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Sumitomo Mitsui Financial Group’s NextEra Energy NEE Stock Holding History

Sumitomo Mitsui 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 		$61.4K Buy
+700
New +$63.3K ﹤0.01% 190
2024
Q3 		– Sell
-702
Closed -$51.8K – 189
2024
Q2 		$51.8K Buy
+702
New +$49.8K ﹤0.01% 153

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

Sumitomo Mitsui Financial Group's NEE Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in NextEra Energy (NEE) in Q2 2026: 700 shares worth $61.4K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in NEE as recently as Q2 2024.

Sumitomo Mitsui Financial Group first reported a position in NEE in Q2 2024 and has held it in 2 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 700 shares of NextEra Energy worth $61.4K as of Q2 2026.
  • NextEra Energy was a new Sumitomo Mitsui Financial Group position in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #190 holding.
  • Sumitomo Mitsui Financial Group first reported a position in NextEra Energy in Q2 2024 and has held it in 2 quarters since.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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