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Coston McIsaac & Partners’s NextEra Energy NEE Stock Holding History

Coston McIsaac & Partners’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 		$7.28M Sell
78,365
-776
-1% -$69K 1.64% 16
2025
Q4 		$6.35M Buy
79,141
+1,797
+2% +$149K 1.47% 20
2025
Q3 		$5.84M Buy
77,344
+1,413
+2% +$103K 1.39% 23
2025
Q2 		$5.27M Buy
75,931
+789
+1% +$54.8K 1.37% 23
2025
Q1 		$5.33M Sell
75,142
-72
-0.1% -$5.08K 1.55% 22
2024
Q4 		$5.39M Sell
75,214
-276
-0.4% -$21.4K 1.6% 19
2024
Q3 		$6.38K Buy
75,490
+1,294
+2% +$101K 1.8% 17
2024
Q2 		$5.25M Buy
74,196
+1,969
+3% +$140K 1.66% 22
2024
Q1 		$4.62M Buy
72,227
+3,303
+5% +$193K 1.48% 28
2023
Q4 		$4.18M Buy
68,924
+5,869
+9% +$334K 1.46% 28
2023
Q3 		$3.61M Buy
63,055
+5,228
+9% +$362K 1.37% 31
2023
Q2 		$4.29M Buy
57,827
+1,160
+2% +$87.8K 1.48% 25
2023
Q1 		$4.37M Buy
56,667
+3,030
+6% +$233K 1.63% 20
2022
Q4 		$4.48K Buy
53,637
+3,758
+8% +$304K 1.75% 17
2022
Q3 		$3.91M Buy
49,879
+4,109
+9% +$349K 1.78% 16
2022
Q2 		$3.54M Buy
+45,770
New +$3.48M 2.14% 15

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

Coston McIsaac & Partners's NEE Position: Q1 2026 in Review

Coston McIsaac & Partners reduced its NextEra Energy (NEE) stake by 0.98% in Q1 2026, selling an estimated $69K and leaving 78,365 shares worth $7.28M. The position accounts for 1.64% of the portfolio, ranked #16.

Coston McIsaac & Partners first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Coston McIsaac & Partners held 78,365 shares of NextEra Energy worth $7.28M as of Q1 2026.
  • Coston McIsaac & Partners sold 776 NextEra Energy shares in Q1 2026, an estimated $69K.
  • NextEra Energy made up 1.64% of Coston McIsaac & Partners's portfolio in Q1 2026, its #16 holding.
  • Coston McIsaac & Partners first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.