Fulcrum Asset Management’s NextEra Energy NEE Stock Holding History

Fulcrum Asset 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	$13.4M	Buy	145,168 +81,651	+129%	+$7.26M	2.02%	11
2025 Q4	$5.12M	Sell	63,517 -15,508	-20%	-$1.28M	1.42%	14
2025 Q3	$5.97M	Buy	79,025 +20,630	+35%	+$1.51M	1.65%	14
2025 Q2	$4.05M	Buy	+58,395	New	+$4.06M	1.16%	21
2022 Q1	–	Hold	0	–	–	–	17
2021 Q4	–	Hold	0	–	–	–	84
2021 Q3	–	Hold	0	–	–	–	85
2021 Q1	–	Hold	0	–	–	–	76
2020 Q4	–	Hold	0	–	–	–	13
2020 Q3	–	Sell	-68,712	Closed	-$4.74M	–	15
2020 Q2	$4.41M	Buy	+68,712	New	+$4.11M	1.48%	13

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

Fulcrum Asset Management's NEE Position: Q1 2026 in Review

Fulcrum Asset Management increased its NextEra Energy (NEE) stake by 129% in Q1 2026, buying an estimated $7.26M and bringing the position to 145,168 shares worth $13.4M. The position accounts for 2.02% of the portfolio, ranked #11.

Fulcrum Asset Management first reported a position in NEE in Q2 2020 and has held it in 5 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fulcrum Asset Management held 145,168 shares of NextEra Energy worth $13.4M as of Q1 2026.
Fulcrum Asset Management bought 81,651 NextEra Energy shares in Q1 2026, an estimated $7.26M.
NextEra Energy made up 2.02% of Fulcrum Asset Management's portfolio in Q1 2026, its #11 holding.
Fulcrum Asset Management first reported a position in NextEra Energy in Q2 2020 and has held it in 5 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.