Bolthouse Investments’s NextEra Energy NEE Stock Holding History

Bolthouse Investments’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	$892K	Hold	9,600	–	–	0.81%	25
2025 Q4	$771K	Hold	9,600	–	–	0.69%	29
2025 Q3	$725K	Hold	9,600	–	–	0.66%	30
2025 Q2	$666K	Hold	9,600	–	–	0.66%	32
2025 Q1	$681K	Hold	9,600	–	–	0.71%	30
2024 Q4	$688K	Buy	+9,600	New	+$746K	0.64%	31

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

Bolthouse Investments's NEE Position: Q1 2026 in Review

Bolthouse Investments held its NextEra Energy (NEE) position steady in Q1 2026 at 9,600 shares worth $892K. The position accounts for 0.81% of the portfolio, ranked #25.

Bolthouse Investments first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Bolthouse Investments held 9,600 shares of NextEra Energy worth $892K as of Q1 2026.
Bolthouse Investments left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.81% of Bolthouse Investments's portfolio in Q1 2026, its #25 holding.
Bolthouse Investments first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.