Weiss Asset Management’s NextEra Energy NEE Stock Holding History

Weiss Asset 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	$3.86M	Buy	+43,980	New	+$3.98M	0.04%	264
2025 Q2	–	Sell	-29,434	Closed	-$2.09M	–	495
2025 Q1	$2.09M	Sell	29,434 -149,674	-84%	-$10.6M	0.04%	163
2024 Q4	$12.8M	Buy	+179,108	New	+$13.9M	0.24%	94
2024 Q2	–	Sell	-991,655	Closed	-$63.4M	–	378
2024 Q1	$63.4M	Buy	991,655 +85,097	+9%	+$4.99M	2.18%	8
2023 Q4	$55.1M	Buy	906,558 +722,996	+394%	+$41.2M	2.63%	6
2023 Q3	$10.5M	Buy	+183,562	New	+$12.7M	0.62%	33
2023 Q2	–	Sell	-1	Closed	-$76	–	287
2023 Q1	$77	Buy	+1	New	+$77	﹤0.01%	331
2022 Q4	–	Sell	-64,100	Closed	-$5.18M	–	620
2022 Q3	$5.03M	Buy	+64,100	New	+$5.44M	0.12%	232
2022 Q2	–	Sell	-10,993	Closed	-$837K	–	756
2022 Q1	$931K	Buy	+10,993	New	+$881K	0.02%	570
2019 Q1	–	Sell	-271,100	Closed	-$11.8M	–	471
2018 Q4	$11.8M	Buy	271,100 +111,204	+70%	+$4.86M	0.83%	34
2018 Q3	$6.7M	Buy	+159,896	New	+$6.81M	0.52%	49

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

Weiss Asset Management's NEE Position: Q2 2026 in Review

Weiss Asset Management opened a new position in NextEra Energy (NEE) in Q2 2026: 43,980 shares worth $3.86M. The stake represents 0.04% of the portfolio and ranks #264 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in NEE as recently as Q1 2025.

Weiss Asset Management first reported a position in NEE in Q3 2018 and has held it in 11 quarters since. The position peaked at $63.4M in Q1 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Weiss Asset Management held 43,980 shares of NextEra Energy worth $3.86M as of Q2 2026.
NextEra Energy was a new Weiss Asset Management position in Q2 2026.
NextEra Energy made up 0.04% of Weiss Asset Management's portfolio in Q2 2026, its #264 holding.
Weiss Asset Management first reported a position in NextEra Energy in Q3 2018 and has held it in 11 quarters since.
Weiss Asset Management's NextEra Energy position peaked at $63.4M in Q1 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.