Aquatic Capital Management’s NextEra Energy NEE Stock Holding History

Aquatic Capital 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	–	Sell	-31,548	Closed	-$2.53M	–	1671
2025 Q4	$2.53M	Sell	31,548 -243,207	-89%	-$20.1M	0.07%	326
2025 Q3	$20.7M	Buy	274,755 +243,158	+770%	+$17.8M	0.38%	60
2025 Q2	$2.19M	Buy	+31,597	New	+$2.19M	0.04%	449
2025 Q1	–	Sell	-297,532	Closed	-$21.3M	–	1511
2024 Q4	$21.3M	Buy	297,532 +217,832	+273%	+$16.9M	0.58%	37
2024 Q3	$6.74M	Buy	79,700 +20,200	+34%	+$1.58M	0.18%	149
2024 Q2	$4.21M	Buy	+59,500	New	+$4.22M	0.16%	137
2024 Q1	–	Sell	-99,400	Closed	-$6.04M	–	1494
2023 Q4	$6.04M	Buy	99,400 +29,300	+42%	+$1.67M	0.15%	150
2023 Q3	$4.02M	Buy	70,100 +28,000	+67%	+$1.94M	0.17%	150
2023 Q2	$3.12M	Sell	42,100 -189,100	-82%	-$14.3M	0.17%	141
2023 Q1	$17.8M	Buy	+231,200	New	+$17.8M	1.1%	11
2022 Q4	–	Sell	-14,400	Closed	-$1.13M	–	1662
2022 Q3	$1.13M	Buy	+14,400	New	+$1.22M	0.11%	239
2022 Q2	–	Sell	-2,200	Closed	-$186K	–	1443
2022 Q1	$186K	Buy	+2,200	New	+$176K	0.28%	77

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

Aquatic Capital Management's NEE Position: Q1 2026 in Review

Aquatic Capital Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 31,548 shares — an estimated $2.53M sold.

Aquatic Capital Management first reported a position in NEE in Q1 2022 and held it in 12 quarters. The position peaked at $21.3M in Q4 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aquatic Capital Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Aquatic Capital Management sold 31,548 NextEra Energy shares in Q1 2026, an estimated $2.53M.
Aquatic Capital Management first reported a position in NextEra Energy in Q1 2022 and held it in 12 quarters.
Aquatic Capital Management's NextEra Energy position peaked at $21.3M in Q4 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.