Benson Investment Management Company’s NextEra Energy NEE Stock Holding History

Benson Investment Management Company’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	–	Sell	-80,085	Closed	-$6.43M	–	40
2025 Q4	$6.43M	Buy	80,085 +815	+1%	+$67.5K	2.24%	18
2025 Q3	$5.98M	Buy	79,270 +8,965	+13%	+$655K	2.04%	20
2025 Q2	$4.88M	Buy	70,305 +7,865	+13%	+$546K	1.85%	32
2025 Q1	$4.43M	Buy	+62,440	New	+$4.41M	1.93%	30
2022 Q4	–	Sell	-1,384	Closed	-$109K	–	59
2022 Q3	$109K	Hold	1,384	–	–	0.08%	45
2022 Q2	$107K	Hold	1,384	–	–	0.07%	48
2022 Q1	$117K	Hold	1,384	–	–	0.06%	48
2021 Q4	$129K	Hold	1,384	–	–	0.06%	45
2021 Q3	$109K	Hold	1,384	–	–	0.06%	53
2021 Q2	$101K	Hold	1,384	–	–	0.05%	53
2021 Q1	$105K	Hold	1,384	–	–	0.06%	47
2020 Q4	$107K	Hold	1,384	–	–	0.07%	43
2020 Q3	$96K	Hold	1,384	–	–	0.06%	45
2020 Q2	$83K	Hold	1,384	–	–	0.06%	46
2020 Q1	$83K	Hold	1,384	–	–	0.07%	44
2019 Q4	$84K	Hold	1,384	–	–	0.05%	46
2019 Q3	$81K	Hold	1,384	–	–	0.06%	47
2019 Q2	$71K	Hold	1,384	–	–	0.05%	46
2019 Q1	$67K	Hold	1,384	–	–	0.05%	48
2018 Q4	$60K	Hold	1,384	–	–	0.05%	50
2018 Q3	$58K	Hold	1,384	–	–	0.04%	52
2018 Q2	$58K	Hold	1,384	–	–	0.05%	53
2018 Q1	$57K	Buy	+1,384	New	+$53.4K	0.05%	58
2017 Q4	–	Sell	-1,384	Closed	-$51K	–	75
2017 Q3	$51K	Hold	1,384	–	–	0.04%	63
2017 Q2	$48K	Hold	1,384	–	–	0.04%	64
2017 Q1	$44K	Hold	1,384	–	–	0.04%	62
2016 Q4	$41K	Buy	+1,384	New	+$41.4K	0.04%	64

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

Benson Investment Management Company's NEE Position: Q1 2026 in Review

Benson Investment Management Company sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 80,085 shares — an estimated $6.43M sold.

Benson Investment Management Company first reported a position in NEE in Q4 2016 and held it in 27 quarters. The position peaked at $6.43M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Benson Investment Management Company reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Benson Investment Management Company sold 80,085 NextEra Energy shares in Q1 2026, an estimated $6.43M.
Benson Investment Management Company first reported a position in NextEra Energy in Q4 2016 and held it in 27 quarters.
Benson Investment Management Company's NextEra Energy position peaked at $6.43M in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.