Corient Private Wealth
NEE icon

Corient Private Wealth’s NextEra Energy NEE Stock Holding History

Corient Private Wealth’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 		$177M Sell
1,913,940
-8,062,212
-81% -$717M 0.25% 79
2025
Q4 		$491M Buy
9,976,152
+7,890,570
+378% +$654M 0.33% 58
2025
Q3 		$157M Buy
2,085,582
+154,877
+8% +$11.3M 0.25% 84
2025
Q2 		$134M Sell
1,930,705
-54,978
-3% -$3.82M 0.18% 118
2025
Q1 		$141M Sell
1,985,683
-429,132
-18% -$30.3M 0.23% 103
2024
Q4 		$173M Sell
2,414,815
-88,296
-4% -$6.86M 0.29% 74
2024
Q3 		$212M Buy
2,503,111
+183,274
+8% +$14.3M 0.33% 57
2024
Q2 		$164M Sell
2,319,837
-142,109
-6% -$10.1M 0.29% 74
2024
Q1 		$157M Sell
2,461,946
-68,657
-3% -$4.02M 0.28% 81
2023
Q4 		$154M Sell
2,530,603
-829,114
-25% -$47.3M 0.28% 78
2023
Q3 		$192M Sell
3,359,717
-484,359
-13% -$33.5M 0.44% 47
2023
Q2 		$285M Buy
3,844,076
+186,678
+5% +$14.1M 0.66% 30
2023
Q1 		$282M Buy
3,657,398
+2,120,809
+138% +$163M 0.76% 25
2022
Q4 		$128M Buy
+1,536,589
New +$124M 0.47% 52

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

Corient Private Wealth's NEE Position: Q1 2026 in Review

Corient Private Wealth reduced its NextEra Energy (NEE) stake by 81% in Q1 2026, selling an estimated $717M and leaving 1,913,940 shares worth $177M. The position accounts for 0.25% of the portfolio, ranked #79.

Corient Private Wealth first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $491M in Q4 2025. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Corient Private Wealth held 1,913,940 shares of NextEra Energy worth $177M as of Q1 2026.
  • Corient Private Wealth sold 8,062,212 NextEra Energy shares in Q1 2026, an estimated $717M.
  • NextEra Energy made up 0.25% of Corient Private Wealth's portfolio in Q1 2026, its #79 holding.
  • Corient Private Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's NextEra Energy position peaked at $491M in Q4 2025.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.