Holocene Advisors’s NextEra Energy NEE Stock Holding History

Holocene 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	$166M	Buy	1,782,319 +1,087,124	+156%	+$96.7M	0.4%	68
2025 Q4	$55.8M	Buy	+695,195	New	+$57.6M	0.12%	195
2024 Q2	–	Sell	-782,022	Closed	-$50M	–	796
2024 Q1	$50M	Buy	782,022 +646,358	+476%	+$37.9M	0.18%	150
2023 Q4	$8.24M	Sell	135,664 -9,211	-6%	-$525K	0.03%	274
2023 Q3	$8.3M	Buy	144,875 +103,075	+247%	+$7.14M	0.04%	306
2023 Q2	$3.1M	Buy	41,800 +31,590	+309%	+$2.39M	0.01%	454
2023 Q1	$787K	Buy	+10,210	New	+$785K	﹤0.01%	612
2022 Q4	–	Sell	-537,340	Closed	-$42.1M	–	838
2022 Q3	$42.1M	Sell	537,340 -625,054	-54%	-$53M	0.27%	114
2022 Q2	$90M	Buy	1,162,394 +215,658	+23%	+$16.4M	0.54%	57
2022 Q1	$80.2M	Buy	+946,736	New	+$75.9M	0.42%	79
2021 Q2	–	Sell	-665,341	Closed	-$50.3M	–	906
2021 Q1	$50.3M	Buy	665,341 +375,237	+129%	+$29.3M	0.32%	105
2020 Q4	$22.4M	Buy	290,104 +96,824	+50%	+$7.24M	0.14%	195
2020 Q3	$13.4M	Buy	+193,280	New	+$13.3M	0.1%	211

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

Holocene Advisors's NEE Position: Q1 2026 in Review

Holocene Advisors increased its NextEra Energy (NEE) stake by 156% in Q1 2026, buying an estimated $96.7M and bringing the position to 1,782,319 shares worth $166M. The position accounts for 0.4% of the portfolio, ranked #68.

Holocene Advisors first reported a position in NEE in Q3 2020 and has held it in 13 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Holocene Advisors held 1,782,319 shares of NextEra Energy worth $166M as of Q1 2026.
Holocene Advisors bought 1,087,124 NextEra Energy shares in Q1 2026, an estimated $96.7M.
NextEra Energy made up 0.4% of Holocene Advisors's portfolio in Q1 2026, its #68 holding.
Holocene Advisors first reported a position in NextEra Energy in Q3 2020 and has held it in 13 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.