Arcus Capital Partners’s NextEra Energy NEE Stock Holding History

Arcus Capital Partners’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	-5,119	Closed	-$411K	–	144
2025 Q4	$411K	Buy	+5,119	New	+$424K	0.15%	94

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arcus Capital Partners's NEE Position: Q1 2026 in Review

Arcus Capital Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 5,119 shares — an estimated $411K sold.

Arcus Capital Partners first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $411K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Arcus Capital Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Arcus Capital Partners sold 5,119 NextEra Energy shares in Q1 2026, an estimated $411K.
Arcus Capital Partners first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
Arcus Capital Partners's NextEra Energy position peaked at $411K in Q4 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Arcus Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.