Boston Research & Management’s NextEra Energy NEE Stock Holding History

Boston Research & Management’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	$6.87M	Sell	73,976 -635	-0.9%	-$56.5K	1.63%	21
2025 Q4	$5.99M	Sell	74,611 -2,410	-3%	-$200K	1.38%	28
2025 Q3	$5.81M	Buy	77,021 +98	+0.1%	+$7.16K	1.28%	30
2025 Q2	$5.34M	Buy	76,923 +2,145	+3%	+$149K	1.28%	34
2025 Q1	$5.3M	Buy	74,778 +56	+0.1%	+$3.95K	1.32%	31
2024 Q4	$5.36M	Buy	74,722 +823	+1%	+$63.9K	1.31%	31
2024 Q3	$6.25M	Buy	73,899 +1,155	+2%	+$90.1K	1.47%	27
2024 Q2	$5.15M	Buy	72,744 +2,190	+3%	+$155K	1.3%	29
2024 Q1	$4.51M	Buy	70,554 +2,332	+3%	+$137K	1.11%	42
2023 Q4	$4.14M	Buy	68,222 +3,002	+5%	+$171K	1.1%	43
2023 Q3	$3.74M	Buy	65,220 +2,405	+4%	+$166K	1.1%	42
2023 Q2	$4.66M	Buy	62,815 +1,989	+3%	+$151K	1.32%	34
2023 Q1	$4.69M	Buy	60,826 +2,400	+4%	+$185K	1.4%	30
2022 Q4	$4.88M	Buy	58,426 +2,265	+4%	+$183K	1.51%	25
2022 Q3	$4.4M	Buy	56,161 +240	+0.4%	+$20.4K	1.5%	26
2022 Q2	$4.33M	Buy	55,921 +3,040	+6%	+$231K	1.4%	30
2022 Q1	$4.48M	Buy	52,881 +1,810	+4%	+$145K	1.3%	34
2021 Q4	$4.77M	Buy	51,071 +310	+0.6%	+$26.8K	1.3%	32
2021 Q3	$3.98M	Buy	50,761 +5,700	+13%	+$460K	1.19%	37
2021 Q2	$3.3M	Buy	45,061 +7,005	+18%	+$526K	1%	42
2021 Q1	$2.88M	Buy	38,056 +7,609	+25%	+$594K	0.93%	44
2020 Q4	$2.35M	Buy	30,447 +7,903	+35%	+$591K	0.82%	48
2020 Q3	$1.56M	Buy	22,544 +1,168	+5%	+$80.6K	0.61%	55
2020 Q2	$1.28M	Buy	21,376 +7,096	+50%	+$425K	0.53%	57
2020 Q1	$859K	Hold	14,280	–	–	0.43%	56
2019 Q4	$864K	Hold	14,280	–	–	0.32%	62
2019 Q3	$831K	Hold	14,280	–	–	0.33%	62
2019 Q2	$731K	Hold	14,280	–	–	0.3%	66
2019 Q1	$690K	Hold	14,280	–	–	0.29%	68
2018 Q4	$620K	Hold	14,280	–	–	0.3%	67
2018 Q3	$598K	Hold	14,280	–	–	0.27%	69
2018 Q2	$596K	Sell	14,280 -280	-2%	-$11.3K	0.29%	68
2018 Q1	$594K	Hold	14,560	–	–	0.3%	68
2017 Q4	$568K	Hold	14,560	–	–	0.28%	68
2017 Q3	$533K	Hold	14,560	–	–	0.27%	68
2017 Q2	$510K	Hold	14,560	–	–	0.28%	69
2017 Q1	$467K	Hold	14,560	–	–	0.25%	71
2016 Q4	$434K	Hold	14,560	–	–	0.25%	74
2016 Q3	$445K	Hold	14,560	–	–	0.26%	73
2016 Q2	$474K	Hold	14,560	–	–	0.29%	70
2016 Q1	$430K	Hold	14,560	–	–	0.27%	73
2015 Q4	$378K	Hold	14,560	–	–	0.24%	81
2015 Q3	$355K	Hold	14,560	–	–	0.23%	82
2015 Q2	$356K	Hold	14,560	–	–	0.23%	81
2015 Q1	$378K	Sell	14,560 -2,000	-12%	-$52.8K	0.24%	79
2014 Q4	$440K	Hold	16,560	–	–	0.28%	78
2014 Q3	$388K	Hold	16,560	–	–	0.26%	75
2014 Q2	$424K	Buy	16,560 +2,000	+14%	+$48.7K	0.29%	71
2014 Q1	$348K	Hold	14,560	–	–	0.26%	76
2013 Q4	$311K	Hold	14,560	–	–	0.24%	76
2013 Q3	$291K	Hold	14,560	–	–	0.25%	77
2013 Q2	$296K	Buy	+14,560	New	+$289K	0.26%	73

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

Boston Research & Management's NEE Position: Q1 2026 in Review

Boston Research & Management reduced its NextEra Energy (NEE) stake by 0.85% in Q1 2026, selling an estimated $56.5K and leaving 73,976 shares worth $6.87M. The position accounts for 1.63% of the portfolio, ranked #21.

Boston Research & Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Boston Research & Management held 73,976 shares of NextEra Energy worth $6.87M as of Q1 2026.
Boston Research & Management sold 635 NextEra Energy shares in Q1 2026, an estimated $56.5K.
NextEra Energy made up 1.63% of Boston Research & Management's portfolio in Q1 2026, its #21 holding.
Boston Research & Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.