Balyasny Asset Management’s NextEra Energy NEE Stock Holding History

Balyasny Asset 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	$4.02M	Sell	43,300 -331,900	-88%	-$29.5M	0.01%	1458
2025 Q4	$30.1M	Buy	375,200 +109,200	+41%	+$9.04M	0.04%	533
2025 Q3	$20.1M	Sell	266,000 -187,600	-41%	-$13.7M	0.03%	715
2025 Q2	$31.5M	Buy	453,600 +296,500	+189%	+$20.6M	0.05%	495
2025 Q1	$11.1M	Buy	157,100 +12,800	+9%	+$903K	0.02%	857
2024 Q4	$10.3M	Buy	144,300 +49,200	+52%	+$3.82M	0.02%	942
2024 Q3	$8.04M	Buy	95,100 +7,700	+9%	+$601K	0.01%	1053
2024 Q2	$6.19M	Buy	+87,400	New	+$6.2M	0.01%	1079
2024 Q1	–	Sell	-13,700	Closed	-$832K	–	2941
2023 Q4	$832K	Buy	13,700 +7,900	+136%	+$450K	﹤0.01%	1756
2023 Q3	$332K	Buy	+5,800	New	+$402K	﹤0.01%	1876

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

Balyasny Asset Management's NEE Position: Q1 2026 in Review

Balyasny Asset Management reduced its NextEra Energy (NEE) stake by 80% in Q1 2026, selling an estimated $26.8M and leaving 73,970 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #1219.

Balyasny Asset Management first reported a position in NEE in Q2 2013 and has held it in 41 quarters since. The position peaked at $97.3M in Q4 2017. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Balyasny Asset Management held 73,970 shares of NextEra Energy worth $6.87M as of Q1 2026.
Balyasny Asset Management sold 301,100 NextEra Energy shares in Q1 2026, an estimated $26.8M.
NextEra Energy made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1219 holding.
Balyasny Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 41 quarters since.
Balyasny Asset Management's NextEra Energy position peaked at $97.3M in Q4 2017.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.