Twin Lakes Capital Management’s NextEra Energy NEE Stock Holding History

Twin Lakes 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	$170K	Buy	1,940 +14	+0.7%	+$1.27K	0.07%	88
2026 Q1	$179K	Buy	1,926 +3	+0.2%	+$267	0.08%	85
2025 Q4	$154K	Buy	1,923 +3	+0.2%	+$248	0.07%	94
2025 Q3	$145K	Buy	1,920 +3	+0.2%	+$219	0.07%	93
2025 Q2	$133K	Sell	1,917 -1,194	-38%	-$82.9K	0.08%	90
2025 Q1	$221K	Buy	3,111 +6	+0.2%	+$424	0.15%	80
2024 Q4	$223K	Buy	3,105 +5	+0.2%	+$388	0.14%	79
2024 Q3	$262K	Buy	3,100 +5	+0.2%	+$390	0.17%	74
2024 Q2	$219K	Buy	3,095 +5	+0.2%	+$355	0.15%	78
2024 Q1	$197K	Buy	3,090 +7	+0.2%	+$410	0.13%	84
2023 Q4	$187K	Buy	3,083 +5	+0.2%	+$285	0.13%	84
2023 Q3	$176K	Hold	3,078	–	–	0.13%	83
2023 Q2	$228K	Buy	3,078 +5	+0.2%	+$379	0.16%	75
2023 Q1	$237K	Buy	3,073 +4	+0.1%	+$308	0.18%	75
2022 Q4	$257K	Buy	3,069 +4	+0.1%	+$323	0.2%	71
2022 Q3	$240K	Buy	+3,065	New	+$260K	0.19%	74
2022 Q2	–	Sell	-3,058	Closed	-$259K	–	234
2022 Q1	$259K	Buy	3,058 +4	+0.1%	+$321	0.15%	86
2021 Q4	$285K	Buy	3,054 +3	+0.1%	+$259	0.15%	85
2021 Q3	$240K	Buy	3,051 +2,349	+335%	+$189K	0.14%	83
2021 Q2	$51K	Buy	702 +4	+0.6%	+$300	0.03%	135
2021 Q1	$53K	Buy	+698	New	+$54.5K	0.03%	127

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

Twin Lakes Capital Management's NEE Position: Q2 2026 in Review

Twin Lakes Capital Management increased its NextEra Energy (NEE) stake by 0.73% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,940 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #88.

Twin Lakes Capital Management first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. The position peaked at $285K in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Twin Lakes Capital Management held 1,940 shares of NextEra Energy worth $170K as of Q2 2026.
Twin Lakes Capital Management bought 14 NextEra Energy shares in Q2 2026, an estimated $1.27K.
NextEra Energy made up 0.07% of Twin Lakes Capital Management's portfolio in Q2 2026, its #88 holding.
Twin Lakes Capital Management first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
Twin Lakes Capital Management's NextEra Energy position peaked at $285K in Q4 2021.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.