Inherent Management Corp’s NextEra Energy NEE Stock Holding History

Inherent Management Corp’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	$26.4M	Buy	284,500 +24,500	+9%	+$2.18M	13.43%	3
2025 Q4	$20.9M	Hold	260,000	–	–	10.71%	4
2025 Q3	$19.6M	Hold	260,000	–	–	11.25%	4
2025 Q2	$18M	Hold	260,000	–	–	9.15%	5
2025 Q1	$18.4M	Hold	260,000	–	–	11.22%	4
2024 Q4	$18.6M	Buy	+260,000	New	+$20.2M	15.04%	3

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

Inherent Management Corp's NEE Position: Q1 2026 in Review

Inherent Management Corp increased its NextEra Energy (NEE) stake by 9.4% in Q1 2026, buying an estimated $2.18M and bringing the position to 284,500 shares worth $26.4M. The position accounts for 13.43% of the portfolio, ranked #3.

Inherent Management Corp first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Inherent Management Corp held 284,500 shares of NextEra Energy worth $26.4M as of Q1 2026.
Inherent Management Corp bought 24,500 NextEra Energy shares in Q1 2026, an estimated $2.18M.
NextEra Energy made up 13.43% of Inherent Management Corp's portfolio in Q1 2026, its #3 holding.
Inherent Management Corp first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Inherent Management Corp's 13F filing for Q1 2026, filed 14 May 2026.