Hartree Partners’s NextEra Energy NEE Stock Holding History

Hartree Partners’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	–	Sell	-72,000	Closed	-$5.78M	–	129
2025 Q4	$5.78M	Buy	+72,000	New	+$5.96M	2.09%	13
2024 Q2	–	Sell	-30,000	Closed	-$1.92M	–	74
2024 Q1	$1.92M	Sell	30,000 -1,500	-5%	-$87.9K	0.5%	31
2023 Q4	$1.91M	Buy	+31,500	New	+$1.8M	0.69%	27
2023 Q3	–	Sell	-30,000	Closed	-$2.23M	–	63
2023 Q2	$2.23M	Buy	+30,000	New	+$2.27M	1.11%	17
2022 Q4	–	Sell	-15,000	Closed	-$1.18M	–	56
2022 Q3	$1.18M	Sell	15,000 -41,000	-73%	-$3.48M	0.93%	15
2022 Q2	$4.34M	Buy	+56,000	New	+$4.26M	1.03%	34

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

Hartree Partners's NEE Position: Q1 2026 in Review

Hartree Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 72,000 shares — an estimated $5.78M sold.

Hartree Partners first reported a position in NEE in Q2 2022 and held it in 6 quarters. The position peaked at $5.78M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Hartree Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Hartree Partners sold 72,000 NextEra Energy shares in Q1 2026, an estimated $5.78M.
Hartree Partners first reported a position in NextEra Energy in Q2 2022 and held it in 6 quarters.
Hartree Partners's NextEra Energy position peaked at $5.78M in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Hartree Partners's 13F filing for Q1 2026, filed 12 May 2026.