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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
2024
Q3 		– Sell
-300
Closed -$21.2K – 299
2024
Q2 		$21.2K Buy
+300
New +$21.3K 0.01% 278

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

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.