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Excalibur Management’s NextEra Energy NEE Stock Holding History

Excalibur 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 		$920K Buy
9,904
+567
+6% +$50.4K 0.33% 80
2025
Q4 		$750K Sell
9,337
-313
-3% -$25.9K 0.27% 87
2025
Q3 		$728K Buy
9,650
+32
+0.3% +$2.34K 0.26% 91
2025
Q2 		$668K Buy
9,618
+421
+5% +$29.2K 0.25% 95
2025
Q1 		$652K Buy
9,197
+154
+2% +$10.9K 0.26% 88
2024
Q4 		$648K Buy
9,043
+2,213
+32% +$172K 0.26% 92
2024
Q3 		$577K Buy
6,830
+71
+1% +$5.54K 0.22% 96
2024
Q2 		$479K Buy
6,759
+1,016
+18% +$72.1K 0.2% 101
2024
Q1 		$367K Buy
+5,743
New +$336K 0.16% 115
2023
Q3 		– Sell
-4,160
Closed -$309K – 159
2023
Q2 		$309K Hold
4,160
– – 0.16% 119
2023
Q1 		$321K Hold
4,160
– – 0.17% 118
2022
Q4 		$348K Sell
4,160
-50
-1% -$4.04K 0.18% 108
2022
Q3 		$330K Sell
4,210
-2,290
-35% -$194K 0.18% 108
2022
Q2 		$503K Sell
6,500
-2,202
-25% -$168K 0.26% 89
2022
Q1 		$737K Sell
8,702
-1,379
-14% -$111K 0.32% 78
2021
Q4 		$941K Hold
10,081
– – 0.38% 71
2021
Q3 		$792K Buy
10,081
+69
+0.7% +$5.57K 0.35% 74
2021
Q2 		$734K Buy
10,012
+422
+4% +$31.7K 0.33% 71
2021
Q1 		$725K Sell
9,590
-20
-0.2% -$1.56K 0.36% 70
2020
Q4 		$741K Buy
9,610
+50
+0.5% +$3.74K 0.4% 62
2020
Q3 		$663K Buy
+9,560
New +$660K 0.4% 60

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

Excalibur Management's NEE Position: Q1 2026 in Review

Excalibur Management increased its NextEra Energy (NEE) stake by 6.1% in Q1 2026, buying an estimated $50.4K and bringing the position to 9,904 shares worth $920K. The position accounts for 0.33% of the portfolio, ranked #80.

Excalibur Management first reported a position in NEE in Q3 2020 and has held it in 21 quarters since. The position peaked at $941K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Excalibur Management held 9,904 shares of NextEra Energy worth $920K as of Q1 2026.
  • Excalibur Management bought 567 NextEra Energy shares in Q1 2026, an estimated $50.4K.
  • NextEra Energy made up 0.33% of Excalibur Management's portfolio in Q1 2026, its #80 holding.
  • Excalibur Management first reported a position in NextEra Energy in Q3 2020 and has held it in 21 quarters since.
  • Excalibur Management's NextEra Energy position peaked at $941K in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.