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Ethic Inc’s NextEra Energy NEE Stock Holding History

Ethic Inc’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 		$4.26M Buy
45,914
+3,551
+8% +$316K 0.07% 295
2025
Q4 		$3.4M Buy
42,363
+5,351
+14% +$443K 0.05% 345
2025
Q3 		$2.79M Sell
37,012
-1,833
-5% -$134K 0.05% 382
2025
Q2 		$2.75M Buy
38,845
+2,087
+6% +$145K 0.05% 359
2025
Q1 		$2.61M Buy
36,758
+6,029
+20% +$426K 0.05% 351
2024
Q4 		$2.2M Buy
30,729
+13,782
+81% +$1.07M 0.04% 395
2024
Q3 		$1.08M Sell
16,947
-8,104
-32% -$632K 0.03% 557
2024
Q2 		$1.77M Buy
25,051
+8,104
+48% +$575K 0.04% 417
2024
Q1 		$1.08M Sell
16,947
-2,656
-14% -$156K 0.03% 557
2023
Q4 		$1.19M Buy
19,603
+3,840
+24% +$219K 0.04% 487
2023
Q3 		$903K Buy
15,763
+6,132
+64% +$425K 0.03% 509
2023
Q2 		$715K Sell
9,631
-469
-5% -$35.5K 0.03% 548
2023
Q1 		$778K Sell
10,100
-537
-5% -$41.3K 0.03% 519
2022
Q4 		$889K Buy
10,637
+2,962
+39% +$239K 0.05% 404
2022
Q3 		$602K Buy
7,675
+1,383
+22% +$117K 0.04% 450
2022
Q2 		$487K Buy
6,292
+1,504
+31% +$115K 0.03% 477
2022
Q1 		$406K Buy
4,788
+947
+25% +$75.9K 0.03% 521
2021
Q4 		$359K Buy
3,841
+95
+3% +$8.21K 0.03% 488
2021
Q3 		$294K Buy
+3,746
New +$302K 0.03% 484

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

Ethic Inc's NEE Position: Q1 2026 in Review

Ethic Inc increased its NextEra Energy (NEE) stake by 8.4% in Q1 2026, buying an estimated $316K and bringing the position to 45,914 shares worth $4.26M. The position accounts for 0.07% of the portfolio, ranked #295.

Ethic Inc first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ethic Inc held 45,914 shares of NextEra Energy worth $4.26M as of Q1 2026.
  • Ethic Inc bought 3,551 NextEra Energy shares in Q1 2026, an estimated $316K.
  • NextEra Energy made up 0.07% of Ethic Inc's portfolio in Q1 2026, its #295 holding.
  • Ethic Inc first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.