Zimmer Partners’s NextEra Energy NEE Stock Holding History

Zimmer Partners’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
2025 Q4	–	Sell	-200,000	Closed	-$15.1M	–	153
2025 Q3	$15.1M	Sell	200,000 -250,000	-56%	-$18.3M	0.33%	63
2025 Q2	$31.2M	Buy	+450,000	New	+$31.3M	0.68%	34
2023 Q4	–	Sell	-175,000	Closed	-$10M	–	130
2023 Q3	$10M	Buy	+175,000	New	+$12.1M	0.26%	53
2020 Q3	–	Sell	-640,000	Closed	-$38.4M	–	144
2020 Q2	$38.4M	Buy	+640,000	New	+$38.3M	0.52%	48

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

Zimmer Partners's NEE Position: Q2 2026 in Review

Zimmer Partners opened a new position in NextEra Energy (NEE) in Q2 2026: 109,690 shares worth $9.63M. The stake represents 0.22% of the portfolio and ranks #79 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in NEE as recently as Q3 2025.

Zimmer Partners first reported a position in NEE in Q2 2013 and has held it in 32 quarters since. The position peaked at $175M in Q1 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Zimmer Partners held 109,690 shares of NextEra Energy worth $9.63M as of Q2 2026.
NextEra Energy was a new Zimmer Partners position in Q2 2026.
NextEra Energy made up 0.22% of Zimmer Partners's portfolio in Q2 2026, its #79 holding.
Zimmer Partners first reported a position in NextEra Energy in Q2 2013 and has held it in 32 quarters since.
Zimmer Partners's NextEra Energy position peaked at $175M in Q1 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.