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Addison Capital’s NextEra Energy NEE Stock Holding History

Addison Capital’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 		$1.25M Buy
13,438
+454
+3% +$40.4K 0.22% 85
2025
Q4 		$1.04M Buy
12,984
+3
+0% +$248 0.26% 74
2025
Q3 		$980K Sell
12,981
-37
-0.3% -$2.7K 0.29% 73
2025
Q2 		$904K Sell
13,018
-24
-0.2% -$1.67K 0.31% 71
2025
Q1 		$925K Sell
13,042
-1,075
-8% -$75.9K 0.36% 66
2024
Q4 		$1.01M Sell
14,117
-134
-0.9% -$10.4K 0.4% 65
2024
Q3 		$1.2M Buy
14,251
+5
+0% +$390 0.49% 53
2024
Q2 		$1.01M Buy
14,246
+5
+0% +$355 0.44% 57
2024
Q1 		$910K Buy
14,241
+496
+4% +$29.1K 0.45% 54
2023
Q4 		$835K Buy
+13,745
New +$783K 0.52% 48
2023
Q2 		– Sell
-4,796
Closed -$370K – 107
2023
Q1 		$370K Buy
4,796
+532
+12% +$40.9K 0.28% 71
2022
Q4 		$357K Sell
4,264
-106
-2% -$8.56K 0.22% 90
2022
Q3 		$342K Sell
4,370
-298
-6% -$25.3K 0.21% 91
2022
Q2 		$362K Buy
4,668
+826
+21% +$62.9K 0.21% 91
2022
Q1 		$326K Buy
+3,842
New +$308K 0.16% 108
2015
Q2 		– Sell
-69,164
Closed -$1.8M – 92
2015
Q1 		$1.8M Sell
69,164
-936
-1% -$24.7K 1.46% 31
2014
Q4 		$1.86M Sell
70,100
-3,732
-5% -$94.2K 1.57% 32
2014
Q3 		$1.73M Buy
73,832
+64
+0.1% +$1.54K 1.52% 33
2014
Q2 		$1.89M Sell
73,768
-196
-0.3% -$4.77K 1.63% 29
2014
Q1 		$1.77M Buy
73,964
+924
+1% +$20.9K 1.5% 28
2013
Q4 		$1.56M Buy
+73,040
New +$1.54M 1.44% 28

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Addison Capital's NEE Position: Q1 2026 in Review

Addison Capital increased its NextEra Energy (NEE) stake by 3.5% in Q1 2026, buying an estimated $40.4K and bringing the position to 13,438 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #85.

Addison Capital first reported a position in NEE in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.89M in Q2 2014. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Addison Capital held 13,438 shares of NextEra Energy worth $1.25M as of Q1 2026.
  • Addison Capital bought 454 NextEra Energy shares in Q1 2026, an estimated $40.4K.
  • NextEra Energy made up 0.22% of Addison Capital's portfolio in Q1 2026, its #85 holding.
  • Addison Capital first reported a position in NextEra Energy in Q4 2013 and has held it in 21 quarters since.
  • Addison Capital's NextEra Energy position peaked at $1.89M in Q2 2014.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Addison Capital's 13F filing for Q1 2026, filed 29 Apr 2026.