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Stoneridge Investment Partners’s NextEra Energy NEE Stock Holding History

Stoneridge Investment Partners’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 		$583K Buy
+6,707
New +$607K 0.38% 86
2023
Q2 		– Sell
-6,184
Closed -$477K – 118
2023
Q1 		$477K Buy
+6,184
New +$476K 0.25% 75

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stoneridge Investment Partners's NEE Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in NextEra Energy (NEE) in Q2 2026: 6,707 shares worth $583K. The stake represents 0.38% of the portfolio and ranks #86 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in NEE as recently as Q1 2023.

Stoneridge Investment Partners first reported a position in NEE in Q1 2023 and has held it in 2 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Stoneridge Investment Partners held 6,707 shares of NextEra Energy worth $583K as of Q2 2026.
  • NextEra Energy was a new Stoneridge Investment Partners position in Q2 2026.
  • NextEra Energy made up 0.38% of Stoneridge Investment Partners's portfolio in Q2 2026, its #86 holding.
  • Stoneridge Investment Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 2 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.