Elefante Mark B’s NextEra Energy NEE Stock Holding History

Elefante Mark B’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	$2.87M	Buy	30,896 +11,200	+57%	+$996K	1.58%	28
2025 Q4	$1.58M	Sell	19,696 -85	-0.4%	-$7.04K	0.97%	32
2025 Q3	$1.49M	Buy	19,781 +5,030	+34%	+$368K	0.96%	31
2025 Q2	$1.02M	Buy	14,751 +10	+0.1%	+$695	0.77%	32
2025 Q1	$1.04M	Buy	14,741 +265	+2%	+$18.7K	0.83%	30
2024 Q4	$1.04M	Buy	+14,476	New	+$1.12M	0.95%	31
2020 Q2	$392K	Sell	6,528 -300	-4%	-$18K	1.32%	31
2020 Q1	$411K	Buy	6,828 +360	+6%	+$22.6K	1.79%	28
2019 Q4	$391K	Buy	6,468 +2,660	+70%	+$155K	1.42%	30
2019 Q3	$222K	Buy	+3,808	New	+$206K	0.87%	41
2018 Q1	–	Sell	-5,572	Closed	-$218K	–	40
2017 Q4	$218K	Buy	+5,572	New	+$215K	1.04%	36

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

Elefante Mark B's NEE Position: Q1 2026 in Review

Elefante Mark B increased its NextEra Energy (NEE) stake by 57% in Q1 2026, buying an estimated $996K and bringing the position to 30,896 shares worth $2.87M. The position accounts for 1.58% of the portfolio, ranked #28.

Elefante Mark B first reported a position in NEE in Q4 2017 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Elefante Mark B held 30,896 shares of NextEra Energy worth $2.87M as of Q1 2026.
Elefante Mark B bought 11,200 NextEra Energy shares in Q1 2026, an estimated $996K.
NextEra Energy made up 1.58% of Elefante Mark B's portfolio in Q1 2026, its #28 holding.
Elefante Mark B first reported a position in NextEra Energy in Q4 2017 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.