Stonebridge Financial Group, LLC/CA’s NextEra Energy NEE Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$529K	Buy	+6,027	New	+$545K	0.07%	168

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

VPM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's NEE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in NextEra Energy (NEE) in Q2 2026: 6,027 shares worth $529K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings.

2,624 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 6,027 shares of NextEra Energy worth $529K as of Q2 2026.
NextEra Energy was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
NextEra Energy made up 0.07% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #168 holding.
2,624 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.