Gould Capital’s NextEra Energy NEE Stock Holding History

Gould Capital’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	$74.5K	Buy	802 +30	+4%	+$2.67K	0.05%	69
2025 Q4	$62K	Sell	772 -138	-15%	-$11.4K	0.04%	75
2025 Q3	$68.7K	Sell	910 -145	-14%	-$10.6K	0.04%	78
2025 Q2	$73.2K	Sell	1,055 -63	-6%	-$4.38K	0.05%	69
2025 Q1	$79.3K	Buy	1,118 +42	+4%	+$2.96K	0.06%	63
2024 Q4	$77.1K	Hold	1,076	–	–	0.05%	65
2024 Q3	$91K	Buy	1,076 +100	+10%	+$7.8K	0.06%	64
2024 Q2	$69.1K	Sell	976 -17	-2%	-$1.21K	0.05%	71
2024 Q1	$63.5K	Buy	993 +189	+24%	+$11.1K	0.04%	73
2023 Q4	$48.8K	Buy	804 +46	+6%	+$2.62K	0.04%	89
2023 Q3	$39.5K	Hold	758	–	–	0.03%	86
2023 Q2	$56.2K	Hold	758	–	–	0.04%	76
2023 Q1	$58.4K	Buy	758 +27	+4%	+$2.08K	0.05%	73
2022 Q4	$61.1K	Buy	731 +100	+16%	+$8.08K	0.05%	76
2022 Q3	$49K	Hold	631	–	–	0.04%	73
2022 Q2	$49K	Buy	631 +5	+0.8%	+$381	0.04%	73
2022 Q1	$53K	Sell	626 -8	-1%	-$641	0.04%	74
2021 Q4	$59K	Buy	+634	New	+$54.8K	0.04%	79

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

Gould Capital's NEE Position: Q1 2026 in Review

Gould Capital increased its NextEra Energy (NEE) stake by 3.9% in Q1 2026, buying an estimated $2.67K and bringing the position to 802 shares worth $74.5K. The position accounts for 0.05% of the portfolio, ranked #69.

Gould Capital first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $91K in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Gould Capital held 802 shares of NextEra Energy worth $74.5K as of Q1 2026.
Gould Capital bought 30 NextEra Energy shares in Q1 2026, an estimated $2.67K.
NextEra Energy made up 0.05% of Gould Capital's portfolio in Q1 2026, its #69 holding.
Gould Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Gould Capital's NextEra Energy position peaked at $91K in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.