Horizon Kinetics Asset Management’s NextEra Energy NEE Stock Holding History

Horizon Kinetics Asset Management’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	$266K	Sell	2,860 -70	-2%	-$6.22K	﹤0.01%	275
2025 Q4	$235K	Buy	2,930 +70	+2%	+$5.8K	﹤0.01%	280
2025 Q3	$216K	Buy	+2,860	New	+$209K	﹤0.01%	299
2025 Q2	–	Sell	-2,860	Closed	-$203K	–	358
2025 Q1	$203K	Hold	2,860	–	–	﹤0.01%	304
2024 Q4	$205K	Hold	2,860	–	–	﹤0.01%	308
2024 Q3	$242K	Hold	2,860	–	–	﹤0.01%	291
2024 Q2	$203K	Buy	+2,860	New	+$203K	﹤0.01%	286
2022 Q1	–	Sell	-3,020	Closed	-$282K	–	353
2021 Q4	$282K	Hold	3,020	–	–	0.01%	297
2021 Q3	$237K	Hold	3,020	–	–	0.01%	309
2021 Q2	$221K	Sell	3,020 -200	-6%	-$15K	﹤0.01%	322
2021 Q1	$243K	Sell	3,220 -1,296	-29%	-$101K	0.01%	310
2020 Q4	$348K	Buy	+4,516	New	+$338K	0.01%	270

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

Horizon Kinetics Asset Management's NEE Position: Q1 2026 in Review

Horizon Kinetics Asset Management reduced its NextEra Energy (NEE) stake by 2.4% in Q1 2026, selling an estimated $6.22K and leaving 2,860 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Horizon Kinetics Asset Management first reported a position in NEE in Q4 2020 and has held it in 12 quarters since. The position peaked at $348K in Q4 2020. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Horizon Kinetics Asset Management held 2,860 shares of NextEra Energy worth $266K as of Q1 2026.
Horizon Kinetics Asset Management sold 70 NextEra Energy shares in Q1 2026, an estimated $6.22K.
NextEra Energy made up ﹤0.01% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #275 holding.
Horizon Kinetics Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 12 quarters since.
Horizon Kinetics Asset Management's NextEra Energy position peaked at $348K in Q4 2020.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2026, filed 15 May 2026.