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GLOBALT Investments’s NextEra Energy NEE Stock Holding History

GLOBALT Investments’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 		$6.51M Sell
70,123
-1,014
-1% -$90.1K 0.23% 54
2025
Q4 		$5.71M Buy
71,137
+7,247
+11% +$600K 0.21% 64
2025
Q3 		$4.82M Sell
63,890
-981
-2% -$71.7K 0.18% 82
2025
Q2 		$4.5M Sell
64,871
-3,030
-4% -$210K 0.17% 81
2025
Q1 		$4.81M Buy
67,901
+176
+0.3% +$12.4K 0.2% 76
2024
Q4 		$4.86M Buy
67,725
+22,345
+49% +$1.74M 0.19% 74
2024
Q3 		$3.84M Buy
45,380
+5,230
+13% +$408K 0.14% 85
2024
Q2 		$2.84M Buy
40,150
+1,584
+4% +$112K 0.11% 101
2024
Q1 		$2.46M Sell
38,566
-1,726
-4% -$101K 0.1% 107
2023
Q4 		$2.45M Buy
+40,292
New +$2.3M 0.1% 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

GLOBALT Investments's NEE Position: Q1 2026 in Review

GLOBALT Investments reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $90.1K and leaving 70,123 shares worth $6.51M. The position accounts for 0.23% of the portfolio, ranked #54.

GLOBALT Investments first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • GLOBALT Investments held 70,123 shares of NextEra Energy worth $6.51M as of Q1 2026.
  • GLOBALT Investments sold 1,014 NextEra Energy shares in Q1 2026, an estimated $90.1K.
  • NextEra Energy made up 0.23% of GLOBALT Investments's portfolio in Q1 2026, its #54 holding.
  • GLOBALT Investments first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.