Axiom Investment Management’s NextEra Energy NEE Stock Holding History

Axiom 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	$31.9K	Buy	+343	New	+$30.5K	0.02%	233
2022 Q4	–	Sell	-8,578	Closed	-$673K	–	295
2022 Q3	$673K	Hold	8,578	–	–	1.35%	17
2022 Q2	$664K	Hold	8,578	–	–	1.91%	17
2022 Q1	$727K	Sell	8,578 -1,133	-12%	-$90.8K	1.58%	19
2021 Q4	$908K	Sell	9,711 -1,000	-9%	-$86.4K	0.88%	29
2021 Q3	$841K	Hold	10,711	–	–	0.85%	28
2021 Q2	$784K	Buy	10,711 +6,294	+142%	+$472K	0.61%	42
2021 Q1	$334K	Buy	+4,417	New	+$345K	0.27%	89
2019 Q4	–	Sell	-9,032	Closed	-$527K	–	192
2019 Q3	$527K	Sell	9,032 -28,588	-76%	-$1.55M	0.4%	72
2019 Q2	$1.93M	Buy	37,620 +3,552	+10%	+$175K	0.35%	71
2019 Q1	$1.65M	Buy	34,068 +1,212	+4%	+$55.4K	0.31%	76
2018 Q4	$1.43M	Buy	+32,856	New	+$1.44M	0.3%	80

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

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

Axiom Investment Management opened a new position in NextEra Energy (NEE) in Q1 2026: 343 shares worth $31.9K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in NEE as recently as Q3 2022.

Axiom Investment Management first reported a position in NEE in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.93M in Q2 2019. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Axiom Investment Management held 343 shares of NextEra Energy worth $31.9K as of Q1 2026.
NextEra Energy was a new Axiom Investment Management position in Q1 2026.
NextEra Energy made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #233 holding.
Axiom Investment Management first reported a position in NextEra Energy in Q4 2018 and has held it in 12 quarters since.
Axiom Investment Management's NextEra Energy position peaked at $1.93M in Q2 2019.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.