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Jefferies Financial Group’s NextEra Energy NEE Stock Holding History

Jefferies Financial Group’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 		$12.9M Sell
139,373
-24,073
-15% -$2.14M 0.09% 180
2025
Q4 		$13.1M Sell
163,446
-277,105
-63% -$23M 0.07% 270
2025
Q3 		$33.3M Buy
440,551
+214,765
+95% +$15.7M 0.16% 97
2025
Q2 		$15.7M Sell
225,786
-481,044
-68% -$33.4M 0.13% 118
2025
Q1 		$50.1M Buy
706,830
+558,760
+377% +$39.4M 0.44% 39
2024
Q4 		$10.6M Buy
148,070
+122,866
+487% +$9.54M 0.06% 213
2024
Q3 		$2.13M Buy
25,204
+10,072
+67% +$786K 0.02% 575
2024
Q2 		$1.07M Buy
15,132
+5,810
+62% +$412K 0.01% 719
2024
Q1 		$596K Sell
9,322
-170,719
-95% -$10M 0.01% 1005
2023
Q4 		$10.9M Buy
180,041
+158,072
+720% +$9.01M 0.07% 208
2023
Q3 		$1.26M Sell
21,969
-25,270
-53% -$1.75M 0.01% 758
2023
Q2 		$3.51M Buy
47,239
+32,461
+220% +$2.46M 0.03% 477
2023
Q1 		$1.14M Sell
14,778
-278
-2% -$21.4K 0.01% 850
2022
Q4 		$1.26M Buy
+15,056
New +$1.22M 0.01% 805

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

Jefferies Financial Group's NEE Position: Q1 2026 in Review

Jefferies Financial Group reduced its NextEra Energy (NEE) stake by 15% in Q1 2026, selling an estimated $2.14M and leaving 139,373 shares worth $12.9M. The position accounts for 0.09% of the portfolio, ranked #180.

Jefferies Financial Group first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.1M in Q1 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Jefferies Financial Group held 139,373 shares of NextEra Energy worth $12.9M as of Q1 2026.
  • Jefferies Financial Group sold 24,073 NextEra Energy shares in Q1 2026, an estimated $2.14M.
  • NextEra Energy made up 0.09% of Jefferies Financial Group's portfolio in Q1 2026, its #180 holding.
  • Jefferies Financial Group first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's NextEra Energy position peaked at $50.1M in Q1 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.