Essex Investment Management’s NextEra Energy NEE Stock Holding History

Essex Investment 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	$922K	Sell	9,923 -5,247	-35%	-$466K	0.15%	143
2025 Q4	$1.22M	Sell	15,170 -4,361	-22%	-$361K	0.19%	137
2025 Q3	$1.47M	Sell	19,531 -60,004	-75%	-$4.38M	0.23%	132
2025 Q2	$5.52M	Sell	79,535 -26,656	-25%	-$1.85M	1%	25
2025 Q1	$7.53M	Sell	106,191 -12,000	-10%	-$847K	1.57%	5
2024 Q4	$8.47M	Buy	118,191 +7,090	+6%	+$551K	1.52%	9
2024 Q3	$9.39M	Sell	111,101 -10,878	-9%	-$849K	1.64%	5
2024 Q2	$8.64M	Sell	121,979 -12,655	-9%	-$898K	1.62%	5
2024 Q1	$8.6M	Buy	134,634 +40,265	+43%	+$2.36M	1.7%	4
2023 Q4	$5.73M	Buy	94,369 +19,614	+26%	+$1.12M	1.13%	17
2023 Q3	$4.28M	Buy	74,755 +74,220	+13,873%	+$5.14M	0.7%	32
2023 Q2	$39.7K	Hold	535	–	–	0.01%	324
2023 Q1	$41.2K	Hold	535	–	–	0.01%	326
2022 Q4	$45K	Sell	535 -205	-28%	-$16.6K	0.01%	320
2022 Q3	$58K	Hold	740	–	–	0.01%	314
2022 Q2	$57K	Hold	740	–	–	0.01%	325
2022 Q1	$63K	Hold	740	–	–	0.01%	323
2021 Q4	$69K	Hold	740	–	–	0.01%	333
2021 Q3	$58K	Sell	740 -308	-29%	-$24.8K	0.01%	348
2021 Q2	$77K	Hold	1,048	–	–	0.01%	346
2021 Q1	$79K	Hold	1,048	–	–	0.01%	360
2020 Q4	$81K	Hold	1,048	–	–	0.01%	379
2020 Q3	$73K	Buy	+1,048	New	+$72.4K	0.01%	377

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's NEE Position: Q1 2026 in Review

Essex Investment Management reduced its NextEra Energy (NEE) stake by 35% in Q1 2026, selling an estimated $466K and leaving 9,923 shares worth $922K. The position accounts for 0.15% of the portfolio, ranked #143.

Essex Investment Management first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.39M in Q3 2024. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Essex Investment Management held 9,923 shares of NextEra Energy worth $922K as of Q1 2026.
Essex Investment Management sold 5,247 NextEra Energy shares in Q1 2026, an estimated $466K.
NextEra Energy made up 0.15% of Essex Investment Management's portfolio in Q1 2026, its #143 holding.
Essex Investment Management first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
Essex Investment Management's NextEra Energy position peaked at $9.39M in Q3 2024.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.