Clear Harbor Asset Management’s NextEra Energy NEE Stock Holding History

Clear Harbor Asset 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	$665K	Sell	7,157 -497	-6%	-$44.2K	0.05%	275
2025 Q4	$614K	Buy	7,654 +324	+4%	+$26.8K	0.04%	276
2025 Q3	$553K	Buy	7,330 +749	+11%	+$54.7K	0.04%	272
2025 Q2	$457K	Buy	6,581 +616	+10%	+$42.8K	0.03%	284
2025 Q1	$423K	Sell	5,965 -418	-7%	-$29.5K	0.03%	284
2024 Q4	$458K	Buy	6,383 +2,771	+77%	+$215K	0.04%	253
2024 Q3	$305K	Hold	3,612	–	–	0.02%	293
2024 Q2	$256K	Buy	3,612 +90	+3%	+$6.39K	0.02%	308
2024 Q1	$225K	Buy	+3,522	New	+$206K	0.02%	325
2023 Q3	–	Sell	-2,897	Closed	-$215K	–	369
2023 Q2	$215K	Buy	2,897 +40	+1%	+$3.03K	0.02%	305
2023 Q1	$220K	Hold	2,857	–	–	0.02%	333
2022 Q4	$239K	Hold	2,857	–	–	0.03%	298
2022 Q3	$224K	Hold	2,857	–	–	0.03%	299
2022 Q2	$221K	Hold	2,857	–	–	0.03%	313
2022 Q1	$242K	Hold	2,857	–	–	0.03%	321
2021 Q4	$267K	Hold	2,857	–	–	0.03%	318
2021 Q3	$224K	Sell	2,857 -28	-1%	-$2.26K	﹤0.01%	329
2021 Q2	$211K	Buy	2,885 +16	+0.6%	+$1.2K	0.03%	322
2021 Q1	$217K	Buy	+2,869	New	+$224K	0.03%	298
2020 Q4	–	Sell	-2,560	Closed	-$178K	–	581
2020 Q3	$178K	Buy	+2,560	New	+$177K	0.03%	256
2020 Q2	–	Sell	-4,460	Closed	-$268K	–	284
2020 Q1	$268K	Buy	4,460 +460	+12%	+$28.9K	0.06%	191
2019 Q4	$242K	Hold	4,000	–	–	0.04%	243
2019 Q3	$233K	Hold	4,000	–	–	0.05%	219
2019 Q2	$205K	Buy	+4,000	New	+$197K	0.04%	225

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

Clear Harbor Asset Management's NEE Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its NextEra Energy (NEE) stake by 6.5% in Q1 2026, selling an estimated $44.2K and leaving 7,157 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #275.

Clear Harbor Asset Management first reported a position in NEE in Q2 2019 and has held it in 24 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Clear Harbor Asset Management held 7,157 shares of NextEra Energy worth $665K as of Q1 2026.
Clear Harbor Asset Management sold 497 NextEra Energy shares in Q1 2026, an estimated $44.2K.
NextEra Energy made up 0.05% of Clear Harbor Asset Management's portfolio in Q1 2026, its #275 holding.
Clear Harbor Asset Management first reported a position in NextEra Energy in Q2 2019 and has held it in 24 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.