American Assets Investment Management’s NextEra Energy NEE Stock Holding History

American Assets Investment 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	$4.64M	Hold	50,000	–	–	0.32%	82
2025 Q4	$4.01M	Hold	50,000	–	–	0.28%	86
2025 Q3	$3.77M	Hold	50,000	–	–	0.28%	93
2025 Q2	$3.47M	Hold	50,000	–	–	0.28%	93
2025 Q1	$3.54M	Hold	50,000	–	–	0.31%	89
2024 Q4	$3.58M	Hold	50,000	–	–	0.29%	86
2024 Q3	$4.23M	Hold	50,000	–	–	0.37%	82
2024 Q2	$3.54M	Hold	50,000	–	–	0.33%	88
2024 Q1	$3.2M	Hold	50,000	–	–	0.3%	93
2023 Q4	$3.04M	Hold	50,000	–	–	0.31%	92
2023 Q3	$2.86M	Hold	50,000	–	–	0.32%	92
2023 Q2	$3.71M	Hold	50,000	–	–	0.41%	76
2023 Q1	$3.85M	Hold	50,000	–	–	0.44%	75
2022 Q4	$4.18M	Hold	50,000	–	–	0.48%	66
2022 Q3	$3.92M	Hold	50,000	–	–	0.51%	63
2022 Q2	$3.87M	Hold	50,000	–	–	0.48%	65
2022 Q1	$4.24M	Hold	50,000	–	–	0.45%	70
2021 Q4	$4.67M	Buy	50,000 +35,000	+233%	+$3.02M	0.5%	67
2021 Q3	$1.18M	Buy	+15,000	New	+$1.21M	0.15%	128

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

American Assets Investment Management's NEE Position: Q1 2026 in Review

American Assets Investment Management held its NextEra Energy (NEE) position steady in Q1 2026 at 50,000 shares worth $4.64M. The position accounts for 0.32% of the portfolio, ranked #82.

American Assets Investment Management first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.67M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

American Assets Investment Management held 50,000 shares of NextEra Energy worth $4.64M as of Q1 2026.
American Assets Investment Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.32% of American Assets Investment Management's portfolio in Q1 2026, its #82 holding.
American Assets Investment Management first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
American Assets Investment Management's NextEra Energy position peaked at $4.67M in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on American Assets Investment Management's 13F filing for Q1 2026, filed 11 May 2026.