Zevenbergen Capital Investments’s NextEra Energy NEE Stock Holding History

Zevenbergen Capital Investments’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	$2.2M	Buy	25,073 +12,505	+99%	+$1.13M	0.05%	86
2026 Q1	$1.17M	Buy	12,568 +3,460	+38%	+$308K	0.03%	96
2025 Q4	$731K	Buy	9,108 +480	+6%	+$39.8K	0.02%	96
2025 Q3	$651K	Sell	8,628 -11,260	-57%	-$823K	0.01%	93
2025 Q2	$1.38M	Sell	19,888 -1,515	-7%	-$105K	0.03%	88
2025 Q1	$1.52M	Buy	21,403 +4,005	+23%	+$283K	0.04%	86
2024 Q4	$1.25M	Buy	17,398 +2,470	+17%	+$192K	0.03%	84
2024 Q3	$1.26M	Buy	14,928 +300	+2%	+$23.4K	0.03%	83
2024 Q2	$1.04M	Buy	+14,628	New	+$1.04M	0.02%	83

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Zevenbergen Capital Investments's NEE Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its NextEra Energy (NEE) stake by 99% in Q2 2026, buying an estimated $1.13M and bringing the position to 25,073 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #86.

Zevenbergen Capital Investments first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 1,735 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Zevenbergen Capital Investments held 25,073 shares of NextEra Energy worth $2.2M as of Q2 2026.
Zevenbergen Capital Investments bought 12,505 NextEra Energy shares in Q2 2026, an estimated $1.13M.
NextEra Energy made up 0.05% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #86 holding.
Zevenbergen Capital Investments first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
1,735 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.