EI
NEE icon

EFG International’s NextEra Energy NEE Stock Holding History

EFG International’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 		$10.9M Buy
117,102
+31,520
+37% +$2.8M 0.23% 71
2025
Q4 		$6.86M Buy
+85,582
New +$7.09M 0.13% 132

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

EFG International's NEE Position: Q1 2026 in Review

EFG International increased its NextEra Energy (NEE) stake by 37% in Q1 2026, buying an estimated $2.8M and bringing the position to 117,102 shares worth $10.9M. The position accounts for 0.23% of the portfolio, ranked #71.

EFG International first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • EFG International held 117,102 shares of NextEra Energy worth $10.9M as of Q1 2026.
  • EFG International bought 31,520 NextEra Energy shares in Q1 2026, an estimated $2.8M.
  • NextEra Energy made up 0.23% of EFG International's portfolio in Q1 2026, its #71 holding.
  • EFG International first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.