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
2026 Q1	$13.9M	Sell	150,000 -820,000	-85%	-$72.9M	0.01%	981
2025 Q4	$77.9M	Buy	970,000 +969,800	+484,900%	+$80.3M	0.03%	426
2025 Q3	$15.1K	Sell	200 -569,800	-100%	-$41.6M	﹤0.01%	3313
2025 Q2	$39.6M	Hold	570,000	–	–	0.02%	497
2025 Q1	$40.4M	Buy	+570,000	New	+$40.2M	0.02%	494
2023 Q1	–	Sell	-646,100	Closed	-$54.5M	–	4052
2022 Q4	$54.5M	Sell	646,100 -59,300	-8%	-$4.79M	0.02%	360
2022 Q3	$56.4K	Hold	705,400	–	–	0.02%	336
2022 Q2	$57K	Hold	705,400	–	–	0.03%	360
2022 Q1	$60.4M	Buy	+705,400	New	+$56.5M	0.03%	401
2021 Q4	–	Sell	-449,200	Closed	-$38.7M	–	3737
2021 Q3	$38.7M	Sell	449,200 -250,800	-36%	-$20.2M	0.02%	649
2021 Q2	$52.5M	Sell	700,000 -100,000	-13%	-$7.5M	0.03%	497
2021 Q1	$62.2M	Buy	800,000 +600,000	+300%	+$46.8M	0.04%	360
2020 Q4	$15.9M	Buy	+200,000	New	+$15M	0.01%	800
2020 Q1	–	Sell	-28,000	Closed	-$1.7M	–	4491
2019 Q4	$1.7M	Buy	+28,000	New	+$1.63M	﹤0.01%	1975

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. 3,037 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.
3,037 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.