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Inscription Capital’s NextEra Energy NEE Stock Holding History

Inscription 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 		$659K Buy
7,091
+1,297
+22% +$115K 0.07% 287
2025
Q4 		$465K Buy
5,794
+182
+3% +$15.1K 0.05% 386
2025
Q3 		$424K Buy
5,612
+112
+2% +$8.18K 0.05% 396
2025
Q2 		$382K Sell
5,500
-3,810
-41% -$265K 0.06% 287
2025
Q1 		$595K Buy
+9,310
New +$657K 0.1% 153
2024
Q3 		$505K Sell
5,974
-3,361
-36% -$262K 0.08% 186
2024
Q2 		$661K Buy
9,335
+25
+0.3% +$1.77K 0.11% 144
2024
Q1 		$595K Sell
9,310
-458
-5% -$26.8K 0.1% 153
2023
Q4 		$593K Buy
9,768
+84
+0.9% +$4.79K 0.16% 100
2023
Q3 		$555K Buy
9,684
+129
+1% +$8.93K 0.18% 90
2023
Q2 		$709K Sell
9,555
-3,111
-25% -$236K 0.22% 78
2023
Q1 		$976K Buy
12,666
+497
+4% +$38.2K 0.26% 72
2022
Q4 		$1.02M Hold
12,169
– – 0.35% 67
2022
Q3 		$954K Sell
12,169
-24,000
-66% -$2.04M 0.27% 64
2022
Q2 		$2.8M Buy
36,169
+24,180
+202% +$1.84M 0.51% 46
2022
Q1 		$1.02M Sell
11,989
-1,046
-8% -$83.8K 0.29% 73
2021
Q4 		$1.22M Buy
13,035
+852
+7% +$73.6K 0.33% 70
2021
Q3 		$957K Sell
12,183
-10,359
-46% -$835K 0.3% 75
2021
Q2 		$1.65M Buy
22,542
+9,870
+78% +$741K 0.19% 101
2021
Q1 		$958K Sell
12,672
-204
-2% -$15.9K 0.33% 76
2020
Q4 		$993K Sell
12,876
-3,984
-24% -$298K 0.38% 66
2020
Q3 		$1.17M Buy
16,860
+260
+2% +$17.9K 0.52% 52
2020
Q2 		$997K Buy
16,600
+756
+5% +$45.3K 0.55% 53
2020
Q1 		$953K Sell
15,844
-64
-0.4% -$4.02K 0.63% 45
2019
Q4 		$963K Sell
15,908
-204
-1% -$11.9K 0.43% 64
2019
Q3 		$938K Buy
16,112
+3,936
+32% +$213K 0.52% 55
2019
Q2 		$633K Buy
12,176
+44
+0.4% +$2.17K 0.47% 48
2019
Q1 		$586K Sell
12,132
-732
-6% -$33.5K 0.31% 59
2018
Q4 		$559K Buy
+12,864
New +$563K 0.31% 55

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

Inscription Capital's NEE Position: Q1 2026 in Review

Inscription Capital increased its NextEra Energy (NEE) stake by 22% in Q1 2026, buying an estimated $115K and bringing the position to 7,091 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #287.

Inscription Capital first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.8M in Q2 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Inscription Capital held 7,091 shares of NextEra Energy worth $659K as of Q1 2026.
  • Inscription Capital bought 1,297 NextEra Energy shares in Q1 2026, an estimated $115K.
  • NextEra Energy made up 0.07% of Inscription Capital's portfolio in Q1 2026, its #287 holding.
  • Inscription Capital first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Inscription Capital's NextEra Energy position peaked at $2.8M in Q2 2022.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.