Axa’s NextEra Energy NEE Stock Holding History

Axa’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	$1.54M	Sell	16,605 -3,739	-18%	-$332K	0.6%	24
2025 Q4	$1.63M	Sell	20,344 -3,497	-15%	-$290K	0.77%	24
2025 Q3	$1.8M	Sell	23,841 -1,218,749	-98%	-$89M	0.9%	20
2025 Q2	$86.3M	Sell	1,242,590 -18,146	-1%	-$1.26M	0.25%	84
2025 Q1	$89.4M	Buy	1,260,736 +98,330	+8%	+$6.94M	0.29%	70
2024 Q4	$83.3M	Sell	1,162,406 -94,715	-8%	-$7.36M	0.25%	79
2024 Q3	$106M	Sell	1,257,121 -416,311	-25%	-$32.5M	0.31%	68
2024 Q2	$118M	Buy	1,673,432 +122,951	+8%	+$8.72M	0.35%	58
2024 Q1	$99.1M	Buy	1,550,481 +17,243	+1%	+$1.01M	0.3%	69
2023 Q4	$93.1M	Sell	1,533,238 -87,382	-5%	-$4.98M	0.3%	80
2023 Q3	$92.8M	Sell	1,620,620 -17,300	-1%	-$1.2M	0.33%	73
2023 Q2	$122M	Sell	1,637,920 -104,458	-6%	-$7.91M	0.4%	54
2023 Q1	$134M	Sell	1,742,378 -179,982	-9%	-$13.8M	0.46%	41
2022 Q4	$161M	Buy	1,922,360 +190,289	+11%	+$15.4M	0.58%	30
2022 Q3	$136M	Sell	1,732,071 -23,710	-1%	-$2.01M	0.53%	30
2022 Q2	$136M	Sell	1,755,781 -83,972	-5%	-$6.39M	0.5%	39
2022 Q1	$156M	Buy	1,839,753 +117,730	+7%	+$9.44M	0.44%	38
2021 Q4	$161M	Buy	1,722,023 +62,219	+4%	+$5.38M	0.41%	50
2021 Q3	$130M	Buy	1,659,804 +226,555	+16%	+$18.3M	0.37%	59
2021 Q2	$105M	Buy	1,433,249 +35,147	+3%	+$2.64M	0.3%	74
2021 Q1	$106M	Buy	1,398,102 +75,317	+6%	+$5.88M	0.32%	69
2020 Q4	$102M	Buy	1,322,785 +145,141	+12%	+$10.9M	0.32%	66
2020 Q3	$20.4M	Sell	1,177,644 -55,264	-4%	-$3.82M	0.07%	284
2020 Q2	$74M	Buy	1,232,908 +13,856	+1%	+$829K	0.29%	82
2020 Q1	$73.3M	Buy	1,219,052 +127,592	+12%	+$8.02M	0.37%	63
2019 Q4	$66.1M	Sell	1,091,460 -28,788	-3%	-$1.68M	0.27%	91
2019 Q3	$65.3M	Sell	1,120,248 -48,964	-4%	-$2.65M	0.26%	101
2019 Q2	$59.9M	Buy	1,169,212 +9,160	+0.8%	+$451K	0.23%	119
2019 Q1	$56.1M	Buy	1,160,052 +202,248	+21%	+$9.25M	0.22%	126
2018 Q4	$41.6M	Sell	957,804 -350,384	-27%	-$15.3M	0.18%	147
2018 Q3	$54.8M	Buy	1,308,188 +46,816	+4%	+$1.99M	0.2%	140
2018 Q2	$52.7M	Buy	1,261,372 +10,156	+0.8%	+$410K	0.2%	131
2018 Q1	$51.1M	Sell	1,251,216 -363,880	-23%	-$14M	0.2%	137
2017 Q4	$63.1M	Buy	1,615,096 +82,964	+5%	+$3.2M	0.25%	113
2017 Q3	$56.1M	Buy	1,532,132 +76,240	+5%	+$2.79M	0.24%	116
2017 Q2	$51M	Sell	1,455,892 -149,632	-9%	-$5.11M	0.23%	124
2017 Q1	$51.5M	Sell	1,605,524 -35,840	-2%	-$1.13M	0.23%	123
2016 Q4	$49M	Sell	1,641,364 -280,840	-15%	-$8.39M	0.23%	128
2016 Q3	$58.8M	Buy	1,922,204 +50,464	+3%	+$1.59M	0.26%	113
2016 Q2	$61M	Buy	1,871,740 +15,640	+0.8%	+$470K	0.27%	102
2016 Q1	$54.9M	Buy	1,856,100 +66,340	+4%	+$1.86M	0.25%	115
2015 Q4	$46.5M	Buy	1,789,760 +230,268	+15%	+$5.83M	0.2%	147
2015 Q3	$38M	Buy	1,559,492 +60,712	+4%	+$1.54M	0.16%	174
2015 Q2	$36.7M	Buy	1,498,780 +360,024	+32%	+$9.15M	0.15%	177
2015 Q1	$29.6M	Buy	1,138,756 +141,084	+14%	+$3.72M	0.12%	200
2014 Q4	$26.5M	Buy	997,672 +99,612	+11%	+$2.52M	0.11%	216
2014 Q3	$21.1M	Sell	898,060 -60,816	-6%	-$1.47M	0.09%	253
2014 Q2	$24.6M	Buy	958,876 +254,892	+36%	+$6.2M	0.1%	229
2014 Q1	$16.8M	Sell	703,984 -36,132	-5%	-$819K	0.07%	282
2013 Q4	$15.8M	Buy	740,116 +51,316	+7%	+$1.08M	0.07%	288
2013 Q3	$13.8M	Sell	688,800 -73,580	-10%	-$1.52M	0.07%	298
2013 Q2	$15.5M	Buy	+762,380	New	+$15.1M	0.08%	249

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

Axa's NEE Position: Q1 2026 in Review

Axa reduced its NextEra Energy (NEE) stake by 18% in Q1 2026, selling an estimated $332K and leaving 16,605 shares worth $1.54M. The position accounts for 0.6% of the portfolio, ranked #24.

Axa first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $161M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Axa held 16,605 shares of NextEra Energy worth $1.54M as of Q1 2026.
Axa sold 3,739 NextEra Energy shares in Q1 2026, an estimated $332K.
NextEra Energy made up 0.6% of Axa's portfolio in Q1 2026, its #24 holding.
Axa first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Axa's NextEra Energy position peaked at $161M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Axa's 13F filing for Q1 2026, filed 15 May 2026.