Waterloo Capital’s NextEra Energy NEE Stock Holding History

Waterloo Capital’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	$2.77M	Sell	31,553 -1,555	-5%	-$141K	0.16%	138
2026 Q1	$3.08M	Sell	33,108 -3,074	-8%	-$273K	0.22%	105
2025 Q4	$2.9M	Buy	36,182 +2,223	+7%	+$184K	0.21%	109
2025 Q3	$2.56M	Buy	33,959 +1,589	+5%	+$116K	0.19%	115
2025 Q2	$2.25M	Buy	32,370 +2,792	+9%	+$194K	0.18%	124
2025 Q1	$2.1M	Buy	29,578 +7,023	+31%	+$496K	0.19%	118
2024 Q4	$1.62M	Buy	22,555 +1,049	+5%	+$81.5K	0.17%	130
2024 Q3	$1.82M	Buy	21,506 +8,105	+60%	+$633K	0.2%	117
2024 Q2	$949K	Buy	13,401 +1,254	+10%	+$89K	0.11%	155
2024 Q1	$776K	Buy	12,147 +4,133	+52%	+$242K	0.1%	174
2023 Q4	$487K	Buy	+8,014	New	+$457K	0.08%	216
2023 Q3	–	Sell	-2,728	Closed	-$202K	–	219
2023 Q2	$202K	Sell	2,728 -232	-8%	-$17.6K	0.06%	197
2023 Q1	$228K	Buy	+2,960	New	+$228K	0.07%	168
2020 Q1	$254K	Buy	+4,228	New	+$266K	0.18%	125

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

Waterloo Capital's NEE Position: Q2 2026 in Review

Waterloo Capital reduced its NextEra Energy (NEE) stake by 4.7% in Q2 2026, selling an estimated $141K and leaving 31,553 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #138.

Waterloo Capital first reported a position in NEE in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.08M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Waterloo Capital held 31,553 shares of NextEra Energy worth $2.77M as of Q2 2026.
Waterloo Capital sold 1,555 NextEra Energy shares in Q2 2026, an estimated $141K.
NextEra Energy made up 0.16% of Waterloo Capital's portfolio in Q2 2026, its #138 holding.
Waterloo Capital first reported a position in NextEra Energy in Q1 2020 and has held it in 14 quarters since.
Waterloo Capital's NextEra Energy position peaked at $3.08M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.