Cambria Investment Management’s NextEra Energy NEE Stock Holding History

Cambria Investment 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	$680K	Buy	7,316 +1,261	+21%	+$112K	0.04%	327
2025 Q4	$486K	Buy	6,055 +2,005	+50%	+$166K	0.03%	421
2025 Q3	$306K	Buy	+4,050	New	+$296K	0.02%	440
2019 Q4	–	Sell	-93,880	Closed	-$5.47M	–	218
2019 Q3	$5.47M	Sell	93,880 -1,592	-2%	-$86.2K	0.82%	36
2019 Q2	$4.89M	Sell	95,472 -28	-0%	-$1.38K	0.75%	49
2019 Q1	$4.62M	Buy	95,500 +2,068	+2%	+$94.6K	0.71%	56
2018 Q4	$4.06M	Sell	93,432 -9,944	-10%	-$435K	0.69%	50
2018 Q3	$4.33M	Sell	103,376 -6,244	-6%	-$266K	0.63%	70
2018 Q2	$4.62M	Sell	109,620 -15,088	-12%	-$609K	0.68%	43
2018 Q1	$5.09M	Sell	124,708 -30,632	-20%	-$1.18M	0.74%	35
2017 Q4	$6.07M	Sell	155,340 -3,904	-2%	-$151K	0.85%	55
2017 Q3	$5.83M	Buy	159,244 +5,856	+4%	+$215K	0.9%	36
2017 Q2	$5.37M	Buy	+153,388	New	+$5.24M	1.16%	20

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

Cambria Investment Management's NEE Position: Q1 2026 in Review

Cambria Investment Management increased its NextEra Energy (NEE) stake by 21% in Q1 2026, buying an estimated $112K and bringing the position to 7,316 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #327.

Cambria Investment Management first reported a position in NEE in Q2 2017 and has held it in 13 quarters since. The position peaked at $6.07M in Q4 2017. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cambria Investment Management held 7,316 shares of NextEra Energy worth $680K as of Q1 2026.
Cambria Investment Management bought 1,261 NextEra Energy shares in Q1 2026, an estimated $112K.
NextEra Energy made up 0.04% of Cambria Investment Management's portfolio in Q1 2026, its #327 holding.
Cambria Investment Management first reported a position in NextEra Energy in Q2 2017 and has held it in 13 quarters since.
Cambria Investment Management's NextEra Energy position peaked at $6.07M in Q4 2017.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.