Boxwood Ventures’s NextEra Energy NEE Stock Holding History

Boxwood Ventures’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	$1.96M	Hold	21,124	–	–	2.08%	14
2025 Q4	$1.7M	Hold	21,124	–	–	1.71%	16
2025 Q3	$1.59M	Hold	21,124	–	–	1.78%	15
2025 Q2	$1.47M	Hold	21,124	–	–	1.9%	15
2025 Q1	$1.5M	Hold	21,124	–	–	2.14%	15
2024 Q4	$1.51M	Hold	21,124	–	–	2.03%	16
2024 Q3	$1.79M	Hold	21,124	–	–	2.76%	11
2024 Q2	$1.5M	Hold	21,124	–	–	2.4%	13
2024 Q1	$1.35M	Hold	21,124	–	–	2.38%	14
2023 Q4	$1.28M	Hold	21,124	–	–	2.46%	13
2023 Q3	$1.21M	Hold	21,124	–	–	2.45%	11
2023 Q2	$1.57M	Hold	21,124	–	–	2.97%	10
2023 Q1	$1.63M	Sell	21,124 -1,553	-7%	-$119K	3.36%	9
2022 Q4	$1.9M	Hold	22,677	–	–	3.4%	10
2022 Q3	$1.78M	Hold	22,677	–	–	4.01%	9
2022 Q2	$1.76M	Hold	22,677	–	–	4.16%	8
2022 Q1	$1.92M	Hold	22,677	–	–	4%	7
2021 Q4	$2.12M	Hold	22,677	–	–	4.33%	6
2021 Q3	$1.78M	Buy	+22,677	New	+$1.83M	4.15%	8

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

Boxwood Ventures's NEE Position: Q1 2026 in Review

Boxwood Ventures held its NextEra Energy (NEE) position steady in Q1 2026 at 21,124 shares worth $1.96M. The position accounts for 2.08% of the portfolio, ranked #14.

Boxwood Ventures first reported a position in NEE in Q3 2021 and has held it in 19 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.

Boxwood Ventures held 21,124 shares of NextEra Energy worth $1.96M as of Q1 2026.
Boxwood Ventures left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 2.08% of Boxwood Ventures's portfolio in Q1 2026, its #14 holding.
Boxwood Ventures first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
Boxwood Ventures'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 Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.