True North Advisors’s NextEra Energy NEE Stock Holding History

True North Advisors’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	$1.96M	Sell	22,365 -286	-1%	-$25.9K	0.19%	80
2026 Q1	$2.1M	Sell	22,651 -1,527	-6%	-$136K	0.24%	67
2025 Q4	$1.94M	Buy	24,178 +2,345	+11%	+$194K	0.25%	62
2025 Q3	$1.65M	Sell	21,833 -1,505	-6%	-$110K	0.26%	60
2025 Q2	$1.62M	Sell	23,338 -11,059	-32%	-$768K	0.31%	64
2025 Q1	$2.44M	Sell	34,397 -7,663	-18%	-$541K	0.43%	58
2024 Q4	$3.02M	Buy	+42,060	New	+$3.27M	0.71%	35

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

True North Advisors's NEE Position: Q2 2026 in Review

True North Advisors reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $25.9K and leaving 22,365 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #80.

True North Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

True North Advisors held 22,365 shares of NextEra Energy worth $1.96M as of Q2 2026.
True North Advisors sold 286 NextEra Energy shares in Q2 2026, an estimated $25.9K.
NextEra Energy made up 0.19% of True North Advisors's portfolio in Q2 2026, its #80 holding.
True North Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
True North Advisors's NextEra Energy position peaked at $3.02M in Q4 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.