Anchor Investment Management’s NextEra Energy NEE Stock Holding History

Anchor 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	$4.96M	Buy	53,402 +226	+0.4%	+$20.1K	0.41%	62
2025 Q4	$4.27M	Sell	53,176 -507	-0.9%	-$42K	0.35%	71
2025 Q3	$4.05M	Sell	53,683 -683	-1%	-$49.9K	0.34%	77
2025 Q2	$3.77M	Buy	54,366 +2,648	+5%	+$184K	0.33%	79
2025 Q1	$3.67M	Sell	51,718 -2,644	-5%	-$187K	0.34%	75
2024 Q4	$3.9M	Buy	54,362 +2,184	+4%	+$170K	0.36%	69
2024 Q3	$4.41M	Buy	52,178 +2,252	+5%	+$176K	0.42%	60
2024 Q2	$3.54M	Buy	49,926 +20,500	+70%	+$1.45M	0.36%	71
2024 Q1	$1.88M	Sell	29,426 -3,489	-11%	-$204K	0.2%	123
2023 Q4	$2M	Buy	32,915 +1,062	+3%	+$60.5K	0.23%	113
2023 Q3	$1.82M	Sell	31,853 -349	-1%	-$24.2K	0.24%	105
2023 Q2	$2.39M	Buy	32,202 +422	+1%	+$31.9K	0.31%	95
2023 Q1	$2.45M	Buy	31,780 +848	+3%	+$65.2K	0.33%	84
2022 Q4	$2.59M	Sell	30,932 -734	-2%	-$59.3K	0.37%	73
2022 Q3	$2.48M	Sell	31,666 -83	-0.3%	-$7.04K	0.39%	71
2022 Q2	$2.46M	Buy	31,749 +39	+0.1%	+$2.97K	0.36%	74
2022 Q1	$2.69M	Buy	31,710 +1,585	+5%	+$127K	0.34%	81
2021 Q4	$2.81M	Buy	30,125 +951	+3%	+$82.2K	0.35%	75
2021 Q3	$2.29M	Hold	29,174	–	–	0.32%	84
2021 Q2	$2.14M	Buy	29,174 +17	+0.1%	+$1.28K	0.3%	90
2021 Q1	$2.2M	Hold	29,157	–	–	0.34%	83
2020 Q4	$2.25M	Buy	29,157 +2,473	+9%	+$185K	0.4%	76
2020 Q3	$1.85M	Sell	26,684 -900	-3%	-$62.1K	0.38%	76
2020 Q2	$1.66M	Hold	27,584	–	–	0.37%	78
2020 Q1	$1.66M	Sell	27,584 -880	-3%	-$55.3K	0.43%	71
2019 Q4	$1.72M	Buy	28,464 +3,616	+15%	+$211K	0.37%	82
2019 Q3	$1.45M	Buy	24,848 +64	+0.3%	+$3.46K	0.33%	89
2019 Q2	$1.27M	Hold	24,784	–	–	0.3%	92
2019 Q1	$1.2M	Buy	24,784 +260	+1%	+$11.9K	0.3%	94
2018 Q4	$1.07M	Hold	24,524	–	–	0.3%	92
2018 Q3	$1.03M	Hold	24,524	–	–	0.24%	115
2018 Q2	$1.02M	Hold	24,524	–	–	0.25%	111
2018 Q1	$1M	Hold	24,524	–	–	0.26%	105
2017 Q4	$958K	Hold	24,524	–	–	0.25%	106
2017 Q3	$899K	Buy	24,524 +200	+0.8%	+$7.33K	0.26%	98
2017 Q2	$852K	Sell	24,324 -1,200	-5%	-$41K	0.28%	89
2017 Q1	$819K	Sell	25,524 -140	-0.5%	-$4.4K	0.28%	91
2016 Q4	$767K	Sell	25,664 -4,000	-13%	-$120K	0.29%	93
2016 Q3	$907K	Sell	29,664 -1,188	-4%	-$37.4K	0.35%	80
2016 Q2	$1.01M	Buy	30,852 +2,232	+8%	+$67K	0.4%	76
2016 Q1	$847K	Buy	+28,620	New	+$803K	0.35%	79

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

Anchor Investment Management's NEE Position: Q1 2026 in Review

Anchor Investment Management increased its NextEra Energy (NEE) stake by 0.43% in Q1 2026, buying an estimated $20.1K and bringing the position to 53,402 shares worth $4.96M. The position accounts for 0.41% of the portfolio, ranked #62.

Anchor Investment Management first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Anchor Investment Management held 53,402 shares of NextEra Energy worth $4.96M as of Q1 2026.
Anchor Investment Management bought 226 NextEra Energy shares in Q1 2026, an estimated $20.1K.
NextEra Energy made up 0.41% of Anchor Investment Management's portfolio in Q1 2026, its #62 holding.
Anchor Investment Management first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.