ELCO Management’s NextEra Energy NEE Stock Holding History

ELCO 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	$2.13M	Buy	22,893 +1,318	+6%	+$117K	1.02%	21
2025 Q4	$1.73M	Sell	21,575 -1,915	-8%	-$159K	1.09%	20
2025 Q3	$1.77M	Sell	23,490 -950	-4%	-$69.4K	0.92%	24
2025 Q2	$1.7M	Buy	24,440 +16	+0.1%	+$1.11K	0.89%	29
2025 Q1	$1.73M	Buy	24,424 +6	+0%	+$424	0.96%	26
2024 Q4	$1.75M	Sell	24,418 -3,875	-14%	-$301K	0.92%	29
2024 Q3	$2.39M	Buy	28,293 +262	+0.9%	+$20.4K	1.29%	18
2024 Q2	$1.98M	Buy	28,031 +5,034	+22%	+$357K	1.16%	19
2024 Q1	$1.47M	Buy	22,997 +829	+4%	+$48.6K	0.9%	28
2023 Q4	$1.35M	Buy	22,168 +6,445	+41%	+$367K	0.89%	29
2023 Q3	$901K	Buy	15,723 +6,894	+78%	+$477K	0.65%	39
2023 Q2	$655K	Sell	8,829 -100	-1%	-$7.57K	0.47%	51
2023 Q1	$688K	Buy	8,929 +814	+10%	+$62.6K	0.5%	51
2022 Q4	$678K	Sell	8,115 -710	-8%	-$57.4K	0.51%	50
2022 Q3	$692K	Buy	8,825 +443	+5%	+$37.6K	0.55%	47
2022 Q2	$649K	Hold	8,382	–	–	0.53%	47
2022 Q1	$710K	Buy	8,382 +200	+2%	+$16K	0.48%	52
2021 Q4	$764K	Sell	8,182 -100	-1%	-$8.64K	0.55%	48
2021 Q3	$650K	Sell	8,282 -814	-9%	-$65.6K	0.5%	58
2021 Q2	$667K	Buy	9,096 +2,953	+48%	+$222K	0.5%	58
2021 Q1	$464K	Sell	6,143 -4,622	-43%	-$361K	0.42%	77
2020 Q4	$831K	Sell	10,765 -16,015	-60%	-$1.2M	0.72%	38
2020 Q3	$1.86M	Sell	26,780 -272	-1%	-$18.8K	1.52%	19
2020 Q2	$1.62M	Hold	27,052	–	–	1.37%	23
2020 Q1	$1.63M	Sell	27,052 -24,088	-47%	-$1.51M	1.7%	17
2019 Q4	$3.1M	Sell	51,140 -4,000	-7%	-$234K	1.87%	15
2019 Q3	$3.21M	Sell	55,140 -4,400	-7%	-$238K	1.93%	14
2019 Q2	$3.05M	Sell	59,540 -80	-0.1%	-$3.94K	1.69%	18
2019 Q1	$2.88M	Sell	59,620 -7,340	-11%	-$336K	1.7%	16
2018 Q4	$2.91M	Sell	66,960 -7,060	-10%	-$309K	1.98%	9
2018 Q3	$3.1M	Hold	74,020	–	–	1.63%	18
2018 Q2	$3.09M	Sell	74,020 -11,200	-13%	-$452K	1.66%	14
2018 Q1	$3.48M	Hold	85,220	–	–	2.05%	8
2017 Q4	$3.33M	Sell	85,220 -2,000	-2%	-$77.2K	1.84%	11
2017 Q3	$3.2M	Buy	87,220 +840	+1%	+$30.8K	1.8%	12
2017 Q2	$3.08M	Sell	86,380 -1,600	-2%	-$54.7K	1.8%	13
2017 Q1	$2.82M	Sell	87,980 -400	-0.5%	-$12.6K	1.51%	17
2016 Q4	$2.64M	Sell	88,380 -70,400	-44%	-$2.1M	1.47%	19
2016 Q3	$4.86M	Buy	+158,780	New	+$5M	1.94%	12

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

ELCO Management's NEE Position: Q1 2026 in Review

ELCO Management increased its NextEra Energy (NEE) stake by 6.1% in Q1 2026, buying an estimated $117K and bringing the position to 22,893 shares worth $2.13M. The position accounts for 1.02% of the portfolio, ranked #21.

ELCO Management first reported a position in NEE in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.86M in Q3 2016. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

ELCO Management held 22,893 shares of NextEra Energy worth $2.13M as of Q1 2026.
ELCO Management bought 1,318 NextEra Energy shares in Q1 2026, an estimated $117K.
NextEra Energy made up 1.02% of ELCO Management's portfolio in Q1 2026, its #21 holding.
ELCO Management first reported a position in NextEra Energy in Q3 2016 and has held it in 39 quarters since.
ELCO Management's NextEra Energy position peaked at $4.86M in Q3 2016.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.