TAGStone Capital’s NextEra Energy NEE Stock Holding History

TAGStone Capital’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	$233K	Hold	2,655	–	–	0.07%	133
2026 Q1	$247K	Buy	+2,655	New	+$236K	0.09%	125

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

TAGStone Capital's NEE Position: Q2 2026 in Review

TAGStone Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 2,655 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #133.

TAGStone Capital first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

TAGStone Capital held 2,655 shares of NextEra Energy worth $233K as of Q2 2026.
TAGStone Capital left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of TAGStone Capital's portfolio in Q2 2026, its #133 holding.
TAGStone Capital first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
TAGStone Capital's NextEra Energy position peaked at $247K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.