LMR Partners’s NextEra Energy NEE Stock Holding History

LMR Partners’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	$27.9M	Buy	300,000 +178,100	+146%	+$15.8M	0.06%	170
2025 Q4	$9.79M	Buy	121,900 +94,000	+337%	+$7.79M	0.02%	395
2025 Q3	$2.11M	Sell	27,900 -75,900	-73%	-$5.55M	0.01%	713
2025 Q2	$7.21M	Buy	103,800 +77,600	+296%	+$5.39M	0.05%	356
2025 Q1	$1.86M	Buy	26,200 +21,300	+435%	+$1.5M	0.02%	676
2024 Q4	$351K	Buy	+4,900	New	+$381K	﹤0.01%	881

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

LMR Partners's NEE Position: Q1 2026 in Review

LMR Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 170,575 shares — an estimated $15.2M sold.

LMR Partners first reported a position in NEE in Q2 2014 and held it in 18 quarters. The position peaked at $13.7M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LMR Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 170,575 NextEra Energy shares in Q1 2026, an estimated $15.2M.
LMR Partners first reported a position in NextEra Energy in Q2 2014 and held it in 18 quarters.
LMR Partners's NextEra Energy position peaked at $13.7M in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.