576	+10%	+$122K	0.34%	70
2024 Q3	$1.38M	Buy	16,288 +6,787	+71%	+$530K	0.36%	69
2024 Q2	$673K	Buy	+9,501	New	+$674K	0.19%	100
2024 Q1	–	Sell	-3,537	Closed	-$215K	–	218
2023 Q4	$215K	Buy	+3,537	New	+$202K	0.07%	188

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

Stonebrook Private's NEE Position: Q2 2026 in Review

Stonebrook Private increased its NextEra Energy (NEE) stake by 7.4% in Q2 2026, buying an estimated $59.1K and bringing the position to 9,430 shares worth $828K. The position accounts for 0.15% of the portfolio, ranked #99.

Stonebrook Private first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q3 2025. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stonebrook Private held 9,430 shares of NextEra Energy worth $828K as of Q2 2026.
Stonebrook Private bought 653 NextEra Energy shares in Q2 2026, an estimated $59.1K.
NextEra Energy made up 0.15% of Stonebrook Private's portfolio in Q2 2026, its #99 holding.
Stonebrook Private first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's NextEra Energy position peaked at $1.5M in Q3 2025.
3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.