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Fidelis Capital Partners’s NextEra Energy NEE Stock Holding History

Fidelis Capital Partners’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 		$1.95M Buy
21,038
+1,282
+6% +$114K 0.14% 127
2025
Q4 		$1.59M Buy
19,756
+40
+0.2% +$3.31K 0.12% 145
2025
Q3 		$1.49M Buy
19,716
+1,076
+6% +$78.6K 0.12% 147
2025
Q2 		$1.31M Buy
18,640
+1,096
+6% +$76.1K 0.12% 141
2025
Q1 		$1.16M Sell
17,544
-3
-0% -$212 0.12% 137
2024
Q4 		$1.25M Buy
17,547
+1,005
+6% +$78.1K 0.12% 139
2024
Q3 		$1.41M Sell
16,542
-204
-1% -$15.9K 0.17% 112
2024
Q2 		$1.3M Buy
16,746
+69
+0.4% +$4.9K 0.19% 94
2024
Q1 		$1.07M Sell
16,677
-849
-5% -$49.7K 0.16% 119
2023
Q4 		$1.06M Buy
17,526
+4,256
+32% +$243K 0.24% 89
2023
Q3 		$758K Sell
13,270
-88
-0.7% -$6.09K 0.26% 88
2023
Q2 		$991K Buy
13,358
+339
+3% +$25.7K 0.36% 71
2023
Q1 		$983K Buy
13,019
+10,538
+425% +$810K 0.42% 62
2022
Q4 		$209K Buy
+2,481
New +$200K 0.25% 106

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

Fidelis Capital Partners's NEE Position: Q1 2026 in Review

Fidelis Capital Partners increased its NextEra Energy (NEE) stake by 6.5% in Q1 2026, buying an estimated $114K and bringing the position to 21,038 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #127.

Fidelis Capital Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Fidelis Capital Partners held 21,038 shares of NextEra Energy worth $1.95M as of Q1 2026.
  • Fidelis Capital Partners bought 1,282 NextEra Energy shares in Q1 2026, an estimated $114K.
  • NextEra Energy made up 0.14% of Fidelis Capital Partners's portfolio in Q1 2026, its #127 holding.
  • Fidelis Capital Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.