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Intrepid Capital Management’s NextEra Energy NEE Stock Holding History

Intrepid Capital Management’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 		$802K Sell
8,634
-1,279
-13% -$114K 0.31% 67
2025
Q4 		$796K Sell
9,913
-834
-8% -$69.1K 0.31% 67
2025
Q3 		$811K Sell
10,747
-104
-1% -$7.6K 0.32% 63
2025
Q2 		$753K Buy
10,851
+5,715
+111% +$397K 0.31% 70
2025
Q1 		$364K Buy
5,136
+1
+0% +$71 0.18% 79
2024
Q4 		$368K Buy
5,135
+704
+16% +$54.7K 0.19% 72
2024
Q3 		$375K Buy
4,431
+244
+6% +$19K 0.21% 75
2024
Q2 		$296K Buy
4,187
+530
+14% +$37.6K 0.19% 77
2024
Q1 		$234K Sell
3,657
-4,699
-56% -$275K 0.15% 86
2023
Q4 		$508K Buy
8,356
+311
+4% +$17.7K 0.35% 58
2023
Q3 		$461K Buy
8,045
+15
+0.2% +$1.04K 0.32% 61
2023
Q2 		$596K Buy
8,030
+178
+2% +$13.5K 0.42% 53
2023
Q1 		$605K Buy
7,852
+247
+3% +$19K 0.52% 50
2022
Q4 		$636K Buy
7,605
+96
+1% +$7.75K 0.55% 41
2022
Q3 		$589K Buy
7,509
+807
+12% +$68.5K 0.48% 45
2022
Q2 		$519K Hold
6,702
– – 0.41% 48
2022
Q1 		$568K Buy
6,702
+11
+0.2% +$882 0.34% 53
2021
Q4 		$625K Hold
6,691
– – 0.32% 54
2021
Q3 		$525K Buy
6,691
+23
+0.3% +$1.85K 0.26% 60
2021
Q2 		$489K Buy
+6,668
New +$500K 0.26% 61

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

Intrepid Capital Management's NEE Position: Q1 2026 in Review

Intrepid Capital Management reduced its NextEra Energy (NEE) stake by 13% in Q1 2026, selling an estimated $114K and leaving 8,634 shares worth $802K. The position accounts for 0.31% of the portfolio, ranked #67.

Intrepid Capital Management first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $811K in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Intrepid Capital Management held 8,634 shares of NextEra Energy worth $802K as of Q1 2026.
  • Intrepid Capital Management sold 1,279 NextEra Energy shares in Q1 2026, an estimated $114K.
  • NextEra Energy made up 0.31% of Intrepid Capital Management's portfolio in Q1 2026, its #67 holding.
  • Intrepid Capital Management first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • Intrepid Capital Management's NextEra Energy position peaked at $811K in Q3 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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