TruNorth Capital Management’s NextEra Energy NEE Stock Holding History

TruNorth Capital 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	–	Sell	-2,362	Closed	-$219K	–	127
2026 Q1	$219K	Buy	+2,362	New	+$210K	0.04%	108
2025 Q4	–	Sell	-2,430	Closed	-$183K	–	289
2025 Q3	$183K	Buy	2,430 +662	+37%	+$48.4K	0.04%	98
2025 Q2	$123K	Hold	1,768	–	–	0.03%	105
2025 Q1	$125K	Hold	1,768	–	–	0.03%	123
2024 Q4	$127K	Sell	1,768 -50	-3%	-$3.88K	0.03%	92
2024 Q3	$154K	Buy	1,818 +118	+7%	+$9.21K	0.05%	75
2024 Q2	$120K	Buy	1,700 +900	+113%	+$63.9K	0.04%	80
2024 Q1	$51.1K	Buy	+800	New	+$46.9K	0.02%	103

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

TruNorth Capital Management's NEE Position: Q2 2026 in Review

TruNorth Capital Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,362 shares — an estimated $219K sold.

TruNorth Capital Management first reported a position in NEE in Q1 2024 and held it in 8 quarters. The position peaked at $219K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

TruNorth Capital Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
TruNorth Capital Management sold 2,362 NextEra Energy shares in Q2 2026, an estimated $219K.
TruNorth Capital Management first reported a position in NextEra Energy in Q1 2024 and held it in 8 quarters.
TruNorth Capital Management's NextEra Energy position peaked at $219K in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.