Sumitomo Life Insurance’s NextEra Energy NEE Stock Holding History

Sumitomo Life Insurance’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	$18.2M	Buy	207,072 +13,314	+7%	+$1.2M	0.3%	35
2026 Q1	$18M	Buy	193,758 +43,801	+29%	+$3.89M	0.42%	30
2025 Q4	$12M	Buy	149,957 +20,623	+16%	+$1.71M	0.33%	40
2025 Q3	$9.76M	Sell	129,334 -16,881	-12%	-$1.23M	0.3%	46
2025 Q2	$10.2M	Sell	146,215 -22,580	-13%	-$1.57M	0.69%	28
2025 Q1	$12M	Buy	168,795 +85,552	+103%	+$6.04M	0.43%	28
2024 Q4	$5.97M	Sell	83,243 -28,435	-25%	-$2.21M	0.11%	54
2024 Q3	$9.44M	Sell	111,678 -4,706	-4%	-$367K	0.19%	33
2024 Q2	$7.26M	Buy	116,384 +12,987	+13%	+$921K	0.17%	41
2024 Q1	$6.18M	Buy	103,397 +35,385	+52%	+$2.07M	0.16%	45
2023 Q4	$4.13M	Buy	68,012 +37,074	+120%	+$2.11M	0.13%	50
2023 Q3	$1.77M	Sell	30,938 -425	-1%	-$29.4K	0.05%	106
2023 Q2	$2.33M	Sell	31,363 -15,195	-33%	-$1.15M	0.1%	80
2023 Q1	$3.59M	Sell	46,558 -4,137	-8%	-$318K	0.3%	41
2022 Q4	$4.24M	Sell	50,695 -2,230	-4%	-$180K	0.31%	31
2022 Q3	$4.15M	Sell	52,925 -3,995	-7%	-$339K	0.18%	31
2022 Q2	$4.41M	Buy	56,920 +1,062	+2%	+$80.9K	0.12%	34
2022 Q1	$4.73M	Sell	55,858 -931	-2%	-$74.6K	0.12%	35
2021 Q4	$5.3M	Buy	56,789 +8,891	+19%	+$768K	0.13%	33
2021 Q3	$3.76M	Sell	47,898 -1,831	-4%	-$148K	0.1%	46
2021 Q2	$3.64M	Sell	49,729 -8,900	-15%	-$668K	0.12%	50
2021 Q1	$4.43M	Sell	58,629 -5,074	-8%	-$396K	0.18%	40
2020 Q4	$4.92M	Sell	63,703 -5,913	-8%	-$442K	0.21%	40
2020 Q3	$4.83M	Sell	69,616 -5,696	-8%	-$393K	0.22%	44
2020 Q2	$4.52M	Sell	75,312 -4,636	-6%	-$277K	0.24%	41
2020 Q1	$4.81M	Buy	79,948 +4,992	+7%	+$314K	0.34%	32
2019 Q4	$4.54M	Buy	74,956 +3,852	+5%	+$225K	0.51%	45
2019 Q3	$4.14M	Sell	71,104 -19,520	-22%	-$1.06M	0.54%	45
2019 Q2	$4.64M	Buy	90,624 +1,000	+1%	+$49.2K	0.55%	44
2019 Q1	$4.33M	Sell	89,624 -9,020	-9%	-$412K	0.58%	44
2018 Q4	$4.29M	Buy	98,644 +2,844	+3%	+$124K	0.59%	43
2018 Q3	$4.01M	Sell	95,800 -8,332	-8%	-$355K	0.48%	59
2018 Q2	$4.35M	Buy	104,132 +19,520	+23%	+$788K	0.53%	47
2018 Q1	$3.46M	Sell	84,612 -3,728	-4%	-$144K	0.46%	63
2017 Q4	$3.45M	Sell	88,340 -4,292	-5%	-$166K	0.43%	69
2017 Q3	$3.39M	Sell	92,632 -1,672	-2%	-$61.3K	0.43%	68
2017 Q2	$3.3M	Sell	94,304 -16,520	-15%	-$565K	0.43%	67
2017 Q1	$3.56M	Sell	110,824 -4	-0%	-$126	0.5%	52
2016 Q4	$3.31M	Buy	110,828 +4,808	+5%	+$144K	0.47%	58
2016 Q3	$3.24M	Buy	106,020 +2,968	+3%	+$93.5K	0.48%	50
2016 Q2	$3.36M	Sell	103,052 -1,964	-2%	-$59K	0.46%	55
2016 Q1	$3.11M	Sell	105,016 -30,304	-22%	-$851K	0.4%	68
2015 Q4	$3.52M	Buy	135,320 +7,464	+6%	+$189K	0.44%	60
2015 Q3	$3.12M	Buy	127,856 +9,840	+8%	+$250K	0.41%	68
2015 Q2	$2.89M	Sell	118,016 -656	-0.6%	-$16.7K	0.35%	80
2015 Q1	$3.09M	Sell	118,672 -14,016	-11%	-$370K	0.34%	89
2014 Q4	$3.53M	Buy	132,688 +23,540	+22%	+$594K	0.35%	86
2014 Q3	$2.56M	Sell	109,148 -5,512	-5%	-$133K	0.25%	141
2014 Q2	$2.94M	Buy	114,660 +8,704	+8%	+$212K	0.28%	122
2014 Q1	$2.53M	Sell	105,956 -51,952	-33%	-$1.18M	0.25%	147
2013 Q4	$3.38M	Sell	157,908 -19,112	-11%	-$403K	0.3%	118
2013 Q3	$3.55M	Sell	177,020 -15,220	-8%	-$314K	0.33%	101
2013 Q2	$3.92M	Buy	+192,240	New	+$3.81M	0.38%	82

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

Sumitomo Life Insurance's NEE Position: Q2 2026 in Review

Sumitomo Life Insurance increased its NextEra Energy (NEE) stake by 6.9% in Q2 2026, buying an estimated $1.2M and bringing the position to 207,072 shares worth $18.2M. The position accounts for 0.3% of the portfolio, ranked #35.

Sumitomo Life Insurance first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sumitomo Life Insurance held 207,072 shares of NextEra Energy worth $18.2M as of Q2 2026.
Sumitomo Life Insurance bought 13,314 NextEra Energy shares in Q2 2026, an estimated $1.2M.
NextEra Energy made up 0.3% of Sumitomo Life Insurance's portfolio in Q2 2026, its #35 holding.
Sumitomo Life Insurance first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.