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Altshuler Shaham’s NextEra Energy NEE Stock Holding History

Altshuler Shaham’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 		$109M Buy
1,172,972
+204,712
+21% +$18.2M 1.97% 18
2025
Q4 		$77.7M Buy
968,260
+956,564
+8,179% +$79.2M 1.18% 29
2025
Q3 		$883K Buy
11,696
+3,170
+37% +$232K 0.01% 95
2025
Q2 		$592K Buy
8,526
+2,255
+36% +$157K 0.02% 100
2025
Q1 		$445K Buy
6,271
+4,317
+221% +$305K 0.01% 89
2024
Q4 		$140K Buy
+1,954
New +$152K ﹤0.01% 110
2020
Q2 		– Sell
-2,480
Closed -$149K – 497
2020
Q1 		$149K Sell
2,480
-1,784
-42% -$112K 0.01% 129
2019
Q4 		$258K Buy
4,264
+512
+14% +$29.9K 0.01% 127
2019
Q3 		$217K Buy
3,752
+1,932
+106% +$105K 0.01% 133
2019
Q2 		$93K Buy
1,820
+908
+100% +$44.7K ﹤0.01% 147
2019
Q1 		$44K Buy
912
+304
+50% +$13.9K ﹤0.01% 149
2018
Q4 		$26K Buy
608
+36
+6% +$1.57K ﹤0.01% 156
2018
Q3 		$24K Buy
572
+476
+496% +$20.3K ﹤0.01% 163
2018
Q2 		$4K Sell
96
-348
-78% -$14.1K ﹤0.01% 191
2018
Q1 		$18K Sell
444
-40
-8% -$1.54K ﹤0.01% 140
2017
Q4 		$19K Buy
+484
New +$18.7K ﹤0.01% 124

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

Altshuler Shaham's NEE Position: Q1 2026 in Review

Altshuler Shaham increased its NextEra Energy (NEE) stake by 21% in Q1 2026, buying an estimated $18.2M and bringing the position to 1,172,972 shares worth $109M. The position accounts for 1.97% of the portfolio, ranked #18.

Altshuler Shaham first reported a position in NEE in Q4 2017 and has held it in 16 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Altshuler Shaham held 1,172,972 shares of NextEra Energy worth $109M as of Q1 2026.
  • Altshuler Shaham bought 204,712 NextEra Energy shares in Q1 2026, an estimated $18.2M.
  • NextEra Energy made up 1.97% of Altshuler Shaham's portfolio in Q1 2026, its #18 holding.
  • Altshuler Shaham first reported a position in NextEra Energy in Q4 2017 and has held it in 16 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.