Bank of Montreal’s NextEra Energy NEE Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-100,000	Closed	-$7.55M	–	3759
2025 Q3	$7.55M	Buy	+100,000	New	+$7.31M	﹤0.01%	1155
2024 Q4	–	Sell	-180,000	Closed	-$15.2M	–	3811
2024 Q3	$15.2M	Buy	+180,000	New	+$14M	0.01%	887
2023 Q4	–	Sell	-117,600	Closed	-$8.12M	–	4203
2023 Q3	$8.12M	Sell	117,600 -14,400	-11%	-$997K	﹤0.01%	1073
2023 Q2	$10M	Hold	132,000	–	–	﹤0.01%	1004
2023 Q1	$10.2M	Buy	+132,000	New	+$10.2M	﹤0.01%	939
2021 Q1	–	Sell	-151,900	Closed	-$12.1M	–	5262
2020 Q4	$12.1M	Sell	151,900 -42,100	-22%	-$3.15M	0.01%	922
2020 Q3	$14.1M	Buy	+194,000	New	+$13.4M	0.01%	712
2019 Q2	–	Sell	-72,000	Closed	-$3.48M	–	5014
2019 Q1	$3.48M	Buy	+72,000	New	+$3.29M	﹤0.01%	1364

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's NEE Position: Q1 2026 in Review

Bank of Montreal reduced its NextEra Energy (NEE) stake by 26% in Q1 2026, selling an estimated $143M and leaving 4,670,849 shares worth $434M. The position accounts for 0.16% of the portfolio, ranked #110.

Bank of Montreal first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $609M in Q4 2021. 3,038 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bank of Montreal held 4,670,849 shares of NextEra Energy worth $434M as of Q1 2026.
Bank of Montreal sold 1,610,642 NextEra Energy shares in Q1 2026, an estimated $143M.
NextEra Energy made up 0.16% of Bank of Montreal's portfolio in Q1 2026, its #110 holding.
Bank of Montreal first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
Bank of Montreal's NextEra Energy position peaked at $609M in Q4 2021.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.