Academy Capital Management’s NextEra Energy NEE Stock Holding History

Academy Capital Management’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 Q1	$652K	Hold	7,016	–	–	0.09%	28
2025 Q4	$563K	Hold	7,016	–	–	0.07%	28
2025 Q3	$530K	Hold	7,016	–	–	0.08%	29
2025 Q2	$487K	Sell	7,016 -2,192	-24%	-$152K	0.07%	29
2025 Q1	$653K	Sell	9,208 -440	-5%	-$31.1K	0.11%	24
2024 Q4	$692K	Hold	9,648	–	–	0.11%	25
2024 Q3	$816K	Hold	9,648	–	–	0.14%	23
2024 Q2	$683K	Sell	9,648 -123	-1%	-$8.73K	0.12%	23
2024 Q1	$624K	Buy	9,771 +123	+1%	+$7.21K	0.12%	23
2023 Q4	$586K	Hold	9,648	–	–	0.12%	25
2023 Q3	$553K	Hold	9,648	–	–	0.12%	24
2023 Q2	$716K	Hold	9,648	–	–	0.14%	25
2023 Q1	$744K	Hold	9,648	–	–	0.16%	25
2022 Q4	$807K	Hold	9,648	–	–	0.17%	25
2022 Q3	$756K	Hold	9,648	–	–	0.16%	25
2022 Q2	$747K	Buy	+9,648	New	+$735K	0.14%	27

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Academy Capital Management's NEE Position: Q1 2026 in Review

Academy Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 7,016 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #28.

Academy Capital Management first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. The position peaked at $816K in Q3 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Academy Capital Management held 7,016 shares of NextEra Energy worth $652K as of Q1 2026.
Academy Capital Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.09% of Academy Capital Management's portfolio in Q1 2026, its #28 holding.
Academy Capital Management first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
Academy Capital Management's NextEra Energy position peaked at $816K in Q3 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Academy Capital Management's 13F filing for Q1 2026, filed 14 May 2026.