Fox Run Management’s NextEra Energy NEE Stock Holding History

Fox Run 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	–	Sell	-11,364	Closed	-$912K	–	1128
2025 Q4	$912K	Buy	+11,364	New	+$941K	0.14%	244
2025 Q3	–	Sell	-29,619	Closed	-$2.06M	–	1131
2025 Q2	$2.06M	Buy	+29,619	New	+$2.06M	0.34%	22
2024 Q3	–	Sell	-14,622	Closed	-$1.04M	–	1003
2024 Q2	$1.04M	Buy	+14,622	New	+$1.04M	0.19%	171
2024 Q1	–	Sell	-6,183	Closed	-$376K	–	971
2023 Q4	$376K	Sell	6,183 -16,811	-73%	-$958K	0.1%	418
2023 Q3	$1.32M	Buy	22,994 +11,234	+96%	+$778K	0.39%	21
2023 Q2	$873K	Buy	11,760 +9,083	+339%	+$688K	0.25%	113
2023 Q1	$206K	Buy	+2,677	New	+$206K	0.07%	526
2022 Q3	–	Sell	-8,350	Closed	-$647K	–	758
2022 Q2	$647K	Buy	8,350 +2,643	+46%	+$201K	0.32%	56
2022 Q1	$483K	Buy	5,707 +158	+3%	+$12.7K	0.27%	105
2021 Q4	$518K	Sell	5,549 -399	-7%	-$34.5K	0.31%	77
2021 Q3	$467K	Buy	5,948 +93	+2%	+$7.5K	0.29%	97
2021 Q2	$429K	Buy	+5,855	New	+$439K	0.39%	81
2018 Q1	–	Sell	-23,056	Closed	-$900K	–	856
2017 Q4	$900K	Buy	+23,056	New	+$890K	0.26%	85
2017 Q3	–	Sell	-36,800	Closed	-$1.29M	–	807
2017 Q2	$1.29M	Buy	+36,800	New	+$1.26M	0.45%	13
2017 Q1	–	Sell	-16,000	Closed	-$478K	–	695
2016 Q4	$478K	Buy	+16,000	New	+$478K	0.25%	135

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fox Run Management's NEE Position: Q1 2026 in Review

Fox Run Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 11,364 shares — an estimated $912K sold.

Fox Run Management first reported a position in NEE in Q4 2016 and held it in 15 quarters. The position peaked at $2.06M in Q2 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fox Run Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Fox Run Management sold 11,364 NextEra Energy shares in Q1 2026, an estimated $912K.
Fox Run Management first reported a position in NextEra Energy in Q4 2016 and held it in 15 quarters.
Fox Run Management's NextEra Energy position peaked at $2.06M in Q2 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.