Carroll Investors’s NextEra Energy NEE Stock Holding History

Carroll Investors’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	$253K	Buy	+2,728	New	+$243K	0.14%	29
2023 Q2	–	Sell	-13,640	Closed	-$1.05M	–	30
2023 Q1	$1.05M	Sell	13,640 -1,271	-9%	-$97.7K	0.85%	22
2022 Q4	$1.25M	Hold	14,911	–	–	1.33%	19
2022 Q3	$1.19M	Buy	14,911 +11,151	+297%	+$946K	0.96%	17
2022 Q2	$291K	Hold	3,760	–	–	0.26%	26
2022 Q1	$318K	Hold	3,760	–	–	0.2%	27
2021 Q4	$350K	Buy	+3,760	New	+$325K	0.2%	29

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

Carroll Investors's NEE Position: Q1 2026 in Review

Carroll Investors opened a new position in NextEra Energy (NEE) in Q1 2026: 2,728 shares worth $253K. The stake represents 0.14% of the portfolio and ranks #29 among its holdings. This is a return to the name: Carroll Investors previously reported a position in NEE as recently as Q1 2023.

Carroll Investors first reported a position in NEE in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Carroll Investors held 2,728 shares of NextEra Energy worth $253K as of Q1 2026.
NextEra Energy was a new Carroll Investors position in Q1 2026.
NextEra Energy made up 0.14% of Carroll Investors's portfolio in Q1 2026, its #29 holding.
Carroll Investors first reported a position in NextEra Energy in Q4 2021 and has held it in 7 quarters since.
Carroll Investors's NextEra Energy position peaked at $1.25M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.