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Arcadia Investment Management’s NextEra Energy NEE Stock Holding History

Arcadia 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 		$1.57M Buy
16,901
+450
+3% +$40K 0.27% 61
2025
Q4 		$1.32M Sell
16,451
-6,307
-28% -$522K 0.21% 62
2025
Q3 		$1.72M Sell
22,758
-1,300
-5% -$95K 0.26% 58
2025
Q2 		$1.67M Buy
24,058
+4,495
+23% +$312K 0.27% 59
2025
Q1 		$1.39M Sell
19,563
-319
-2% -$22.5K 0.25% 60
2024
Q4 		$1.43M Buy
19,882
+2,305
+13% +$179K 0.23% 61
2024
Q3 		$1.49M Sell
17,577
-4,395
-20% -$343K 0.24% 59
2024
Q2 		$1.56M Buy
21,972
+10
+0% +$710 0.27% 58
2024
Q1 		$1.4M Sell
21,962
-4,564
-17% -$267K 0.25% 61
2023
Q4 		$1.61M Sell
26,526
-6,164
-19% -$351K 0.31% 55
2023
Q3 		$1.87M Buy
32,690
+1,675
+5% +$116K 0.4% 54
2023
Q2 		$2.3M Buy
31,015
+12,280
+66% +$930K 0.47% 52
2023
Q1 		$1.44M Buy
18,735
+17,380
+1,283% +$1.34M 0.31% 60
2022
Q4 		$113K Buy
1,355
+205
+18% +$16.6K 0.03% 164
2022
Q3 		$90K Hold
1,150
– – 0.02% 157
2022
Q2 		$89K Hold
1,150
– – 0.02% 170
2022
Q1 		$97K Buy
1,150
+250
+28% +$20K 0.02% 172
2021
Q4 		$84K Buy
900
+100
+13% +$8.64K 0.01% 183
2021
Q3 		$63K Buy
800
+207
+35% +$16.7K 0.01% 184
2021
Q2 		$43K Buy
+593
New +$44.5K 0.01% 210

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

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

Arcadia Investment Management increased its NextEra Energy (NEE) stake by 2.7% in Q1 2026, buying an estimated $40K and bringing the position to 16,901 shares worth $1.57M. The position accounts for 0.27% of the portfolio, ranked #61.

Arcadia Investment Management first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.3M in Q2 2023. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Arcadia Investment Management held 16,901 shares of NextEra Energy worth $1.57M as of Q1 2026.
  • Arcadia Investment Management bought 450 NextEra Energy shares in Q1 2026, an estimated $40K.
  • NextEra Energy made up 0.27% of Arcadia Investment Management's portfolio in Q1 2026, its #61 holding.
  • Arcadia Investment Management first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • Arcadia Investment Management's NextEra Energy position peaked at $2.3M in Q2 2023.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.