FAM
NEE icon

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
2025
Q2 		– Sell
-104,175
Closed -$5.78M – 311
2025
Q1 		$5.78M Buy
+104,175
New +$7.35M 1.12% 24

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

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. 3,029 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.
  • 3,029 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.