Aventail Capital Group’s NextEra Energy NEE Stock Holding History

Aventail Capital Group’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	$19.3M	Buy	207,722 +54,574	+36%	+$4.85M	0.93%	38
2025 Q4	$12.3M	Sell	153,148 -165,923	-52%	-$13.7M	0.71%	37
2025 Q3	$24.1M	Sell	319,071 -459,151	-59%	-$33.5M	1.12%	27
2025 Q2	$54M	Buy	778,222 +194,652	+33%	+$13.5M	2.38%	12
2025 Q1	$41.4M	Buy	583,570 +83,570	+17%	+$5.9M	2.04%	16
2024 Q4	$35.8M	Sell	500,000 -47,042	-9%	-$3.65M	1.84%	21
2024 Q3	$46.2M	Buy	547,042 +124,247	+29%	+$9.7M	2.72%	12
2024 Q2	$29.9M	Buy	422,795 +338,795	+403%	+$24M	2.09%	16
2024 Q1	$5.37M	Buy	+84,000	New	+$4.92M	0.41%	47
2023 Q1	–	Sell	-20,000	Closed	-$1.67M	–	63
2022 Q4	$1.67M	Sell	20,000 -278,641	-93%	-$22.5M	0.2%	39
2022 Q3	$23.4M	Buy	+298,641	New	+$25.3M	1.79%	19
2021 Q1	–	Sell	-203,000	Closed	-$15.7M	–	65
2020 Q4	$15.7M	Buy	+203,000	New	+$15.2M	8.15%	1

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

Aventail Capital Group's NEE Position: Q1 2026 in Review

Aventail Capital Group increased its NextEra Energy (NEE) stake by 36% in Q1 2026, buying an estimated $4.85M and bringing the position to 207,722 shares worth $19.3M. The position accounts for 0.93% of the portfolio, ranked #38.

Aventail Capital Group first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $54M in Q2 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aventail Capital Group held 207,722 shares of NextEra Energy worth $19.3M as of Q1 2026.
Aventail Capital Group bought 54,574 NextEra Energy shares in Q1 2026, an estimated $4.85M.
NextEra Energy made up 0.93% of Aventail Capital Group's portfolio in Q1 2026, its #38 holding.
Aventail Capital Group first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
Aventail Capital Group's NextEra Energy position peaked at $54M in Q2 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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