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Studio Investment Management’s NextEra Energy NEE Stock Holding History

Studio 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 		$7.55M Sell
86,038
-1,184
-1% -$107K 1.28% 18
2026
Q1 		$8.1M Sell
87,222
-526
-0.6% -$46.8K 1.46% 13
2025
Q4 		$7.04M Sell
87,748
-237
-0.3% -$19.6K 1.29% 17
2025
Q3 		$6.64M Sell
87,985
-1,501
-2% -$110K 1.25% 18
2025
Q2 		$6.21M Sell
89,486
-1,019
-1% -$70.8K 1.25% 19
2025
Q1 		$6.42M Sell
90,505
-405
-0.4% -$28.6K 1.33% 17
2024
Q4 		$6.52M Sell
90,910
-2,159
-2% -$168K 1.39% 15
2024
Q3 		$7.87M Sell
93,069
-146
-0.2% -$11.4K 1.65% 12
2024
Q2 		$6.6M Sell
93,215
-78
-0.1% -$5.53K 1.5% 16
2024
Q1 		$5.96M Sell
93,293
-1,559
-2% -$91.3K 1.42% 17
2023
Q4 		$5.76M Buy
94,852
+10,837
+13% +$618K 1.47% 16
2023
Q3 		$4.81M Buy
84,015
+6,277
+8% +$435K 1.34% 20
2023
Q2 		$5.77M Buy
77,738
+4,745
+7% +$359K 1.61% 17
2023
Q1 		$5.63M Sell
72,993
-3,490
-5% -$268K 1.7% 17
2022
Q4 		$6.39M Sell
76,483
-1,832
-2% -$148K 2.07% 10
2022
Q3 		$6.14M Sell
78,315
-10,532
-12% -$893K 2.21% 10
2022
Q2 		$6.88M Sell
88,847
-1,855
-2% -$141K 2.39% 9
2022
Q1 		$7.68M Buy
90,702
+3,175
+4% +$254K 2.53% 9
2021
Q4 		$8.17M Sell
87,527
-2,355
-3% -$204K 2.94% 8
2021
Q3 		$7.06M Buy
+89,882
New +$7.25M 3.02% 8

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 $3.37T AUM 44.26% 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

Studio Investment Management's NEE Position: Q2 2026 in Review

Studio Investment Management reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $107K and leaving 86,038 shares worth $7.55M. The position accounts for 1.28% of the portfolio, ranked #18.

Studio Investment Management first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.17M in Q4 2021. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Studio Investment Management held 86,038 shares of NextEra Energy worth $7.55M as of Q2 2026.
  • Studio Investment Management sold 1,184 NextEra Energy shares in Q2 2026, an estimated $107K.
  • NextEra Energy made up 1.28% of Studio Investment Management's portfolio in Q2 2026, its #18 holding.
  • Studio Investment Management first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's NextEra Energy position peaked at $8.17M in Q4 2021.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.