Aspen Grove Capital’s NextEra Energy NEE Stock Holding History

Aspen Grove Capital’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	$295K	Hold	3,173	–	–	0.06%	139
2025 Q4	$255K	Hold	3,173	–	–	0.04%	157
2025 Q3	$240K	Sell	3,173 -3,097	-49%	-$226K	0.04%	172
2025 Q2	$435K	Buy	6,270 +874	+16%	+$60.7K	0.07%	127
2025 Q1	$383K	Buy	5,396 +333	+7%	+$23.5K	0.07%	137
2024 Q4	$363K	Buy	5,063 +2	+0%	+$155	0.08%	127
2024 Q3	$428K	Hold	5,061	–	–	0.09%	117
2024 Q2	$358K	Buy	5,061 +40	+0.8%	+$2.84K	0.08%	129
2024 Q1	$321K	Buy	5,021 +481	+11%	+$28.2K	0.09%	135
2023 Q4	$258K	Sell	4,540 -846	-16%	-$48.2K	0.08%	140
2023 Q3	$309K	Sell	5,386 -1,142	-17%	-$79.1K	0.11%	116
2023 Q2	$484K	Buy	6,528 +3,382	+108%	+$256K	0.16%	115
2023 Q1	$242K	Sell	3,146 -1,576	-33%	-$121K	0.11%	124
2022 Q4	$395K	Buy	+4,722	New	+$381K	0.18%	92

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

Aspen Grove Capital's NEE Position: Q1 2026 in Review

Aspen Grove Capital held its NextEra Energy (NEE) position steady in Q1 2026 at 3,173 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #139.

Aspen Grove Capital first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q2 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aspen Grove Capital held 3,173 shares of NextEra Energy worth $295K as of Q1 2026.
Aspen Grove Capital left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.06% of Aspen Grove Capital's portfolio in Q1 2026, its #139 holding.
Aspen Grove Capital first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Aspen Grove Capital's NextEra Energy position peaked at $484K in Q2 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.