Close Asset Management’s NextEra Energy NEE Stock Holding History

Close 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	$2.32M	Buy	24,972 +22,074	+762%	+$1.96M	0.06%	70
2025 Q4	$233K	Buy	2,898 +49	+2%	+$4.06K	0.01%	126
2025 Q3	$215K	Sell	2,849 -243	-8%	-$17.8K	﹤0.01%	127
2025 Q2	$215K	Sell	3,092 -8,758	-74%	-$608K	0.01%	120
2025 Q1	$840K	Buy	11,850 +2,307	+24%	+$163K	0.02%	84
2024 Q4	$684K	Hold	9,543	–	–	0.02%	90
2024 Q3	$807K	Buy	9,543 +317	+3%	+$24.7K	0.02%	84
2024 Q2	$653K	Sell	9,226 -1,232	-12%	-$87.4K	0.02%	87
2024 Q1	$668K	Sell	10,458 -6,838	-40%	-$401K	0.02%	84
2023 Q4	$1.05M	Sell	17,296 -4,101	-19%	-$234K	0.04%	66
2023 Q3	$1.23M	Buy	21,397 +7,019	+49%	+$486K	0.06%	64
2023 Q2	$1.07M	Buy	14,378 +5,120	+55%	+$388K	0.05%	71
2023 Q1	$713K	Buy	9,258 +8,688	+1,524%	+$668K	0.04%	73
2022 Q4	$48K	Hold	570	–	–	﹤0.01%	131
2022 Q3	$45K	Hold	570	–	–	﹤0.01%	126
2022 Q2	$44K	Hold	570	–	–	﹤0.01%	126
2022 Q1	$53K	Hold	570	–	–	﹤0.01%	123
2021 Q4	$53K	Hold	570	–	–	﹤0.01%	123
2021 Q3	$45K	Hold	570	–	–	﹤0.01%	131
2021 Q2	$42K	Buy	570 +270	+90%	+$20.3K	﹤0.01%	135
2021 Q1	$23K	Buy	+300	New	+$23.4K	﹤0.01%	156

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

Close Asset Management's NEE Position: Q1 2026 in Review

Close Asset Management increased its NextEra Energy (NEE) stake by 762% in Q1 2026, buying an estimated $1.96M and bringing the position to 24,972 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #70.

Close Asset Management first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Close Asset Management held 24,972 shares of NextEra Energy worth $2.32M as of Q1 2026.
Close Asset Management bought 22,074 NextEra Energy shares in Q1 2026, an estimated $1.96M.
NextEra Energy made up 0.06% of Close Asset Management's portfolio in Q1 2026, its #70 holding.
Close Asset Management first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Close Asset Management's 13F filing for Q1 2026, filed 12 May 2026.