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Cabot Wealth Management’s NextEra Energy NEE Stock Holding History

Cabot Wealth 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 		– Sell
-26,253
Closed -$2.11M – 143
2025
Q4 		$2.11M Sell
26,253
-390
-1% -$32.3K 0.23% 78
2025
Q3 		$2.01M Hold
26,643
– – 0.22% 79
2025
Q2 		$1.85M Buy
26,643
+133
+0.5% +$9.24K 0.22% 83
2025
Q1 		$1.88M Buy
26,510
+422
+2% +$29.8K 0.24% 78
2024
Q4 		$1.87M Buy
26,088
+427
+2% +$33.2K 0.24% 80
2024
Q3 		$2.17M Sell
25,661
-78
-0.3% -$6.09K 0.27% 81
2024
Q2 		$1.82M Buy
25,739
+4
+0% +$284 0.24% 78
2024
Q1 		$1.64M Buy
+25,735
New +$1.51M 0.22% 85
2023
Q4 		– Sell
-12,907
Closed -$739K – 142
2023
Q3 		$739K Sell
12,907
-13,542
-51% -$937K 0.11% 98
2023
Q2 		$1.96M Sell
26,449
-773
-3% -$58.5K 0.29% 76
2023
Q1 		$2.1M Sell
27,222
-1,515
-5% -$117K 0.33% 67
2022
Q4 		$2.4M Sell
28,737
-6,685
-19% -$540K 0.41% 61
2022
Q3 		$2.78M Buy
35,422
+406
+1% +$34.4K 0.47% 54
2022
Q2 		$2.71M Sell
35,016
-512
-1% -$39K 0.43% 59
2022
Q1 		$3.01M Sell
35,528
-86
-0.2% -$6.89K 0.41% 63
2021
Q4 		$3.33M Sell
35,614
-81
-0.2% -$7K 0.42% 64
2021
Q3 		$2.8M Hold
35,695
– – 0.38% 67
2021
Q2 		$2.62M Buy
35,695
+883
+3% +$66.3K 0.35% 68
2021
Q1 		$2.63M Buy
34,812
+1,992
+6% +$155K 0.37% 63
2020
Q4 		$2.53M Buy
+32,820
New +$2.46M 0.39% 63

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cabot Wealth Management's NEE Position: Q1 2026 in Review

Cabot Wealth Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 26,253 shares — an estimated $2.11M sold.

Cabot Wealth Management first reported a position in NEE in Q4 2020 and held it in 20 quarters. The position peaked at $3.33M in Q4 2021. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cabot Wealth Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Cabot Wealth Management sold 26,253 NextEra Energy shares in Q1 2026, an estimated $2.11M.
  • Cabot Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 20 quarters.
  • Cabot Wealth Management's NextEra Energy position peaked at $3.33M in Q4 2021.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.