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Caitlin John’s NextEra Energy NEE Stock Holding History

Caitlin John’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 		$159K Hold
1,711
– – 0.1% 190
2025
Q4 		$137K Sell
1,711
-1,708
-50% -$141K 0.09% 208
2025
Q3 		$258K Hold
3,419
– – 0.18% 119
2025
Q2 		$237K Hold
3,419
– – 0.22% 112
2025
Q1 		$242K Buy
3,419
+3,411
+42,638% +$241K 0.24% 110
2024
Q4 		$574 Sell
8
-85
-91% -$6.6K ﹤0.01% 780
2024
Q3 		$6.9K Buy
93
+85
+1,063% +$6.63K ﹤0.01% 534
2024
Q2 		$566 Sell
8
-3
-27% -$213 ﹤0.01% 770
2024
Q1 		$706 Sell
11
-16
-59% -$937 ﹤0.01% 778
2023
Q4 		$1.64K Buy
+27
New +$1.54K ﹤0.01% 705

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caitlin John's NEE Position: Q1 2026 in Review

Caitlin John held its NextEra Energy (NEE) position steady in Q1 2026 at 1,711 shares worth $159K. The position accounts for 0.1% of the portfolio, ranked #190.

Caitlin John first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q3 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Caitlin John held 1,711 shares of NextEra Energy worth $159K as of Q1 2026.
  • Caitlin John left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.1% of Caitlin John's portfolio in Q1 2026, its #190 holding.
  • Caitlin John first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's NextEra Energy position peaked at $258K in Q3 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.