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Whetstone Capital Advisors’s NextEra Energy NEE Stock Holding History

Whetstone Capital Advisors’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 		$241K Hold
2,746
– – 0.06% 64
2026
Q1 		$255K Sell
2,746
-101
-4% -$8.98K 0.09% 39
2025
Q4 		$229K Sell
2,847
-424
-13% -$35.1K 0.07% 36
2025
Q3 		$247K Buy
+3,271
New +$239K 0.07% 31

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whetstone Capital Advisors's NEE Position: Q2 2026 in Review

Whetstone Capital Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 2,746 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #64.

Whetstone Capital Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Whetstone Capital Advisors held 2,746 shares of NextEra Energy worth $241K as of Q2 2026.
  • Whetstone Capital Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.06% of Whetstone Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Whetstone Capital Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Whetstone Capital Advisors's NextEra Energy position peaked at $255K in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.