Interchange Capital Partners’s NextEra Energy NEE Stock Holding History

Interchange Capital Partners’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	$1.26M	Buy	17,660 +1,042	+6%	+$92.6K	0.4%	62
2025 Q4	$1.33M	Sell	16,618 -102	-0.6%	-$8.45K	0.25%	84
2025 Q3	$1.26M	Sell	16,720 -1,764	-10%	-$129K	0.25%	77
2025 Q2	$1.26M	Buy	18,484 +660	+4%	+$45.8K	0.29%	69
2025 Q1	$1.26M	Buy	17,824 +516	+3%	+$36.4K	0.35%	61
2024 Q4	$1.24M	Sell	17,308 -1,019	-6%	-$79.2K	0.45%	63
2024 Q3	$1.55M	Buy	18,327 +5	+0%	+$390	0.54%	49
2024 Q2	$1.3M	Buy	+18,322	New	+$1.3M	0.47%	56
2023 Q3	–	Sell	-3,462	Closed	-$257K	–	164
2023 Q2	$257K	Sell	3,462 -12,082	-78%	-$915K	0.2%	123
2023 Q1	$1.2M	Buy	+15,544	New	+$1.2M	0.65%	39
2022 Q4	–	Sell	-2,873	Closed	-$225K	–	149
2022 Q3	$225K	Buy	+2,873	New	+$244K	0.25%	127
2021 Q4	–	Sell	-18,140	Closed	-$1.42M	–	176
2021 Q3	$1.42M	Sell	18,140 -515	-3%	-$41.5K	2.38%	7
2021 Q2	$1.37M	Sell	18,655 -490	-3%	-$36.8K	2.11%	8
2021 Q1	$1.46M	Sell	19,145 -1,151	-6%	-$89.8K	0.79%	30
2020 Q4	$1.56M	Buy	+20,296	New	+$1.52M	0.85%	20

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

Interchange Capital Partners's NEE Position: Q1 2026 in Review

Interchange Capital Partners increased its NextEra Energy (NEE) stake by 6.3% in Q1 2026, buying an estimated $92.6K and bringing the position to 17,660 shares worth $1.26M. The position accounts for 0.4% of the portfolio, ranked #62.

Interchange Capital Partners first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Interchange Capital Partners held 17,660 shares of NextEra Energy worth $1.26M as of Q1 2026.
Interchange Capital Partners bought 1,042 NextEra Energy shares in Q1 2026, an estimated $92.6K.
NextEra Energy made up 0.4% of Interchange Capital Partners's portfolio in Q1 2026, its #62 holding.
Interchange Capital Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
Interchange Capital Partners's NextEra Energy position peaked at $1.56M in Q4 2020.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.