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LGT Fund Management’s NextEra Energy NEE Stock Holding History

LGT Fund 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 		$16.3M Buy
175,138
+129,648
+285% +$11.5M 0.71% 26
2025
Q4 		$3.66M Buy
45,490
+6,126
+16% +$507K 0.29% 90
2025
Q3 		$3.1M Sell
39,364
-2,081
-5% -$152K 0.25% 99
2025
Q2 		$2.88M Buy
41,445
+7,767
+23% +$540K 0.25% 98
2025
Q1 		$2.39M Sell
33,678
-8,425
-20% -$595K 0.22% 109
2024
Q4 		$3.02M Sell
42,103
-14,850
-26% -$1.15M 0.26% 77
2024
Q3 		$4.87M Buy
56,953
+5,725
+11% +$447K 0.5% 56
2024
Q2 		$3.63M Buy
51,228
+23,844
+87% +$1.69M 0.45% 59
2024
Q1 		$1.75M Buy
27,384
+9,000
+49% +$527K 0.73% 47
2023
Q4 		$1.12M Buy
18,384
+8,800
+92% +$502K 0.48% 71
2023
Q3 		$500K Sell
9,584
-5,300
-36% -$367K 0.24% 76
2023
Q2 		$1.1M Buy
14,884
+1,350
+10% +$102K 0.51% 66
2023
Q1 		$1.04M Buy
13,534
+1,250
+10% +$96.1K 0.44% 67
2022
Q4 		$1.03M Hold
12,284
– – 0.44% 63
2022
Q3 		$963K Hold
12,284
– – 0.45% 62
2022
Q2 		$952K Sell
12,284
-32,000
-72% -$2.44M 0.14% 126
2022
Q1 		$3.8M Hold
44,284
– – 0.51% 53
2021
Q4 		$4.13M Buy
+44,284
New +$3.83M 1.19% 28

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

LGT Fund Management's NEE Position: Q1 2026 in Review

LGT Fund Management increased its NextEra Energy (NEE) stake by 285% in Q1 2026, buying an estimated $11.5M and bringing the position to 175,138 shares worth $16.3M. The position accounts for 0.71% of the portfolio, ranked #26.

LGT Fund Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • LGT Fund Management held 175,138 shares of NextEra Energy worth $16.3M as of Q1 2026.
  • LGT Fund Management bought 129,648 NextEra Energy shares in Q1 2026, an estimated $11.5M.
  • NextEra Energy made up 0.71% of LGT Fund Management's portfolio in Q1 2026, its #26 holding.
  • LGT Fund Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.