Wellington Group’s NextEra Energy NEE Stock Holding History

Wellington Group’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	–	Sell	-2,491	Closed	-$231K	–	295
2026 Q1	$231K	Sell	2,491 -70	-3%	-$6.22K	0.07%	138
2025 Q4	$206K	Buy	+2,561	New	+$212K	0.07%	143

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

Wellington Group's NEE Position: Q2 2026 in Review

Wellington Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,491 shares — an estimated $231K sold.

Wellington Group first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wellington Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 2,491 NextEra Energy shares in Q2 2026, an estimated $231K.
Wellington Group first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
Wellington Group's NextEra Energy position peaked at $231K in Q1 2026.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.