Carmel Capital Partners’s NextEra Energy NEE Stock Holding History

Carmel Capital Partners’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	$3.27M	Buy	35,158 +402	+1%	+$35.7K	1.18%	20
2025 Q4	$2.79M	Buy	34,756 +12,678	+57%	+$1.05M	0.98%	30
2025 Q3	$1.67M	Sell	22,078 -6,252	-22%	-$457K	0.7%	35
2025 Q2	$1.97M	Buy	28,330 +24,609	+661%	+$1.71M	0.69%	45
2025 Q1	$264K	Buy	3,721 +19	+0.5%	+$1.34K	0.1%	129
2024 Q4	$265K	Buy	3,702 +22	+0.6%	+$1.71K	0.11%	123
2024 Q3	$311K	Buy	3,680 +344	+10%	+$26.8K	0.12%	121
2024 Q2	$236K	Buy	+3,336	New	+$237K	0.1%	137
2023 Q4	–	Sell	-3,080	Closed	-$176K	–	495
2023 Q3	$176K	Buy	3,080 +281	+10%	+$19.5K	0.08%	159
2023 Q2	$208K	Buy	2,799 +274	+11%	+$20.7K	0.11%	115
2023 Q1	$195K	Buy	+2,525	New	+$194K	0.12%	131

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

Carmel Capital Partners's NEE Position: Q1 2026 in Review

Carmel Capital Partners increased its NextEra Energy (NEE) stake by 1.2% in Q1 2026, buying an estimated $35.7K and bringing the position to 35,158 shares worth $3.27M. The position accounts for 1.18% of the portfolio, ranked #20.

Carmel Capital Partners first reported a position in NEE in Q1 2023 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Carmel Capital Partners held 35,158 shares of NextEra Energy worth $3.27M as of Q1 2026.
Carmel Capital Partners bought 402 NextEra Energy shares in Q1 2026, an estimated $35.7K.
NextEra Energy made up 1.18% of Carmel Capital Partners's portfolio in Q1 2026, its #20 holding.
Carmel Capital Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.