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Compass Capital Management’s NextEra Energy NEE Stock Holding History

Compass Capital 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 		$297K Hold
3,200
– – 0.02% 82
2025
Q4 		$257K Hold
3,200
– – 0.01% 82
2025
Q3 		$242K Buy
+3,200
New +$234K 0.01% 81
2020
Q1 		– Sell
-5,000
Closed -$303K – 42
2019
Q4 		$303K Buy
+5,000
New +$292K 0.03% 40

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

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

Compass Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 3,200 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #82.

Compass Capital Management first reported a position in NEE in Q4 2019 and has held it in 4 quarters since. The position peaked at $303K in Q4 2019. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Compass Capital Management held 3,200 shares of NextEra Energy worth $297K as of Q1 2026.
  • Compass Capital Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.02% of Compass Capital Management's portfolio in Q1 2026, its #82 holding.
  • Compass Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 4 quarters since.
  • Compass Capital Management's NextEra Energy position peaked at $303K in Q4 2019.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Compass Capital Management's 13F filing for Q1 2026, filed 21 May 2026.