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	$26M	Sell	280,000 -20,000	-7%	-$1.78M	0.18%	92
2025 Q4	$24.1M	Buy	300,000 +101,400	+51%	+$8.4M	0.12%	167
2025 Q3	$15M	Buy	198,600 +122,800	+162%	+$8.97M	0.07%	172
2025 Q2	$5.26M	Buy	+75,800	New	+$5.27M	0.04%	287
2024 Q4	–	Sell	-7,500	Closed	-$634K	–	1745
2024 Q3	$634K	Buy	+7,500	New	+$585K	﹤0.01%	917
2023 Q4	–	Sell	-131,500	Closed	-$7.53M	–	1893
2023 Q3	$7.53M	Buy	131,500 +51,500	+64%	+$3.57M	0.07%	233
2023 Q2	$5.94M	Buy	80,000 +71,500	+841%	+$5.41M	0.05%	314
2023 Q1	$655K	Buy	+8,500	New	+$654K	0.01%	1018

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

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.