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Torray Investment Partners’s NextEra Energy NEE Stock Holding History

Torray Investment Partners’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 		$20.9M Buy
237,562
+38,084
+19% +$3.44M 2.81% 13
2026
Q1 		$18.5M Sell
199,478
-35,548
-15% -$3.16M 2.72% 17
2025
Q4 		$18.9M Sell
235,026
-3,412
-1% -$283K 2.7% 17
2025
Q3 		$18M Buy
+238,438
New +$17.4M 2.44% 16

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

Torray Investment Partners's NEE Position: Q2 2026 in Review

Torray Investment Partners increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $3.44M and bringing the position to 237,562 shares worth $20.9M. The position accounts for 2.81% of the portfolio, ranked #13.

Torray Investment Partners first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Torray Investment Partners held 237,562 shares of NextEra Energy worth $20.9M as of Q2 2026.
  • Torray Investment Partners bought 38,084 NextEra Energy shares in Q2 2026, an estimated $3.44M.
  • NextEra Energy made up 2.81% of Torray Investment Partners's portfolio in Q2 2026, its #13 holding.
  • Torray Investment Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Torray Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.