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Citizens Financial Group’s NextEra Energy NEE Stock Holding History

Citizens Financial Group’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 		$18.2M Sell
195,736
-6,535
-3% -$581K 0.25% 85
2025
Q4 		$16.2M Sell
202,271
-864
-0.4% -$71.6K 0.22% 88
2025
Q3 		$15.3M Buy
203,135
+1,162
+0.6% +$84.9K 0.21% 91
2025
Q2 		$14M Buy
201,973
+126
+0.1% +$8.75K 0.23% 87
2025
Q1 		$14.3M Buy
201,847
+4,209
+2% +$297K 0.28% 79
2024
Q4 		$14.2M Buy
197,638
+5,706
+3% +$443K 0.28% 77
2024
Q3 		$16.2M Sell
191,932
-3,220
-2% -$251K 0.33% 66
2024
Q2 		$13.8M Buy
195,152
+3,796
+2% +$269K 0.31% 67
2024
Q1 		$12.2M Sell
191,356
-5,897
-3% -$345K 0.41% 49
2023
Q4 		$12M Buy
197,253
+2,914
+1% +$166K 0.41% 51
2023
Q3 		$11.1M Sell
194,339
-46,913
-19% -$3.25M 0.45% 45
2023
Q2 		$17.9M Sell
241,252
-11,203
-4% -$848K 0.65% 33
2023
Q1 		$19.5M Buy
252,455
+2,344
+0.9% +$180K 0.71% 29
2022
Q4 		$20.9M Sell
250,111
-5,841
-2% -$472K 0.82% 26
2022
Q3 		$20.1M Sell
255,952
-663
-0.3% -$56.2K 0.89% 22
2022
Q2 		$19.9M Sell
256,615
-3,196
-1% -$243K 0.83% 25
2022
Q1 		$22M Sell
259,811
-2,419
-0.9% -$194K 0.77% 24
2021
Q4 		$24.5M Sell
262,230
-6,367
-2% -$550K 0.82% 25
2021
Q3 		$21.1M Buy
268,597
+7,606
+3% +$613K 0.78% 25
2021
Q2 		$19.1M Buy
260,991
+2,797
+1% +$210K 0.83% 27
2021
Q1 		$19.5M Buy
258,194
+1,936
+0.8% +$151K 1.03% 21
2020
Q4 		$19.8M Sell
256,258
-11,830
-4% -$885K 1.13% 19
2020
Q3 		$18.6M Buy
268,088
+8,068
+3% +$557K 1.19% 21
2020
Q2 		$15.6M Sell
260,020
-5,668
-2% -$339K 1.09% 22
2020
Q1 		$16M Sell
265,688
-11,080
-4% -$696K 1.31% 17
2019
Q4 		$16.8M Sell
276,768
-6,136
-2% -$358K 1.12% 20
2019
Q3 		$16.5M Sell
282,904
-3,964
-1% -$215K 1.19% 19
2019
Q2 		$14.7M Sell
286,868
-76,940
-21% -$3.79M 1.08% 23
2019
Q1 		$17.6M Buy
363,808
+9,240
+3% +$422K 1.3% 15
2018
Q4 		$15.4M Sell
354,568
-4,272
-1% -$187K 1.4% 15
2018
Q3 		$15M Sell
358,840
-5,376
-1% -$229K 1.19% 19
2018
Q2 		$15.2M Sell
364,216
-9,036
-2% -$365K 1.27% 19
2018
Q1 		$15.2M Sell
373,252
-18,728
-5% -$722K 1.28% 18
2017
Q4 		$15.3M Buy
391,980
+4,716
+1% +$182K 1.23% 21
2017
Q3 		$14.2M Buy
387,264
+228
+0.1% +$8.35K 1.21% 19
2017
Q2 		$13.6M Sell
387,036
-12,056
-3% -$412K 1.2% 18
2017
Q1 		$12.8M Buy
399,092
+31,196
+8% +$981K 1.13% 23
2016
Q4 		$11M Sell
367,896
-14,524
-4% -$434K 1.06% 25
2016
Q3 		$11.7M Sell
382,420
-252
-0.1% -$7.94K 1.11% 25
2016
Q2 		$12.5M Sell
382,672
-12,544
-3% -$377K 1.2% 18
2016
Q1 		$11.7M Buy
395,216
+10,416
+3% +$292K 1.12% 23
2015
Q4 		$10.3M Buy
+384,800
New +$9.74M 0.98% 34

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citizens Financial Group's NEE Position: Q1 2026 in Review

Citizens Financial Group reduced its NextEra Energy (NEE) stake by 3.2% in Q1 2026, selling an estimated $581K and leaving 195,736 shares worth $18.2M. The position accounts for 0.25% of the portfolio, ranked #85.

Citizens Financial Group first reported a position in NEE in Q4 2015 and has held it in 42 quarters since. The position peaked at $24.5M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Citizens Financial Group held 195,736 shares of NextEra Energy worth $18.2M as of Q1 2026.
  • Citizens Financial Group sold 6,535 NextEra Energy shares in Q1 2026, an estimated $581K.
  • NextEra Energy made up 0.25% of Citizens Financial Group's portfolio in Q1 2026, its #85 holding.
  • Citizens Financial Group first reported a position in NextEra Energy in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's NextEra Energy position peaked at $24.5M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.