E Fund Management’s NextEra Energy NEE Stock Holding History

E Fund 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	$711K	Buy	+7,654	New	+$680K	0.02%	218
2025 Q2	$366K	Sell	5,277 -11	-0.2%	-$764	0.02%	272
2025 Q1	$375K	Buy	5,288 +301	+6%	+$21.2K	0.02%	258
2024 Q4	$358K	Buy	4,987 +1,036	+26%	+$80.5K	0.02%	281
2024 Q3	$334K	Sell	3,951 -702	-15%	-$54.8K	0.02%	242
2024 Q2	$329K	Buy	+4,653	New	+$330K	0.02%	219
2023 Q3	–	Sell	-3,380	Closed	-$251K	–	311
2023 Q2	$251K	Sell	3,380 -322	-9%	-$24.4K	0.02%	242
2023 Q1	$285K	Sell	3,702 -145	-4%	-$11.2K	0.02%	234
2022 Q4	$322K	Sell	3,847 -132	-3%	-$10.7K	0.03%	219
2022 Q3	$312K	Buy	3,979 +78	+2%	+$6.62K	0.03%	231
2022 Q2	$302K	Buy	3,901 +73	+2%	+$5.56K	0.03%	230
2022 Q1	$324K	Sell	3,828 -501	-12%	-$40.2K	0.01%	177
2021 Q4	$404K	Buy	4,329 +51	+1%	+$4.41K	0.01%	186
2021 Q3	$336K	Buy	+4,278	New	+$345K	0.01%	174
2021 Q1	$260K	Buy	+3,445	New	+$269K	0.02%	193

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

E Fund Management's NEE Position: Q1 2026 in Review

E Fund Management opened a new position in NextEra Energy (NEE) in Q1 2026: 7,654 shares worth $711K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: E Fund Management previously reported a position in NEE as recently as Q2 2025.

E Fund Management first reported a position in NEE in Q1 2021 and has held it in 15 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

E Fund Management held 7,654 shares of NextEra Energy worth $711K as of Q1 2026.
NextEra Energy was a new E Fund Management position in Q1 2026.
NextEra Energy made up 0.02% of E Fund Management's portfolio in Q1 2026, its #218 holding.
E Fund Management first reported a position in NextEra Energy in Q1 2021 and has held it in 15 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.