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AGF Management’s NextEra Energy NEE Stock Holding History

AGF 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 		$15.1M Buy
162,839
+13,309
+9% +$1.18M 0.07% 170
2025
Q4 		$12M Buy
149,530
+19,665
+15% +$1.63M 0.05% 182
2025
Q3 		$9.8M Sell
129,865
-49,829
-28% -$3.64M 0.04% 225
2025
Q2 		$12.5M Sell
179,694
-30,367
-14% -$2.11M 0.06% 193
2025
Q1 		$14.9M Sell
210,061
-957,408
-82% -$67.6M 0.08% 165
2024
Q4 		$83.7M Buy
1,167,469
+447,663
+62% +$34.8M 0.42% 72
2024
Q3 		$60.8M Sell
719,806
-348,703
-33% -$27.2M 0.31% 98
2024
Q2 		$75.7M Sell
1,068,509
-336,369
-24% -$23.9M 0.42% 76
2024
Q1 		$89.8M Buy
1,404,878
+498,991
+55% +$29.2M 0.5% 67
2023
Q4 		$55M Sell
905,887
-35,946
-4% -$2.05M 0.32% 99
2023
Q3 		$54M Buy
941,833
+218,621
+30% +$15.1M 0.38% 92
2023
Q2 		$53.7M Sell
723,212
-146,054
-17% -$11.1M 0.39% 86
2023
Q1 		$67M Buy
869,266
+487,758
+128% +$37.5M 0.46% 74
2022
Q4 		$31.9M Buy
+381,508
New +$30.8M 0.23% 113

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

AGF Management's NEE Position: Q1 2026 in Review

AGF Management increased its NextEra Energy (NEE) stake by 8.9% in Q1 2026, buying an estimated $1.18M and bringing the position to 162,839 shares worth $15.1M. The position accounts for 0.07% of the portfolio, ranked #170.

AGF Management first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $89.8M in Q1 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AGF Management held 162,839 shares of NextEra Energy worth $15.1M as of Q1 2026.
  • AGF Management bought 13,309 NextEra Energy shares in Q1 2026, an estimated $1.18M.
  • NextEra Energy made up 0.07% of AGF Management's portfolio in Q1 2026, its #170 holding.
  • AGF Management first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's NextEra Energy position peaked at $89.8M in Q1 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.