Cercano Management’s NextEra Energy NEE Stock Holding History

Cercano 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	$448K	Hold	4,824	–	–	0.02%	100
2025 Q4	$387K	Hold	4,824	–	–	0.01%	108
2025 Q3	$364K	Hold	4,824	–	–	0.01%	119
2025 Q2	$335K	Hold	4,824	–	–	0.01%	122
2025 Q1	$342K	Hold	4,824	–	–	0.01%	117
2024 Q4	$346K	Hold	4,824	–	–	0.01%	139
2024 Q3	$408K	Buy	+4,824	New	+$376K	0.01%	118
2023 Q3	–	Sell	-19,907	Closed	-$1.48M	–	111
2023 Q2	$1.48M	Buy	19,907 +6,707	+51%	+$508K	0.05%	86
2023 Q1	$1.02M	Buy	+13,200	New	+$1.02M	0.04%	84

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

Cercano Management's NEE Position: Q1 2026 in Review

Cercano Management held its NextEra Energy (NEE) position steady in Q1 2026 at 4,824 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #100.

Cercano Management first reported a position in NEE in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.48M in Q2 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cercano Management held 4,824 shares of NextEra Energy worth $448K as of Q1 2026.
Cercano Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.02% of Cercano Management's portfolio in Q1 2026, its #100 holding.
Cercano Management first reported a position in NextEra Energy in Q1 2023 and has held it in 9 quarters since.
Cercano Management's NextEra Energy position peaked at $1.48M in Q2 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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