Elo Mutual Pension Insurance’s NextEra Energy NEE Stock Holding History

Elo Mutual Pension Insurance’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	$11.3M	Sell	121,732 -39,169	-24%	-$3.48M	0.19%	96
2025 Q4	$12.9M	Sell	160,901 -15,216	-9%	-$1.26M	0.2%	91
2025 Q3	$13.3M	Buy	176,117 +5,075	+3%	+$371K	0.22%	82
2025 Q2	$11.9M	Buy	171,042 +25,982	+18%	+$1.8M	0.24%	80
2025 Q1	$10.3M	Sell	145,060 -39,404	-21%	-$2.78M	0.23%	83
2024 Q4	$13.2M	Sell	184,464 -10,796	-6%	-$839K	0.28%	65
2024 Q3	$16.5M	Buy	195,260 +9,415	+5%	+$735K	0.35%	54
2024 Q2	$13.2M	Sell	185,845 -1,623	-0.9%	-$115K	0.31%	62
2024 Q1	$12M	Buy	187,468 +8,398	+5%	+$492K	0.28%	70
2023 Q4	$10.9M	Buy	179,070 +9,718	+6%	+$554K	0.29%	65
2023 Q3	$9.7M	Buy	169,352 +2,843	+2%	+$197K	0.3%	63
2023 Q2	$12.4M	Buy	166,509 +7,838	+5%	+$593K	0.36%	50
2023 Q1	$12.2M	Buy	158,671 +6,628	+4%	+$510K	0.39%	48
2022 Q4	$12.7M	Buy	152,043 +4,497	+3%	+$363K	0.44%	42
2022 Q3	$11.6M	Sell	147,546 -7,165	-5%	-$608K	0.44%	42
2022 Q2	$12M	Buy	154,711 +393	+0.3%	+$29.9K	0.4%	47
2022 Q1	$13.1M	Buy	154,318 +6,905	+5%	+$553K	0.38%	50
2021 Q4	$13.8M	Buy	+147,413	New	+$12.7M	0.38%	51

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

Elo Mutual Pension Insurance's NEE Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its NextEra Energy (NEE) stake by 24% in Q1 2026, selling an estimated $3.48M and leaving 121,732 shares worth $11.3M. The position accounts for 0.19% of the portfolio, ranked #96.

Elo Mutual Pension Insurance first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Elo Mutual Pension Insurance held 121,732 shares of NextEra Energy worth $11.3M as of Q1 2026.
Elo Mutual Pension Insurance sold 39,169 NextEra Energy shares in Q1 2026, an estimated $3.48M.
NextEra Energy made up 0.19% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #96 holding.
Elo Mutual Pension Insurance first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Elo Mutual Pension Insurance's NextEra Energy position peaked at $16.5M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.