Compass Capital Corp’s NextEra Energy NEE Stock Holding History

Compass Capital Corp’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	–	Sell	-3,391	Closed	-$308K	–	206
2025 Q4	$308K	Sell	3,391 -1	-0%	-$83	0.12%	147
2025 Q3	$290K	Sell	3,392 -74	-2%	-$5.41K	0.13%	133
2025 Q2	$250K	Hold	3,466	–	–	0.12%	153
2025 Q1	$222K	Buy	3,466 +344	+11%	+$24.3K	0.12%	163
2024 Q4	$224K	Buy	+3,122	New	+$243K	0.09%	187

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Compass Capital Corp's NEE Position: Q1 2026 in Review

Compass Capital Corp sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,391 shares — an estimated $308K sold.

Compass Capital Corp first reported a position in NEE in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Compass Capital Corp reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Compass Capital Corp sold 3,391 NextEra Energy shares in Q1 2026, an estimated $308K.
Compass Capital Corp first reported a position in NextEra Energy in Q4 2024 and held it in 5 quarters.
Compass Capital Corp's NextEra Energy position peaked at $308K in Q4 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Compass Capital Corp's 13F filing for Q1 2026, filed 8 May 2026.