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Tidemark’s NextEra Energy NEE Stock Holding History

Tidemark’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 		$195K Buy
2,219
+296
+15% +$26.8K 0.04% 162
2026
Q1 		$179K Buy
1,923
+190
+11% +$16.9K 0.05% 147
2025
Q4 		$139K Buy
1,733
+8
+0.5% +$663 0.04% 149
2025
Q3 		$130K Buy
1,725
+255
+17% +$18.6K 0.04% 167
2025
Q2 		$102K Buy
1,470
+564
+62% +$39.2K 0.03% 180
2025
Q1 		$64.3K Buy
906
+221
+32% +$15.6K 0.02% 210
2024
Q4 		$49.1K Buy
685
+63
+10% +$4.89K 0.02% 237
2024
Q3 		$52.6K Buy
622
+55
+10% +$4.29K 0.02% 221
2024
Q2 		$40.2K Buy
567
+330
+139% +$23.4K 0.02% 247
2024
Q1 		$15.1K Buy
+237
New +$13.9K 0.01% 380

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

Tidemark's NEE Position: Q2 2026 in Review

Tidemark increased its NextEra Energy (NEE) stake by 15% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,219 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #162.

Tidemark first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Tidemark held 2,219 shares of NextEra Energy worth $195K as of Q2 2026.
  • Tidemark bought 296 NextEra Energy shares in Q2 2026, an estimated $26.8K.
  • NextEra Energy made up 0.04% of Tidemark's portfolio in Q2 2026, its #162 holding.
  • Tidemark first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.