EH
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Equitable Holdings’s NextEra Energy NEE Stock Holding History

Equitable Holdings’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 		$14.2M Buy
162,553
+94,613
+139% +$8.41M 0.09% 212
2025
Q4 		$5.45M Buy
67,940
+5,445
+9% +$451K 0.04% 352
2025
Q3 		$4.72M Buy
62,495
+916
+1% +$66.9K 0.03% 370
2025
Q2 		$4.27M Buy
61,579
+8,218
+15% +$571K 0.04% 366
2025
Q1 		$3.78M Buy
53,361
+3,421
+7% +$241K 0.04% 348
2024
Q4 		$3.58M Buy
49,940
+1,072
+2% +$83.3K 0.03% 340
2024
Q3 		$4.13M Buy
48,868
+732
+2% +$57.1K 0.04% 315
2024
Q2 		$3.41M Buy
48,136
+7,968
+20% +$565K 0.04% 341
2024
Q1 		$2.57M Buy
40,168
+192
+0.5% +$11.2K 0.03% 379
2023
Q4 		$2.43M Buy
39,976
+410
+1% +$23.4K 0.03% 363
2023
Q3 		$2.27M Buy
39,566
+1,683
+4% +$117K 0.03% 331
2023
Q2 		$2.81M Buy
37,883
+6,860
+22% +$519K 0.04% 281
2023
Q1 		$2.39M Buy
31,023
+3,282
+12% +$252K 0.04% 290
2022
Q4 		$2.32M Buy
27,741
+196
+0.7% +$15.8K 0.04% 277
2022
Q3 		$2.16M Buy
27,545
+769
+3% +$65.2K 0.04% 256
2022
Q2 		$2.07M Buy
26,776
+656
+3% +$49.9K 0.04% 260
2022
Q1 		$2.21M Buy
26,120
+1,839
+8% +$147K 0.04% 270
2021
Q4 		$2.27M Buy
24,281
+1,404
+6% +$121K 0.04% 259
2021
Q3 		$1.8M Sell
22,877
-174
-0.8% -$14K 0.03% 280
2021
Q2 		$1.69M Buy
23,051
+1,880
+9% +$141K 0.03% 280
2021
Q1 		$1.6M Buy
21,171
+6,891
+48% +$538K 0.03% 277
2020
Q4 		$1.1M Buy
14,280
+348
+2% +$26K 0.03% 311
2020
Q3 		$967K Buy
13,932
+112
+0.8% +$7.73K 0.02% 308
2020
Q2 		$830K Buy
13,820
+2,784
+25% +$167K 0.02% 324
2020
Q1 		$664K Buy
11,036
+1,960
+22% +$123K 0.02% 326
2019
Q4 		$549K Buy
+9,076
New +$530K 0.02% 383

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

Equitable Holdings's NEE Position: Q1 2026 in Review

Equitable Holdings increased its NextEra Energy (NEE) stake by 139% in Q1 2026, buying an estimated $8.41M and bringing the position to 162,553 shares worth $14.2M. The position accounts for 0.09% of the portfolio, ranked #212.

Equitable Holdings first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Equitable Holdings held 162,553 shares of NextEra Energy worth $14.2M as of Q1 2026.
  • Equitable Holdings bought 94,613 NextEra Energy shares in Q1 2026, an estimated $8.41M.
  • NextEra Energy made up 0.09% of Equitable Holdings's portfolio in Q1 2026, its #212 holding.
  • Equitable Holdings first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.