Carl P. Sherr & Co’s NextEra Energy NEE Stock Holding History

Carl P. Sherr & Co’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	$971K	Buy	10,450 +2	+0%	+$178	0.46%	49
2025 Q4	$918K	Buy	10,448 +3	+0%	+$248	0.41%	52
2025 Q3	$789K	Buy	10,445 +142	+1%	+$10.4K	0.37%	56
2025 Q2	$715K	Buy	10,303 +3	+0%	+$208	0.36%	57
2025 Q1	$730K	Hold	10,300	–	–	0.4%	56
2024 Q4	$738K	Hold	10,300	–	–	0.39%	57
2024 Q3	$871K	Hold	10,300	–	–	0.46%	51
2024 Q2	$729K	Hold	10,300	–	–	0.41%	61
2024 Q1	$658K	Hold	10,300	–	–	0.37%	69
2023 Q4	$626K	Sell	10,300 -480	-4%	-$27.4K	0.38%	66
2023 Q3	$618K	Hold	10,780	–	–	0.42%	61
2023 Q2	$800K	Sell	10,780 -10	-0.1%	-$757	0.53%	50
2023 Q1	$832K	Hold	10,790	–	–	0.6%	42
2022 Q4	$902K	Sell	10,790 -855	-7%	-$69.1K	0.68%	42
2022 Q3	$913K	Hold	11,645	–	–	0.73%	36
2022 Q2	$902K	Hold	11,645	–	–	0.68%	36
2022 Q1	$986K	Sell	11,645 -40	-0.3%	-$3.21K	0.67%	37
2021 Q4	$1.09M	Sell	11,685 -384	-3%	-$33.2K	0.66%	42
2021 Q3	$948K	Hold	12,069	–	–	0.76%	36
2021 Q2	$884K	Sell	12,069 -200	-2%	-$15K	0.61%	47
2021 Q1	$928K	Hold	12,269	–	–	0.7%	40
2020 Q4	$947K	Sell	12,269 -1,935	-14%	-$145K	0.75%	35
2020 Q3	$986K	Sell	14,204 -204	-1%	-$14.1K	0.89%	29
2020 Q2	$865K	Hold	14,408	–	–	0.86%	31
2020 Q1	$867K	Sell	14,408 -300	-2%	-$18.9K	1.03%	27
2019 Q4	$890K	Buy	+14,708	New	+$859K	0.87%	40

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

Carl P. Sherr & Co's NEE Position: Q1 2026 in Review

Carl P. Sherr & Co increased its NextEra Energy (NEE) stake by 0.02% in Q1 2026, buying an estimated $178 and bringing the position to 10,450 shares worth $971K. The position accounts for 0.46% of the portfolio, ranked #49.

Carl P. Sherr & Co first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Carl P. Sherr & Co held 10,450 shares of NextEra Energy worth $971K as of Q1 2026.
Carl P. Sherr & Co bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
NextEra Energy made up 0.46% of Carl P. Sherr & Co's portfolio in Q1 2026, its #49 holding.
Carl P. Sherr & Co first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
Carl P. Sherr & Co's NextEra Energy position peaked at $1.09M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.