Costello Asset Management’s NextEra Energy NEE Stock Holding History

Costello Asset 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	$1.2M	Buy	12,872 +77	+0.6%	+$6.85K	0.41%	41
2025 Q4	$1.03M	Sell	12,795 -445	-3%	-$36.9K	0.34%	41
2025 Q3	$999K	Buy	13,240 +1,689	+15%	+$123K	0.33%	43
2025 Q2	$802K	Buy	11,551 +7	+0.1%	+$486	0.3%	47
2025 Q1	$818K	Buy	11,544 +9,155	+383%	+$646K	0.33%	46
2024 Q4	$171K	Hold	2,389	–	–	0.11%	64
2024 Q3	$202K	Sell	2,389 -4,880	-67%	-$381K	0.14%	62
2024 Q2	$515K	Sell	7,269 -875	-11%	-$62.1K	0.38%	41
2024 Q1	$520K	Sell	8,144 -455	-5%	-$26.7K	0.37%	43
2023 Q4	$522K	Sell	8,599 -15,291	-64%	-$871K	0.43%	40
2023 Q3	$1.37M	Sell	23,890 -4,536	-16%	-$314K	1.26%	27
2023 Q2	$2.11M	Buy	28,426 +13,630	+92%	+$1.03M	1.81%	20
2023 Q1	$1.14M	Buy	14,796 +8,531	+136%	+$656K	1.17%	27
2022 Q4	$524K	Buy	6,265 +100	+2%	+$8.08K	0.47%	39
2022 Q3	$483K	Sell	6,165 -2,446	-28%	-$208K	0.46%	41
2022 Q2	$667K	Buy	8,611 +715	+9%	+$54.4K	0.58%	38
2022 Q1	$669K	Sell	7,896 -810	-9%	-$64.9K	0.46%	42
2021 Q4	$813K	Sell	8,706 -1,165	-12%	-$101K	0.5%	42
2021 Q3	$775K	Sell	9,871 -639	-6%	-$51.5K	0.5%	41
2021 Q2	$770K	Buy	10,510 +4,665	+80%	+$350K	0.5%	41
2021 Q1	$442K	Buy	5,845 +4,636	+383%	+$362K	0.31%	52
2020 Q4	$93K	Buy	1,209 +1,125	+1,339%	+$84.2K	0.07%	77
2020 Q3	$6K	Hold	84	–	–	0.01%	185
2020 Q2	$5K	Buy	+84	New	+$5.03K	﹤0.01%	188

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

Costello Asset Management's NEE Position: Q1 2026 in Review

Costello Asset Management increased its NextEra Energy (NEE) stake by 0.6% in Q1 2026, buying an estimated $6.85K and bringing the position to 12,872 shares worth $1.2M. The position accounts for 0.41% of the portfolio, ranked #41.

Costello Asset Management first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q2 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Costello Asset Management held 12,872 shares of NextEra Energy worth $1.2M as of Q1 2026.
Costello Asset Management bought 77 NextEra Energy shares in Q1 2026, an estimated $6.85K.
NextEra Energy made up 0.41% of Costello Asset Management's portfolio in Q1 2026, its #41 holding.
Costello Asset Management first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
Costello Asset Management's NextEra Energy position peaked at $2.11M in Q2 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.