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Kurt F. Somerville’s NextEra Energy NEE Stock Holding History

Kurt F. Somerville’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 		$4.18M Sell
45,020
-41,245
-48% -$3.67M 1.1% 30
2025
Q4 		$6.93M Buy
86,265
+2,110
+3% +$175K 1.17% 26
2025
Q3 		$6.35M Sell
84,155
-5,280
-6% -$386K 1.05% 29
2025
Q2 		$6.21M Sell
89,435
-515
-0.6% -$35.8K 1.05% 27
2025
Q1 		$6.38M Buy
89,950
+13,148
+17% +$928K 1.11% 29
2024
Q4 		$5.51M Buy
76,802
+730
+1% +$56.7K 0.92% 31
2024
Q3 		$6.43M Buy
76,072
+4,627
+6% +$361K 1.04% 30
2024
Q2 		$5.06M Buy
71,445
+2,225
+3% +$158K 0.85% 31
2024
Q1 		$4.42M Buy
69,220
+11,210
+19% +$657K 0.76% 33
2023
Q4 		$3.52M Buy
58,010
+15,300
+36% +$872K 0.66% 33
2023
Q3 		$2.45M Buy
42,710
+5,405
+14% +$374K 0.49% 39
2023
Q2 		$2.77M Buy
37,305
+700
+2% +$53K 0.53% 38
2023
Q1 		$2.82M Buy
36,605
+11,595
+46% +$892K 0.51% 38
2022
Q4 		$2.09M Buy
25,010
+18,160
+265% +$1.47M 0.41% 42
2022
Q3 		$537K Hold
6,850
– – 0.11% 72
2022
Q2 		$530K Buy
6,850
+300
+5% +$22.8K 0.1% 77
2022
Q1 		$554K Buy
6,550
+1,500
+30% +$120K 0.09% 81
2021
Q4 		$471K Buy
5,050
+1,100
+28% +$95.1K 0.07% 84
2021
Q3 		$310K Buy
3,950
+1,000
+34% +$80.7K 0.05% 95
2021
Q2 		$216K Buy
+2,950
New +$221K 0.03% 112

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

Kurt F. Somerville's NEE Position: Q1 2026 in Review

Kurt F. Somerville reduced its NextEra Energy (NEE) stake by 48% in Q1 2026, selling an estimated $3.67M and leaving 45,020 shares worth $4.18M. The position accounts for 1.1% of the portfolio, ranked #30.

Kurt F. Somerville first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.93M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Kurt F. Somerville held 45,020 shares of NextEra Energy worth $4.18M as of Q1 2026.
  • Kurt F. Somerville sold 41,245 NextEra Energy shares in Q1 2026, an estimated $3.67M.
  • NextEra Energy made up 1.1% of Kurt F. Somerville's portfolio in Q1 2026, its #30 holding.
  • Kurt F. Somerville first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • Kurt F. Somerville's NextEra Energy position peaked at $6.93M in Q4 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.