ClearBridge Investments’s NextEra Energy NEE Stock Holding History

ClearBridge Investments’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	$344M	Sell	3,698,673 -708,334	-16%	-$63M	0.3%	91
2025 Q4	$354M	Sell	4,407,007 -2,300,564	-34%	-$191M	0.28%	89
2025 Q3	$506M	Buy	6,707,571 +6,320,999	+1,635%	+$462M	0.38%	67
2025 Q2	$26.8M	Sell	386,572 -470,867	-55%	-$32.7M	0.02%	388
2025 Q1	$60.8M	Buy	857,439 +17,757	+2%	+$1.25M	0.05%	280
2024 Q4	$60.2M	Sell	839,682 -3,672,437	-81%	-$285M	0.05%	288
2024 Q3	$381M	Sell	4,512,119 -1,872,674	-29%	-$146M	0.3%	86
2024 Q2	$452M	Sell	6,384,793 -774,603	-11%	-$55M	0.37%	72
2024 Q1	$458M	Buy	7,159,396 +491,216	+7%	+$28.8M	0.36%	76
2023 Q4	$405M	Buy	6,668,180 +1,090,151	+20%	+$62.1M	0.35%	74
2023 Q3	$320M	Sell	5,578,029 -247,161	-4%	-$17.1M	0.31%	87
2023 Q2	$432M	Buy	5,825,190 +987,017	+20%	+$74.7M	0.39%	74
2023 Q1	$373M	Buy	4,838,173 +3,134,181	+184%	+$241M	0.36%	77
2022 Q4	$142M	Buy	1,703,992 +5,217	+0.3%	+$421K	0.14%	154
2022 Q3	$133M	Buy	1,698,775 +166,362	+11%	+$14.1M	0.13%	158
2022 Q2	$119M	Sell	1,532,413 -2,740,646	-64%	-$209M	0.11%	179
2022 Q1	$362M	Sell	4,273,059 -783,196	-15%	-$62.8M	0.27%	94
2021 Q4	$472M	Sell	5,056,255 -589,162	-10%	-$50.9M	0.32%	84
2021 Q3	$443M	Buy	5,645,417 +89,285	+2%	+$7.2M	0.32%	82
2021 Q2	$407M	Sell	5,556,132 -128,898	-2%	-$9.67M	0.28%	91
2021 Q1	$430M	Sell	5,685,030 -34,595	-0.6%	-$2.7M	0.32%	81
2020 Q4	$441M	Sell	5,719,625 -60,587	-1%	-$4.53M	0.34%	76
2020 Q3	$401M	Sell	5,780,212 -1,399,576	-19%	-$96.6M	0.34%	74
2020 Q2	$431M	Buy	7,179,788 +189,044	+3%	+$11.3M	0.39%	69
2020 Q1	$421M	Buy	6,990,744 +1,003,316	+17%	+$63.1M	0.46%	64
2019 Q4	$357M	Sell	5,987,428 -215,764	-3%	-$12.6M	0.3%	92
2019 Q3	$361M	Buy	6,203,192 +67,728	+1%	+$3.67M	0.32%	91
2019 Q2	$314M	Sell	6,135,464 -67,384	-1%	-$3.32M	0.27%	105
2019 Q1	$300M	Sell	6,202,848 -58,952	-0.9%	-$2.7M	0.26%	113
2018 Q4	$272M	Buy	6,261,800 +81,384	+1%	+$3.56M	0.28%	111
2018 Q3	$259M	Buy	6,180,416 +306,584	+5%	+$13.1M	0.22%	120
2018 Q2	$245M	Sell	5,873,832 -51,080	-0.9%	-$2.06M	0.2%	129
2018 Q1	$242M	Sell	5,924,912 -18,976	-0.3%	-$732K	0.23%	120
2017 Q4	$232M	Sell	5,943,888 -33,440	-0.6%	-$1.29M	0.21%	125
2017 Q3	$219M	Sell	5,977,328 -12,820	-0.2%	-$470K	0.21%	128
2017 Q2	$210M	Buy	5,990,148 +48,452	+0.8%	+$1.66M	0.21%	128
2017 Q1	$191M	Buy	5,941,696 +109,416	+2%	+$3.44M	0.19%	132
2016 Q4	$174M	Buy	5,832,280 +94,228	+2%	+$2.82M	0.19%	135
2016 Q3	$175M	Sell	5,738,052 -376,440	-6%	-$11.9M	0.2%	128
2016 Q2	$199M	Buy	6,114,492 +22,400	+0.4%	+$673K	0.24%	111
2016 Q1	$180M	Sell	6,092,092 -551,592	-8%	-$15.5M	0.22%	116
2015 Q4	$173M	Sell	6,643,684 -167,844	-2%	-$4.25M	0.2%	130
2015 Q3	$166M	Sell	6,811,528 -184,476	-3%	-$4.69M	0.2%	130
2015 Q2	$171M	Buy	6,996,004 +13,312	+0.2%	+$338K	0.18%	137
2015 Q1	$182M	Sell	6,982,692 -161,720	-2%	-$4.27M	0.19%	139
2014 Q4	$190M	Buy	7,144,412 +12,892	+0.2%	+$326K	0.2%	132
2014 Q3	$167M	Buy	7,131,520 +117,680	+2%	+$2.84M	0.18%	135
2014 Q2	$180M	Buy	7,013,840 +173,840	+3%	+$4.23M	0.2%	128
2014 Q1	$164M	Buy	6,840,000 +201,672	+3%	+$4.57M	0.19%	135
2013 Q4	$142M	Buy	6,638,328 +227,552	+4%	+$4.8M	0.18%	144
2013 Q3	$128M	Buy	6,410,776 +242,892	+4%	+$5.01M	0.18%	149
2013 Q2	$126M	Buy	+6,167,884	New	+$122M	0.19%	145

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

ClearBridge Investments's NEE Position: Q1 2026 in Review

ClearBridge Investments reduced its NextEra Energy (NEE) stake by 16% in Q1 2026, selling an estimated $63M and leaving 3,698,673 shares worth $344M. The position accounts for 0.3% of the portfolio, ranked #91.

ClearBridge Investments first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $506M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

ClearBridge Investments held 3,698,673 shares of NextEra Energy worth $344M as of Q1 2026.
ClearBridge Investments sold 708,334 NextEra Energy shares in Q1 2026, an estimated $63M.
NextEra Energy made up 0.3% of ClearBridge Investments's portfolio in Q1 2026, its #91 holding.
ClearBridge Investments first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
ClearBridge Investments's NextEra Energy position peaked at $506M in Q3 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.