Epoch Investment Partners’s NextEra Energy NEE Stock Holding History

Epoch Investment Partners’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	$84.4M	Sell	908,642 -53,193	-6%	-$4.73M	0.51%	78
2025 Q4	$77.2M	Sell	961,835 -10,773	-1%	-$892K	0.44%	89
2025 Q3	$73.4M	Sell	972,608 -43,865	-4%	-$3.21M	0.4%	95
2025 Q2	$70.6M	Sell	1,016,473 -63,928	-6%	-$4.44M	0.37%	106
2025 Q1	$76.6M	Sell	1,080,401 -19,524	-2%	-$1.38M	0.4%	96
2024 Q4	$78.9M	Sell	1,099,925 -165,156	-13%	-$12.8M	0.38%	93
2024 Q3	$107M	Sell	1,265,081 -21,482	-2%	-$1.68M	0.48%	69
2024 Q2	$91.1M	Sell	1,286,563 -3,412	-0.3%	-$242K	0.42%	80
2024 Q1	$82.4M	Sell	1,289,975 -182,121	-12%	-$10.7M	0.37%	102
2023 Q4	$89.4M	Buy	1,472,096 +57,215	+4%	+$3.26M	0.41%	75
2023 Q3	$81.1M	Sell	1,414,881 -489,253	-26%	-$33.9M	0.52%	55
2023 Q2	$141M	Sell	1,904,134 -432,396	-19%	-$32.7M	0.82%	27
2023 Q1	$180M	Sell	2,336,530 -2,494	-0.1%	-$192K	1.07%	15
2022 Q4	$196M	Sell	2,339,024 -39,270	-2%	-$3.17M	1.17%	11
2022 Q3	$186M	Buy	2,378,294 +95,257	+4%	+$8.08M	1.22%	7
2022 Q2	$177M	Buy	2,283,037 +412,302	+22%	+$31.4M	1.04%	14
2022 Q1	$158M	Buy	1,870,735 +77,572	+4%	+$6.22M	0.78%	30
2021 Q4	$167M	Sell	1,793,163 -91,054	-5%	-$7.87M	0.85%	25
2021 Q3	$148M	Sell	1,884,217 -118,859	-6%	-$9.59M	0.82%	29
2021 Q2	$147M	Buy	2,003,076 +917,457	+85%	+$68.9M	0.79%	34
2021 Q1	$82.1M	Buy	1,085,619 +133,005	+14%	+$10.4M	0.38%	97
2020 Q4	$73.5M	Buy	+952,614	New	+$71.3M	0.34%	108
2018 Q1	–	Sell	-15,196	Closed	-$593K	–	322
2017 Q4	$593K	Sell	15,196 -5,049,960	-100%	-$195M	﹤0.01%	292
2017 Q3	$186M	Buy	5,065,156 +139,196	+3%	+$5.1M	0.62%	54
2017 Q2	$173M	Sell	4,925,960 -173,716	-3%	-$5.94M	0.58%	65
2017 Q1	$164M	Sell	5,099,676 -615,876	-11%	-$19.4M	0.55%	71
2016 Q4	$171M	Sell	5,715,552 -276,960	-5%	-$8.28M	0.64%	63
2016 Q3	$183M	Buy	5,992,512 +1,150,880	+24%	+$36.3M	0.68%	54
2016 Q2	$158M	Buy	+4,841,632	New	+$145M	0.59%	62

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

Epoch Investment Partners's NEE Position: Q1 2026 in Review

Epoch Investment Partners reduced its NextEra Energy (NEE) stake by 5.5% in Q1 2026, selling an estimated $4.73M and leaving 908,642 shares worth $84.4M. The position accounts for 0.51% of the portfolio, ranked #78.

Epoch Investment Partners first reported a position in NEE in Q2 2016 and has held it in 29 quarters since. The position peaked at $196M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Epoch Investment Partners held 908,642 shares of NextEra Energy worth $84.4M as of Q1 2026.
Epoch Investment Partners sold 53,193 NextEra Energy shares in Q1 2026, an estimated $4.73M.
NextEra Energy made up 0.51% of Epoch Investment Partners's portfolio in Q1 2026, its #78 holding.
Epoch Investment Partners first reported a position in NextEra Energy in Q2 2016 and has held it in 29 quarters since.
Epoch Investment Partners's NextEra Energy position peaked at $196M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.