Holderness Investments Company’s NextEra Energy NEE Stock Holding History

Holderness Investments Company’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	$896K	Hold	9,649	–	–	0.18%	109
2025 Q4	$775K	Hold	9,649	–	–	0.16%	118
2025 Q3	$728K	Sell	9,649 -1,336	-12%	-$97.6K	0.15%	124
2025 Q2	$763K	Hold	10,985	–	–	0.16%	124
2025 Q1	$779K	Buy	10,985 +50	+0.5%	+$3.53K	0.18%	122
2024 Q4	$784K	Sell	10,935 -21	-0.2%	-$1.63K	0.17%	119
2024 Q3	$926K	Sell	10,956 -420	-4%	-$32.8K	0.2%	107
2024 Q2	$806K	Hold	11,376	–	–	0.19%	114
2024 Q1	$727K	Hold	11,376	–	–	0.18%	126
2023 Q4	$691K	Buy	11,376 +6,617	+139%	+$377K	0.19%	120
2023 Q3	$273K	Buy	4,759 +220	+5%	+$15.2K	0.11%	159
2023 Q2	$337K	Buy	4,539 +68	+2%	+$5.15K	0.12%	149
2023 Q1	$345K	Buy	4,471 +51	+1%	+$3.92K	0.14%	140
2022 Q4	$370K	Hold	4,420	–	–	0.16%	130
2022 Q3	$347K	Hold	4,420	–	–	0.16%	134
2022 Q2	$342K	Hold	4,420	–	–	0.14%	145
2022 Q1	$374K	Buy	4,420 +20	+0.5%	+$1.6K	0.12%	156
2021 Q4	$411K	Hold	4,400	–	–	0.12%	162
2021 Q3	$345K	Sell	4,400 -100	-2%	-$8.06K	0.11%	164
2021 Q2	$330K	Hold	4,500	–	–	0.11%	167
2021 Q1	$340K	Hold	4,500	–	–	0.12%	156
2020 Q4	$347K	Sell	4,500 -176	-4%	-$13.2K	0.13%	139
2020 Q3	$324K	Buy	4,676 +760	+19%	+$52.5K	0.13%	136
2020 Q2	$235K	Buy	+3,916	New	+$234K	0.1%	157

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

Holderness Investments Company's NEE Position: Q1 2026 in Review

Holderness Investments Company held its NextEra Energy (NEE) position steady in Q1 2026 at 9,649 shares worth $896K. The position accounts for 0.18% of the portfolio, ranked #109.

Holderness Investments Company first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. The position peaked at $926K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Holderness Investments Company held 9,649 shares of NextEra Energy worth $896K as of Q1 2026.
Holderness Investments Company left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.18% of Holderness Investments Company's portfolio in Q1 2026, its #109 holding.
Holderness Investments Company first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
Holderness Investments Company's NextEra Energy position peaked at $926K in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.