Fayez Sarofim & Co’s NextEra Energy NEE Stock Holding History

Fayez Sarofim & Co’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	$485K	Buy	5,221 +36	+0.7%	+$3.2K	﹤0.01%	227
2025 Q4	$416K	Sell	5,185 -105	-2%	-$8.7K	﹤0.01%	244
2025 Q3	$399K	Buy	5,290 +105	+2%	+$7.67K	﹤0.01%	258
2025 Q2	$360K	Sell	5,185 -800	-13%	-$55.6K	﹤0.01%	259
2025 Q1	$424K	Sell	5,985 -1,200	-17%	-$84.7K	﹤0.01%	243
2024 Q4	$515K	Sell	7,185 -1,000	-12%	-$77.7K	﹤0.01%	231
2024 Q3	$692K	Hold	8,185	–	–	﹤0.01%	199
2024 Q2	$580K	Buy	8,185 +2,240	+38%	+$159K	﹤0.01%	202
2024 Q1	$380K	Buy	5,945 +9	+0.2%	+$527	﹤0.01%	238
2023 Q4	$336K	Sell	5,936 -51,479	-90%	-$2.93M	﹤0.01%	245
2023 Q3	$3.29M	Sell	57,415 -4,183	-7%	-$290K	0.01%	124
2023 Q2	$4.57M	Sell	61,598 -14,906	-19%	-$1.13M	0.02%	113
2023 Q1	$5.9M	Sell	76,504 -22,368	-23%	-$1.72M	0.02%	102
2022 Q4	$8.27M	Buy	98,872 +78	+0.1%	+$6.3K	0.03%	94
2022 Q3	$7.75M	Buy	98,794 +13,560	+16%	+$1.15M	0.03%	95
2022 Q2	$6.6M	Buy	85,234 +1,075	+1%	+$81.8K	0.02%	103
2022 Q1	$7.13M	Buy	84,159 +6,211	+8%	+$498K	0.02%	109
2021 Q4	$7.28M	Buy	77,948 +2,515	+3%	+$217K	0.02%	108
2021 Q3	$5.92M	Sell	75,433 -2,005	-3%	-$162K	0.02%	110
2021 Q2	$5.67M	Sell	77,438 -1,058	-1%	-$79.4K	0.02%	112
2021 Q1	$5.93M	Sell	78,496 -25,450	-24%	-$1.99M	0.02%	100
2020 Q4	$8.02M	Buy	103,946 +7,782	+8%	+$582K	0.03%	92
2020 Q3	$6.67M	Buy	96,164 +5,800	+6%	+$400K	0.03%	95
2020 Q2	$5.43M	Buy	90,364 +35,320	+64%	+$2.11M	0.03%	97
2020 Q1	$3.31M	Buy	55,044 +2,368	+4%	+$149K	0.02%	108
2019 Q4	$3.19M	Buy	52,676 +2,900	+6%	+$169K	0.02%	125
2019 Q3	$2.9M	Buy	49,776 +200	+0.4%	+$10.8K	0.01%	120
2019 Q2	$2.54M	Sell	49,576 -1,052	-2%	-$51.8K	0.01%	124
2019 Q1	$2.45M	Buy	50,628 +2,000	+4%	+$91.4K	0.01%	128
2018 Q4	$2.11M	Buy	48,628 +1,200	+3%	+$52.5K	0.01%	124
2018 Q3	$1.99M	Hold	47,428	–	–	0.01%	132
2018 Q2	$1.98M	Sell	47,428 -5,660	-11%	-$229K	0.01%	128
2018 Q1	$2.17M	Sell	53,088 -696	-1%	-$26.8K	0.01%	124
2017 Q4	$2.1M	Hold	53,784	–	–	0.01%	124
2017 Q3	$1.97M	Hold	53,784	–	–	0.01%	127
2017 Q2	$1.88M	Sell	53,784 -800	-1%	-$27.3K	0.01%	129
2017 Q1	$1.75M	Sell	54,584 -8,548	-14%	-$269K	0.01%	131
2016 Q4	$1.89M	Buy	63,132 +9,156	+17%	+$274K	0.01%	129
2016 Q3	$1.65M	Hold	53,976	–	–	0.01%	136
2016 Q2	$1.76M	Buy	53,976 +8,400	+18%	+$252K	0.01%	137
2016 Q1	$1.35M	Buy	45,576 +6,148	+16%	+$173K	0.01%	134
2015 Q4	$1.02M	Hold	39,428	–	–	0.01%	146
2015 Q3	$962K	Hold	39,428	–	–	0.01%	145
2015 Q2	$966K	Buy	39,428 +2,400	+6%	+$61K	﹤0.01%	144
2015 Q1	$963K	Sell	37,028 -760	-2%	-$20K	﹤0.01%	142
2014 Q4	$1M	Sell	37,788 -40	-0.1%	-$1.01K	﹤0.01%	143
2014 Q3	$888K	Hold	37,828	–	–	﹤0.01%	153
2014 Q2	$969K	Sell	37,828 -1,400	-4%	-$34.1K	﹤0.01%	151
2014 Q1	$938K	Sell	39,228 -3,136	-7%	-$71.1K	﹤0.01%	150
2013 Q4	$907K	Buy	+42,364	New	+$893K	﹤0.01%	154
2013 Q2	$879K	Buy	+43,164	New	+$856K	﹤0.01%	143

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

Fayez Sarofim & Co's NEE Position: Q1 2026 in Review

Fayez Sarofim & Co increased its NextEra Energy (NEE) stake by 0.69% in Q1 2026, buying an estimated $3.2K and bringing the position to 5,221 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Fayez Sarofim & Co first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.27M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fayez Sarofim & Co held 5,221 shares of NextEra Energy worth $485K as of Q1 2026.
Fayez Sarofim & Co bought 36 NextEra Energy shares in Q1 2026, an estimated $3.2K.
NextEra Energy made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q1 2026, its #227 holding.
Fayez Sarofim & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
Fayez Sarofim & Co's NextEra Energy position peaked at $8.27M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.