Legato Capital Management’s NextEra Energy NEE Stock Holding History

Legato 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	$3.44M	Buy	37,000 +12,000	+48%	+$1.07M	0.31%	89
2025 Q4	$2.01M	Buy	+25,000	New	+$2.07M	0.17%	189
2023 Q4	–	Sell	-9,430	Closed	-$540K	–	607
2023 Q3	$540K	Sell	9,430 -4,322	-31%	-$299K	0.08%	384
2023 Q2	$1.02M	Hold	13,752	–	–	0.14%	254
2023 Q1	$1.06M	Hold	13,752	–	–	0.19%	180
2022 Q4	$1.15M	Buy	+13,752	New	+$1.11M	0.22%	149

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

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

Legato Capital Management increased its NextEra Energy (NEE) stake by 48% in Q1 2026, buying an estimated $1.07M and bringing the position to 37,000 shares worth $3.44M. The position accounts for 0.31% of the portfolio, ranked #89.

Legato Capital Management first reported a position in NEE in Q4 2022 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Legato Capital Management held 37,000 shares of NextEra Energy worth $3.44M as of Q1 2026.
Legato Capital Management bought 12,000 NextEra Energy shares in Q1 2026, an estimated $1.07M.
NextEra Energy made up 0.31% of Legato Capital Management's portfolio in Q1 2026, its #89 holding.
Legato Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.