Jacobsen Capital Management’s NextEra Energy NEE Stock Holding History

Jacobsen 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	$462K	Buy	4,976 +1	+0%	+$89	0.16%	62
2025 Q4	$399K	Sell	4,975 -68	-1%	-$5.63K	0.13%	65
2025 Q3	$381K	Buy	5,043 +38	+0.8%	+$2.78K	0.13%	69
2025 Q2	$347K	Buy	5,005 +1,062	+27%	+$73.8K	0.13%	65
2025 Q1	$280K	Sell	3,943 -155	-4%	-$10.9K	0.12%	74
2024 Q4	$294K	Buy	4,098 +2	+0%	+$155	0.13%	68
2024 Q3	$346K	Buy	4,096 +232	+6%	+$18.1K	0.15%	56
2024 Q2	$274K	Buy	3,864 +423	+12%	+$30K	0.12%	69
2024 Q1	$220K	Buy	+3,441	New	+$202K	0.1%	83
2023 Q3	–	Sell	-3,420	Closed	-$254K	–	75
2023 Q2	$254K	Sell	3,420 -76	-2%	-$5.75K	0.13%	63
2023 Q1	$269K	Buy	+3,496	New	+$269K	0.14%	60

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

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

Jacobsen Capital Management increased its NextEra Energy (NEE) stake by 0.02% in Q1 2026, buying an estimated $89 and bringing the position to 4,976 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #62.

Jacobsen Capital Management first reported a position in NEE in Q1 2023 and has held it in 11 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Jacobsen Capital Management held 4,976 shares of NextEra Energy worth $462K as of Q1 2026.
Jacobsen Capital Management bought 1 NextEra Energy share in Q1 2026, an estimated $89.
NextEra Energy made up 0.16% of Jacobsen Capital Management's portfolio in Q1 2026, its #62 holding.
Jacobsen Capital Management first reported a position in NextEra Energy in Q1 2023 and has held it in 11 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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