FIM
NEE icon

FWL Investment Management’s NextEra Energy NEE Stock Holding History

FWL Investment 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 		$182K Buy
1,960
+265
+16% +$23.6K 0.04% 109
2025
Q4 		$136K Hold
1,695
– – 0.03% 101
2025
Q3 		$128K Buy
1,695
+375
+28% +$27.4K 0.03% 102
2025
Q2 		$91.6K Hold
1,320
– – 0.03% 123
2025
Q1 		$93.6K Sell
1,320
-56
-4% -$3.95K 0.03% 117
2024
Q4 		$98.6K Hold
1,376
– – 0.04% 113
2024
Q3 		$116K Buy
+1,376
New +$107K 0.04% 89
2024
Q2 		– Sell
-15
Closed -$959 – 259
2024
Q1 		$959 Sell
15
-24
-62% -$1.41K ﹤0.01% 216
2023
Q4 		$2.37K Buy
+39
New +$2.22K ﹤0.01% 212
2023
Q2 		– Sell
-78,653
Closed -$6.06M – 70
2023
Q1 		$6.06M Buy
78,653
+16,153
+26% +$1.24M 4.47% 11
2022
Q4 		$5.22M Buy
62,500
+5,768
+10% +$466K 3.96% 12
2022
Q3 		$4.45M Buy
56,732
+16,556
+41% +$1.4M 3.93% 11
2022
Q2 		$3.11M Sell
40,176
-31,294
-44% -$2.38M 2.26% 23
2022
Q1 		$6.05M Buy
71,470
+20,847
+41% +$1.67M 3.74% 12
2021
Q4 		$4.73M Buy
50,623
+1,445
+3% +$125K 2.89% 16
2021
Q3 		$3.86M Buy
49,178
+1,311
+3% +$106K 2.43% 18
2021
Q2 		$3.51M Buy
47,867
+2,300
+5% +$173K 2.13% 21
2021
Q1 		$3.44M Buy
45,567
+7,221
+19% +$564K 2.32% 20
2020
Q4 		$2.96M Buy
+38,346
New +$2.87M 2.27% 20

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

FWL Investment Management's NEE Position: Q1 2026 in Review

FWL Investment Management increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,960 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #109.

FWL Investment Management first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.06M in Q1 2023. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • FWL Investment Management held 1,960 shares of NextEra Energy worth $182K as of Q1 2026.
  • FWL Investment Management bought 265 NextEra Energy shares in Q1 2026, an estimated $23.6K.
  • NextEra Energy made up 0.04% of FWL Investment Management's portfolio in Q1 2026, its #109 holding.
  • FWL Investment Management first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • FWL Investment Management's NextEra Energy position peaked at $6.06M in Q1 2023.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.