Ceredex Value Advisors’s NextEra Energy NEE Stock Holding History

Ceredex Value Advisors’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	$27.9M	Buy	+300,748	New	+$26.7M	0.88%	27
2022 Q1	–	Sell	-1,280,208	Closed	-$120M	–	150
2021 Q4	$120M	Sell	1,280,208 -180,462	-12%	-$15.6M	1.29%	26
2021 Q3	$115M	Buy	1,460,670 +210,371	+17%	+$17M	1.3%	22
2021 Q2	$91.6M	Sell	1,250,299 -192,725	-13%	-$14.5M	1.03%	34
2021 Q1	$109M	Buy	1,443,024 +370,064	+34%	+$28.9M	1.27%	27
2020 Q4	$82.8M	Buy	1,072,960 +59,040	+6%	+$4.42M	1.05%	38
2020 Q3	$70.4M	Sell	1,013,920 -558,052	-36%	-$38.5M	1.03%	40
2020 Q2	$94.4M	Buy	1,571,972 +40,172	+3%	+$2.4M	1.4%	22
2020 Q1	$92.1M	Buy	1,531,800 +114,148	+8%	+$7.18M	1.58%	13
2019 Q4	$85.8M	Buy	1,417,652 +16,860	+1%	+$984K	0.99%	36
2019 Q3	$81.6M	Sell	1,400,792 -347,968	-20%	-$18.8M	0.97%	39
2019 Q2	$89.6M	Buy	1,748,760 +37,952	+2%	+$1.87M	1.09%	25
2019 Q1	$82.7M	Sell	1,710,808 -89,532	-5%	-$4.09M	1.01%	31
2018 Q4	$78.2M	Sell	1,800,340 -727,204	-29%	-$31.8M	1.05%	31
2018 Q3	$106M	Buy	2,527,544 +495,344	+24%	+$21.1M	1.19%	18
2018 Q2	$84.9M	Sell	2,032,200 -50,104	-2%	-$2.02M	0.97%	32
2018 Q1	$85M	Buy	+2,082,304	New	+$80.3M	1.01%	23

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

Ceredex Value Advisors's NEE Position: Q1 2026 in Review

Ceredex Value Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 300,748 shares worth $27.9M. The stake represents 0.88% of the portfolio and ranks #27 among its holdings. This is a return to the name: Ceredex Value Advisors previously reported a position in NEE as recently as Q4 2021.

Ceredex Value Advisors first reported a position in NEE in Q1 2018 and has held it in 17 quarters since. The position peaked at $120M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Ceredex Value Advisors held 300,748 shares of NextEra Energy worth $27.9M as of Q1 2026.
NextEra Energy was a new Ceredex Value Advisors position in Q1 2026.
NextEra Energy made up 0.88% of Ceredex Value Advisors's portfolio in Q1 2026, its #27 holding.
Ceredex Value Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 17 quarters since.
Ceredex Value Advisors's NextEra Energy position peaked at $120M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ceredex Value Advisors's 13F filing for Q1 2026, filed 14 May 2026.