Jackson Square Capital’s NextEra Energy NEE Stock Holding History

Jackson Square 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 Q3	$266K	Hold	3,517	–	–	0.04%	130
2026 Q2	$309K	Hold	3,517	–	–	0.04%	120
2026 Q1	$327K	Hold	3,517	–	–	0.07%	112
2025 Q4	$282K	Sell	3,517 -123	-3%	-$10.2K	0.06%	134
2025 Q3	$275K	Sell	3,640 -6,430	-64%	-$470K	0.06%	129
2025 Q2	$699K	Buy	+10,070	New	+$699K	0.16%	94
2025 Q1	–	Sell	-36,897	Closed	-$2.65M	–	158
2024 Q4	$2.65M	Sell	36,897 -45,960	-55%	-$3.57M	0.64%	41
2024 Q3	$7M	Buy	82,857 +16,297	+24%	+$1.27M	1.74%	13
2024 Q2	$4.71M	Buy	66,560 +54,977	+475%	+$3.9M	1.16%	26
2024 Q1	$740K	Buy	+11,583	New	+$679K	0.19%	88
2020 Q4	–	Sell	-324	Closed	-$22K	–	268
2020 Q3	$22K	Sell	324 -76	-19%	-$5.25K	0.01%	215
2020 Q2	$24K	Hold	400	–	–	0.01%	188
2020 Q1	$24K	Hold	400	–	–	0.02%	162
2019 Q4	$24K	Buy	+400	New	+$23.4K	0.01%	203

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Jackson Square Capital's NEE Position: Q3 2026 in Review

Jackson Square Capital held its NextEra Energy (NEE) position steady in Q3 2026 at 3,517 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #130.

Jackson Square Capital first reported a position in NEE in Q4 2019 and has held it in 14 quarters since. The position peaked at $7M in Q3 2024. 811 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Jackson Square Capital held 3,517 shares of NextEra Energy worth $266K as of Q3 2026.
Jackson Square Capital left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.04% of Jackson Square Capital's portfolio in Q3 2026, its #130 holding.
Jackson Square Capital first reported a position in NextEra Energy in Q4 2019 and has held it in 14 quarters since.
Jackson Square Capital's NextEra Energy position peaked at $7M in Q3 2024.
811 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.