Heartland Advisors’s NextEra Energy NEE Stock Holding History

Heartland Advisors’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	$241K	Hold	2,600	–	–	0.01%	230
2025 Q4	$209K	Hold	2,600	–	–	0.01%	234
2025 Q3	$196K	Buy	+2,600	New	+$190K	0.01%	223

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

Heartland Advisors's NEE Position: Q1 2026 in Review

Heartland Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 2,600 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #230.

Heartland Advisors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Heartland Advisors held 2,600 shares of NextEra Energy worth $241K as of Q1 2026.
Heartland Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of Heartland Advisors's portfolio in Q1 2026, its #230 holding.
Heartland Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.