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IEQ Capital’s NextEra Energy NEE Stock Holding History

IEQ Capital’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 		$1.74M Sell
18,700
-65,819
-78% -$5.85M 0.01% 823
2025
Q4 		$6.79M Buy
84,519
+39,539
+88% +$3.27M 0.02% 445
2025
Q3 		$3.4M Sell
44,980
-25,043
-36% -$1.83M 0.01% 597
2025
Q2 		$4.86M Buy
70,023
+33,618
+92% +$2.34M 0.03% 429
2025
Q1 		$2.58M Sell
36,405
-33,202
-48% -$2.34M 0.02% 517
2024
Q4 		$4.99M Sell
69,607
-15,600
-18% -$1.21M 0.05% 269
2024
Q3 		$7.2M Buy
85,207
+11,005
+15% +$859K 0.09% 155
2024
Q2 		$5.25M Buy
74,202
+15,948
+27% +$1.13M 0.07% 178
2024
Q1 		$3.72M Buy
58,254
+3,939
+7% +$231K 0.05% 226
2023
Q4 		$3.3M Buy
54,315
+1,708
+3% +$97.3K 0.05% 208
2023
Q3 		$3.01M Sell
52,607
-19,365
-27% -$1.34M 0.06% 193
2023
Q2 		$5.34M Buy
71,972
+4,483
+7% +$339K 0.11% 127
2023
Q1 		$5.2M Sell
67,489
-15,937
-19% -$1.23M 0.12% 120
2022
Q4 		$6.97M Buy
83,426
+7,008
+9% +$566K 0.2% 91
2022
Q3 		$5.99M Buy
76,418
+37,184
+95% +$3.15M 0.16% 99
2022
Q2 		$3.04M Sell
39,234
-5,016
-11% -$382K 0.09% 151
2022
Q1 		$3.75M Sell
44,250
-496
-1% -$39.8K 0.09% 138
2021
Q4 		$4.18M Buy
44,746
+4,273
+11% +$369K 0.1% 118
2021
Q3 		$3.18M Buy
40,473
+4,162
+11% +$336K 0.08% 136
2021
Q2 		$2.66M Buy
36,311
+6,743
+23% +$506K 0.08% 144
2021
Q1 		$2.24M Sell
29,568
-116
-0.4% -$9.05K 0.09% 128
2020
Q4 		$2.29M Buy
29,684
+3,496
+13% +$262K 0.1% 116
2020
Q3 		$1.82M Buy
26,188
+2,744
+12% +$189K 0.1% 117
2020
Q2 		$1.41M Sell
23,444
-3,972
-14% -$238K 0.09% 127
2020
Q1 		$1.65M Buy
27,416
+4,408
+19% +$277K 0.13% 102
2019
Q4 		$1.39M Buy
+23,008
New +$1.34M 0.12% 120

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital's NEE Position: Q1 2026 in Review

IEQ Capital reduced its NextEra Energy (NEE) stake by 78% in Q1 2026, selling an estimated $5.85M and leaving 18,700 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #823.

IEQ Capital first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.2M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • IEQ Capital held 18,700 shares of NextEra Energy worth $1.74M as of Q1 2026.
  • IEQ Capital sold 65,819 NextEra Energy shares in Q1 2026, an estimated $5.85M.
  • NextEra Energy made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #823 holding.
  • IEQ Capital first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's NextEra Energy position peaked at $7.2M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.