Beck Mack & Oliver’s NextEra Energy NEE Stock Holding History

Beck Mack & Oliver’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	$1.38M	Sell	14,827 -1	-0%	-$89	0.03%	103
2025 Q4	$1.19M	Hold	14,828	–	–	0.02%	108
2025 Q3	$1.12M	Hold	14,828	–	–	0.02%	107
2025 Q2	$1.03M	Hold	14,828	–	–	0.02%	105
2025 Q1	$1.05M	Hold	14,828	–	–	0.02%	107
2024 Q4	$1.06M	Sell	14,828 -40	-0.3%	-$3.11K	0.02%	104
2024 Q3	$1.26M	Sell	14,868 -1,460	-9%	-$114K	0.02%	99
2024 Q2	$1.16M	Sell	16,328 -10	-0.1%	-$710	0.02%	102
2024 Q1	$1.04M	Hold	16,338	–	–	0.02%	110
2023 Q4	$992K	Hold	16,338	–	–	0.02%	106
2023 Q3	$936K	Buy	16,338 +10	+0.1%	+$692	0.02%	103
2023 Q2	$1.21M	Sell	16,328 -33	-0.2%	-$2.5K	0.03%	95
2023 Q1	$1.26M	Hold	16,361	–	–	0.04%	93
2022 Q4	$1.37M	Buy	16,361 +33	+0.2%	+$2.67K	0.04%	95
2022 Q3	$1.28M	Sell	16,328 -51	-0.3%	-$4.33K	0.04%	95
2022 Q2	$1.27M	Sell	16,379 -4,649	-22%	-$354K	0.04%	98
2022 Q1	$1.78M	Sell	21,028 -1,700	-7%	-$136K	0.04%	94
2021 Q4	$2.12M	Hold	22,728	–	–	0.05%	89
2021 Q3	$1.78M	Buy	22,728 +4,320	+23%	+$348K	0.05%	92
2021 Q2	$1.35M	Hold	18,408	–	–	0.04%	102
2021 Q1	$1.39M	Hold	18,408	–	–	0.04%	96
2020 Q4	$1.42M	Sell	18,408 -5,480	-23%	-$410K	0.05%	96
2020 Q3	$1.66M	Sell	23,888 -3,200	-12%	-$221K	0.06%	86
2020 Q2	$1.63M	Buy	27,088 +7,200	+36%	+$431K	0.06%	84
2020 Q1	$1.2M	Sell	19,888 -4,000	-17%	-$251K	0.05%	91
2019 Q4	$1.45M	Sell	23,888 -400	-2%	-$23.4K	0.05%	95
2019 Q3	$1.42M	Sell	24,288 -4,000	-14%	-$216K	0.05%	95
2019 Q2	$1.45M	Sell	28,288 -10,400	-27%	-$512K	0.05%	95
2019 Q1	$1.87M	Hold	38,688	–	–	0.07%	87
2018 Q4	$1.68M	Hold	38,688	–	–	0.07%	90
2018 Q3	$1.62M	Buy	38,688 +2,272	+6%	+$96.7K	0.05%	102
2018 Q2	$1.52M	Buy	36,416 +9,328	+34%	+$377K	0.05%	101
2018 Q1	$1.11M	Sell	27,088 -280	-1%	-$10.8K	0.04%	111
2017 Q4	$1.07M	Hold	27,368	–	–	0.04%	118
2017 Q3	$1M	Buy	27,368 +400	+1%	+$14.7K	0.03%	122
2017 Q2	$945K	Hold	26,968	–	–	0.03%	119
2017 Q1	$865K	Hold	26,968	–	–	0.03%	121
2016 Q4	$805K	Hold	26,968	–	–	0.03%	123
2016 Q3	$825K	Sell	26,968 -19,240	-42%	-$606K	0.03%	132
2016 Q2	$1.51M	Hold	46,208	–	–	0.05%	122
2016 Q1	$1.37M	Sell	46,208 -3,428	-7%	-$96.2K	0.05%	127
2015 Q4	$1.29M	Sell	49,636 -772	-2%	-$19.5K	0.04%	132
2015 Q3	$1.23M	Buy	50,408 +1,952	+4%	+$49.6K	0.04%	149
2015 Q2	$1.19M	Sell	48,456 -1,972	-4%	-$50.1K	0.03%	157
2015 Q1	$1.31M	Sell	50,428 -536	-1%	-$14.1K	0.03%	153
2014 Q4	$1.35M	Buy	50,964 +24	+0%	+$606	0.03%	152
2014 Q3	$1.2M	Buy	50,940 +24	+0%	+$580	0.03%	163
2014 Q2	$1.3M	Sell	50,916 -2,324	-4%	-$56.5K	0.03%	154
2014 Q1	$1.27M	Hold	53,240	–	–	0.03%	151
2013 Q4	$1.14M	Sell	53,240 -2,000	-4%	-$42.2K	0.03%	167
2013 Q3	$1.11M	Sell	55,240 -2,800	-5%	-$57.8K	0.03%	165
2013 Q2	$1.18M	Buy	+58,040	New	+$1.15M	0.03%	164

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

Beck Mack & Oliver's NEE Position: Q1 2026 in Review

Beck Mack & Oliver reduced its NextEra Energy (NEE) stake by 0.01% in Q1 2026, selling an estimated $89 and leaving 14,827 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #103.

Beck Mack & Oliver first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.12M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Beck Mack & Oliver held 14,827 shares of NextEra Energy worth $1.38M as of Q1 2026.
Beck Mack & Oliver sold 1 NextEra Energy share in Q1 2026, an estimated $89.
NextEra Energy made up 0.03% of Beck Mack & Oliver's portfolio in Q1 2026, its #103 holding.
Beck Mack & Oliver first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Beck Mack & Oliver's NextEra Energy position peaked at $2.12M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.