Castleark Management’s NextEra Energy NEE Stock Holding History

Castleark 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	$618K	Buy	6,650 +3,060	+85%	+$272K	0.02%	246
2025 Q4	$288K	Buy	3,590 +1,700	+90%	+$141K	0.01%	268
2025 Q3	$143K	Hold	1,890	–	–	﹤0.01%	271
2025 Q2	$131K	Buy	1,890 +330	+21%	+$22.9K	﹤0.01%	264
2025 Q1	$111K	Hold	1,560	–	–	﹤0.01%	267
2024 Q4	$112K	Hold	1,560	–	–	﹤0.01%	270
2024 Q3	$132K	Hold	1,560	–	–	0.01%	251
2024 Q2	$110K	Hold	1,560	–	–	﹤0.01%	252
2024 Q1	$99.7K	Hold	1,560	–	–	﹤0.01%	259
2023 Q4	$94.8K	Hold	1,560	–	–	﹤0.01%	264
2023 Q3	$89.4K	Hold	1,560	–	–	﹤0.01%	256
2023 Q2	$116K	Sell	1,560 -1,570	-50%	-$119K	0.01%	255
2023 Q1	$241K	Hold	3,130	–	–	0.01%	242
2022 Q4	$262K	Hold	3,130	–	–	0.01%	252
2022 Q3	$245K	Buy	+3,130	New	+$266K	0.01%	251
2022 Q1	–	Sell	-10,240	Closed	-$956K	–	347
2021 Q4	$956K	Buy	10,240 +4,600	+82%	+$398K	0.04%	228
2021 Q3	$443K	Hold	5,640	–	–	0.02%	257
2021 Q2	$413K	Sell	5,640 -11,720	-68%	-$880K	0.01%	261
2021 Q1	$1.31M	Sell	17,360 -10,920	-39%	-$852K	0.05%	203
2020 Q4	$2.18M	Sell	28,280 -2,000	-7%	-$150K	0.08%	191
2020 Q3	$2.1M	Buy	+30,280	New	+$2.09M	0.08%	183

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

Castleark Management's NEE Position: Q1 2026 in Review

Castleark Management increased its NextEra Energy (NEE) stake by 85% in Q1 2026, buying an estimated $272K and bringing the position to 6,650 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #246.

Castleark Management first reported a position in NEE in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.18M in Q4 2020. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Castleark Management held 6,650 shares of NextEra Energy worth $618K as of Q1 2026.
Castleark Management bought 3,060 NextEra Energy shares in Q1 2026, an estimated $272K.
NextEra Energy made up 0.02% of Castleark Management's portfolio in Q1 2026, its #246 holding.
Castleark Management first reported a position in NextEra Energy in Q3 2020 and has held it in 21 quarters since.
Castleark Management's NextEra Energy position peaked at $2.18M in Q4 2020.
3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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