Weaver Capital Management’s NextEra Energy NEE Stock Holding History

Weaver 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	$1.59M	Hold	17,087	–	–	0.35%	75
2026 Q1	$1.59M	Buy	17,087 +1,195	+8%	+$106K	0.34%	76
2025 Q4	$1.28M	Buy	15,892 +1,042	+7%	+$86.3K	0.27%	93
2025 Q3	$1.12M	Buy	14,850 +1,609	+12%	+$118K	0.24%	90
2025 Q2	$919K	Sell	13,241 -193	-1%	-$13.4K	0.22%	101
2025 Q1	$952K	Buy	13,434 +2,949	+28%	+$208K	0.25%	94
2024 Q4	$752K	Sell	10,485 -484	-4%	-$37.6K	0.21%	113
2024 Q3	$927K	Buy	10,969 +5,519	+101%	+$431K	0.28%	94
2024 Q2	$386K	Buy	+5,450	New	+$387K	0.12%	128

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

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

Weaver Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 17,087 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #75.

Weaver Capital Management first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Weaver Capital Management held 17,087 shares of NextEra Energy worth $1.59M as of Q2 2026.
Weaver Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.35% of Weaver Capital Management's portfolio in Q2 2026, its #75 holding.
Weaver Capital Management first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Weaver Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.