Athena Investment Management’s NextEra Energy NEE Stock Holding History

Athena 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	$531K	Hold	5,713	–	–	0.28%	87
2025 Q4	$459K	Sell	5,713 -75	-1%	-$6.21K	0.24%	95
2025 Q3	$437K	Hold	5,788	–	–	0.23%	99
2025 Q2	$402K	Hold	5,788	–	–	0.22%	103
2025 Q1	$410K	Sell	5,788 -170	-3%	-$12K	0.25%	96
2024 Q4	$427K	Hold	5,958	–	–	0.25%	97
2024 Q3	$504K	Hold	5,958	–	–	0.29%	80
2024 Q2	$422K	Hold	5,958	–	–	0.26%	92
2024 Q1	$381K	Buy	5,958 +150	+3%	+$8.79K	0.23%	105
2023 Q4	$353K	Buy	5,808 +495	+9%	+$28.2K	0.23%	100
2023 Q3	$304K	Hold	5,313	–	–	0.22%	104
2023 Q2	$394K	Hold	5,313	–	–	0.27%	88
2023 Q1	$410K	Hold	5,313	–	–	0.29%	80
2022 Q4	$444K	Buy	5,313 +438	+9%	+$35.4K	0.33%	71
2022 Q3	$382K	Sell	4,875 -288	-6%	-$24.4K	0.32%	77
2022 Q2	$400K	Hold	5,163	–	–	0.32%	78
2022 Q1	$440K	Buy	+5,163	New	+$414K	0.34%	66

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

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

Athena Investment Management held its NextEra Energy (NEE) position steady in Q1 2026 at 5,713 shares worth $531K. The position accounts for 0.28% of the portfolio, ranked #87.

Athena Investment Management first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Athena Investment Management held 5,713 shares of NextEra Energy worth $531K as of Q1 2026.
Athena Investment Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.28% of Athena Investment Management's portfolio in Q1 2026, its #87 holding.
Athena Investment Management first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.