Conning Inc’s NextEra Energy NEE Stock Holding History

Conning Inc’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	$890K	Sell	9,577 -1,537	-14%	-$137K	0.03%	176
2025 Q4	$892K	Sell	11,114 -2,497	-18%	-$207K	0.03%	187
2025 Q3	$1.03M	Hold	13,611	–	–	0.03%	188
2025 Q2	$945K	Sell	13,611 -478	-3%	-$33.2K	0.03%	185
2025 Q1	$999K	Buy	14,089 +160	+1%	+$11.3K	0.03%	179
2024 Q4	$999K	Sell	13,929 -489	-3%	-$38K	0.04%	178
2024 Q3	$1.22M	Sell	14,418 -127	-0.9%	-$9.91K	0.04%	165
2024 Q2	$1.03M	Buy	14,545 +537	+4%	+$38.1K	0.04%	170
2024 Q1	$895K	Sell	14,008 -280	-2%	-$16.4K	0.03%	185
2023 Q4	$868K	Hold	14,288	–	–	0.03%	180
2023 Q3	$819K	Buy	14,288 +190	+1%	+$13.2K	0.03%	178
2023 Q2	$1.05M	Sell	14,098 -3,644	-21%	-$276K	0.04%	181
2023 Q1	$1.37M	Sell	17,742 -346	-2%	-$26.6K	0.05%	173
2022 Q4	$1.51M	Sell	18,088 -147	-0.8%	-$11.9K	0.05%	174
2022 Q3	$1.43M	Sell	18,235 -1,535	-8%	-$130K	0.05%	164
2022 Q2	$1.53M	Sell	19,770 -97	-0.5%	-$7.38K	0.05%	168
2022 Q1	$1.68M	Buy	19,867 +64	+0.3%	+$5.13K	0.05%	168
2021 Q4	$1.85M	Sell	19,803 -1,816	-8%	-$157K	0.05%	155
2021 Q3	$1.7M	Sell	21,619 -1,931	-8%	-$156K	0.05%	164
2021 Q2	$1.73M	Sell	23,550 -3,056	-11%	-$229K	0.05%	156
2021 Q1	$2.01M	Sell	26,606 -2,330	-8%	-$182K	0.06%	146
2020 Q4	$2.23M	Sell	28,936 -500	-2%	-$37.4K	0.07%	140
2020 Q3	$2.04M	Buy	29,436 +480	+2%	+$33.1K	0.07%	139
2020 Q2	$1.74M	Sell	28,956 -1,460	-5%	-$87.4K	0.06%	145
2020 Q1	$1.83M	Sell	30,416 -232	-0.8%	-$14.6K	0.08%	129
2019 Q4	$1.85M	Sell	30,648 -1,068	-3%	-$62.4K	0.06%	158
2019 Q3	$1.85M	Sell	31,716 -200	-0.6%	-$10.8K	0.06%	165
2019 Q2	$1.64M	Sell	31,916 -12,584	-28%	-$619K	0.05%	164
2019 Q1	$2.15M	Sell	44,500 -4,108	-8%	-$188K	0.07%	174
2018 Q4	$2.11M	Sell	48,608 -4,000	-8%	-$175K	0.07%	163
2018 Q3	$2.2M	Sell	52,608 -2,752	-5%	-$117K	0.07%	166
2018 Q2	$2.31M	Buy	55,360 +3,228	+6%	+$130K	0.07%	178
2018 Q1	$2.13M	Sell	52,132 -720	-1%	-$27.8K	0.07%	175
2017 Q4	$2.06M	Sell	52,852 -640	-1%	-$24.7K	0.07%	182
2017 Q3	$1.96M	Sell	53,492 -480	-0.9%	-$17.6K	0.07%	198
2017 Q2	$1.89M	Sell	53,972 -440	-0.8%	-$15K	0.07%	192
2017 Q1	$1.75M	Sell	54,412 -160	-0.3%	-$5.03K	0.06%	200
2016 Q4	$1.63M	Sell	54,572 -440	-0.8%	-$13.1K	0.07%	208
2016 Q3	$1.68M	Buy	55,012 +1,000	+2%	+$31.5K	0.07%	203
2016 Q2	$1.76M	Sell	54,012 -139,880	-72%	-$4.2M	0.07%	199
2016 Q1	$5.74M	Buy	193,892 +2,480	+1%	+$69.6K	0.24%	80
2015 Q4	$4.97M	Sell	191,412 -23,460	-11%	-$594K	0.21%	89
2015 Q3	$5.24M	Sell	214,872 -134,800	-39%	-$3.43M	0.23%	80
2015 Q2	$8.57M	Buy	349,672 +191,388	+121%	+$4.86M	0.35%	73
2015 Q1	$4.12M	Sell	158,284 -40,080	-20%	-$1.06M	0.18%	95
2014 Q4	$5.27M	Sell	198,364 -40,840	-17%	-$1.03M	0.26%	75
2014 Q3	$5.61M	Sell	239,204 -320	-0.1%	-$7.73K	0.29%	69
2014 Q2	$6.14M	Sell	239,524 -2,240	-0.9%	-$54.5K	0.33%	68
2014 Q1	$5.78M	Sell	241,764 -167,416	-41%	-$3.79M	0.34%	68
2013 Q4	$8.76M	Sell	409,180 -156,392	-28%	-$3.3M	0.54%	58
2013 Q3	$11.3M	Buy	565,572 +517,560	+1,078%	+$10.7M	0.88%	54
2013 Q2	$978K	Buy	+48,012	New	+$953K	0.08%	181

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

Conning Inc's NEE Position: Q1 2026 in Review

Conning Inc reduced its NextEra Energy (NEE) stake by 14% in Q1 2026, selling an estimated $137K and leaving 9,577 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #176.

Conning Inc first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q3 2013. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Conning Inc held 9,577 shares of NextEra Energy worth $890K as of Q1 2026.
Conning Inc sold 1,537 NextEra Energy shares in Q1 2026, an estimated $137K.
NextEra Energy made up 0.03% of Conning Inc's portfolio in Q1 2026, its #176 holding.
Conning Inc first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Conning Inc's NextEra Energy position peaked at $11.3M in Q3 2013.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.