Warwick Investment Management’s NextEra Energy NEE Stock Holding History

Warwick Investment 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	$458K	Buy	5,214 +497	+11%	+$45K	0.05%	84
2026 Q1	$438K	Buy	4,717 +81	+2%	+$7.2K	0.06%	77
2025 Q4	$372K	Buy	4,636 +841	+22%	+$69.7K	0.06%	96
2025 Q3	$286K	Buy	3,795 +228	+6%	+$16.7K	0.05%	117
2025 Q2	$248K	Sell	3,567 -108	-3%	-$7.5K	0.05%	107
2025 Q1	$261K	Buy	3,675 +417	+13%	+$29.4K	0.05%	98
2024 Q4	$234K	Sell	3,258 -93	-3%	-$7.22K	0.05%	88
2024 Q3	$283K	Buy	3,351 +74	+2%	+$5.78K	0.07%	72
2024 Q2	$232K	Buy	+3,277	New	+$233K	0.05%	97
2022 Q1	–	Sell	-2,305	Closed	-$215K	–	59
2021 Q4	$215K	Buy	+2,305	New	+$199K	0.11%	52

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

Warwick Investment Management's NEE Position: Q2 2026 in Review

Warwick Investment Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $45K and bringing the position to 5,214 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #84.

Warwick Investment Management first reported a position in NEE in Q4 2021 and has held it in 10 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Warwick Investment Management held 5,214 shares of NextEra Energy worth $458K as of Q2 2026.
Warwick Investment Management bought 497 NextEra Energy shares in Q2 2026, an estimated $45K.
NextEra Energy made up 0.05% of Warwick Investment Management's portfolio in Q2 2026, its #84 holding.
Warwick Investment Management first reported a position in NextEra Energy in Q4 2021 and has held it in 10 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.