Townsend Asset Management’s NextEra Energy NEE Stock Holding History

Townsend Asset Management’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	$216K	Buy	2,464 +17	+0.7%	+$1.54K	0.07%	134
2026 Q1	$227K	Buy	+2,447	New	+$218K	0.08%	122
2024 Q4	–	Sell	-2,753	Closed	-$233K	–	197
2024 Q3	$233K	Buy	+2,753	New	+$215K	0.09%	126
2023 Q4	–	Sell	-3,988	Closed	-$228K	–	203
2023 Q3	$228K	Sell	3,988 -1,677	-30%	-$116K	0.12%	108
2023 Q2	$420K	Sell	5,665 -95	-2%	-$7.19K	0.2%	86
2023 Q1	$444K	Sell	5,760 -261	-4%	-$20.1K	0.23%	80
2022 Q4	$503K	Buy	6,021 +18	+0.3%	+$1.45K	0.25%	79
2022 Q3	$471K	Sell	6,003 -709	-11%	-$60.1K	0.27%	77
2022 Q2	$520K	Buy	6,712 +15	+0.2%	+$1.14K	0.27%	78
2022 Q1	$567K	Sell	6,697 -68	-1%	-$5.45K	0.28%	76
2021 Q4	$632K	Buy	6,765 +4	+0.1%	+$346	0.3%	70
2021 Q3	$531K	Buy	6,761 +616	+10%	+$49.7K	0.28%	78
2021 Q2	$450K	Buy	6,145 +12	+0.2%	+$901	0.25%	82
2021 Q1	$464K	Buy	6,133 +13	+0.2%	+$1.01K	0.29%	74
2020 Q4	$472K	Buy	6,120 +8	+0.1%	+$598	0.31%	72
2020 Q3	$424K	Buy	6,112 +12	+0.2%	+$828	0.34%	76
2020 Q2	$366K	Buy	6,100 +772	+14%	+$46.2K	0.3%	86
2020 Q1	$321K	Buy	5,328 +1,560	+41%	+$98.1K	0.33%	81
2019 Q4	$228K	Buy	+3,768	New	+$220K	0.18%	120

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

Townsend Asset Management's NEE Position: Q2 2026 in Review

Townsend Asset Management increased its NextEra Energy (NEE) stake by 0.69% in Q2 2026, buying an estimated $1.54K and bringing the position to 2,464 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #134.

Townsend Asset Management first reported a position in NEE in Q4 2019 and has held it in 19 quarters since. The position peaked at $632K in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Townsend Asset Management held 2,464 shares of NextEra Energy worth $216K as of Q2 2026.
Townsend Asset Management bought 17 NextEra Energy shares in Q2 2026, an estimated $1.54K.
NextEra Energy made up 0.07% of Townsend Asset Management's portfolio in Q2 2026, its #134 holding.
Townsend Asset Management first reported a position in NextEra Energy in Q4 2019 and has held it in 19 quarters since.
Townsend Asset Management's NextEra Energy position peaked at $632K in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.