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Copeland Capital Management’s NextEra Energy NEE Stock Holding History

Copeland 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 		$901K Sell
9,704
-363
-4% -$32.3K 0.02% 135
2025
Q4 		$808K Sell
10,067
-547
-5% -$45.3K 0.02% 141
2025
Q3 		$801K Sell
10,614
-812
-7% -$59.3K 0.02% 139
2025
Q2 		$793K Sell
11,426
-908
-7% -$63.1K 0.02% 133
2025
Q1 		$874K Sell
12,334
-158,603
-93% -$11.2M 0.02% 130
2024
Q4 		$12.3M Sell
170,937
-27,281
-14% -$2.12M 0.23% 112
2024
Q3 		$16.8M Sell
198,218
-12,896
-6% -$1.01M 0.29% 106
2024
Q2 		$14.9M Buy
211,114
+6,745
+3% +$479K 0.28% 109
2024
Q1 		$13.1M Buy
204,369
+19,447
+11% +$1.14M 0.24% 109
2023
Q4 		$11.2M Sell
184,922
-5,871
-3% -$335K 0.23% 109
2023
Q3 		$10.9M Buy
190,793
+175,698
+1,164% +$12.2M 0.24% 105
2023
Q2 		$1.12M Sell
15,095
-704
-4% -$53.3K 0.02% 122
2023
Q1 		$1.22M Sell
15,799
-472
-3% -$36.3K 0.03% 118
2022
Q4 		$1.36M Sell
16,271
-707
-4% -$57.1K 0.04% 119
2022
Q3 		$1.33M Sell
16,978
-1,022
-6% -$86.7K 0.04% 118
2022
Q2 		$1.39M Sell
18,000
-742
-4% -$56.5K 0.04% 120
2022
Q1 		$1.59M Buy
18,742
+3,047
+19% +$244K 0.04% 116
2021
Q4 		$1.47M Sell
15,695
-341
-2% -$29.5K 0.04% 122
2021
Q3 		$1.26M Sell
16,036
-220
-1% -$17.7K 0.04% 129
2021
Q2 		$1.19M Buy
16,256
+247
+2% +$18.5K 0.04% 127
2021
Q1 		$1.21M Buy
16,009
+3,370
+27% +$263K 0.04% 126
2020
Q4 		$975K Buy
12,639
+791
+7% +$59.2K 0.04% 123
2020
Q3 		$822K Sell
11,848
-3,536
-23% -$244K 0.04% 112
2020
Q2 		$923K Sell
15,384
-8,400
-35% -$503K 0.05% 112
2020
Q1 		$1.43M Sell
23,784
-33,912
-59% -$2.13M 0.09% 106
2019
Q4 		$3.49M Sell
57,696
-956
-2% -$55.8K 0.15% 111
2019
Q3 		$3.42M Sell
58,652
-44,740
-43% -$2.42M 0.18% 108
2019
Q2 		$5.29M Sell
103,392
-328
-0.3% -$16.1K 0.29% 79
2019
Q1 		$5.01M Buy
103,720
+32,356
+45% +$1.48M 0.32% 79
2018
Q4 		$3.1M Sell
71,364
-1,824
-2% -$79.8K 0.22% 111
2018
Q3 		$3.07M Sell
73,188
-420
-0.6% -$17.9K 0.19% 119
2018
Q2 		$3.07M Sell
73,608
-3,160
-4% -$128K 0.18% 117
2018
Q1 		$3.13M Sell
76,768
-2,532
-3% -$97.6K 0.2% 111
2017
Q4 		$3.1M Sell
79,300
-3,100
-4% -$120K 0.2% 115
2017
Q3 		$3.02M Sell
82,400
-53,380
-39% -$1.96M 0.2% 111
2017
Q2 		$4.76M Buy
135,780
+46,664
+52% +$1.59M 0.31% 104
2017
Q1 		$2.91M Sell
89,116
-5,804
-6% -$182K 0.2% 112
2016
Q4 		$2.83M Sell
94,920
-169,484
-64% -$5.06M 0.18% 116
2016
Q3 		$8.09M Sell
264,404
-277,140
-51% -$8.73M 0.52% 82
2016
Q2 		$17.7M Sell
541,544
-96,500
-15% -$2.9M 1.21% 31
2016
Q1 		$18.9M Buy
638,044
+46,124
+8% +$1.29M 1.29% 23
2015
Q4 		$15.4M Buy
+591,920
New +$15M 0.87% 50
2015
Q3 		– Sell
-506,184
Closed -$12.4M – 164
2015
Q2 		$12.4M Buy
506,184
+182,668
+56% +$4.64M 0.63% 79
2015
Q1 		$8.41M Buy
+323,516
New +$8.53M 0.56% 77

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

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

Copeland Capital Management reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $32.3K and leaving 9,704 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #135.

Copeland Capital Management first reported a position in NEE in Q1 2015 and has held it in 44 quarters since. The position peaked at $18.9M in Q1 2016. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Copeland Capital Management held 9,704 shares of NextEra Energy worth $901K as of Q1 2026.
  • Copeland Capital Management sold 363 NextEra Energy shares in Q1 2026, an estimated $32.3K.
  • NextEra Energy made up 0.02% of Copeland Capital Management's portfolio in Q1 2026, its #135 holding.
  • Copeland Capital Management first reported a position in NextEra Energy in Q1 2015 and has held it in 44 quarters since.
  • Copeland Capital Management's NextEra Energy position peaked at $18.9M in Q1 2016.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.