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Lockheed Martin Investment Management’s NextEra Energy NEE Stock Holding History

Lockheed Martin Investment 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 		$3.1M Buy
33,330
+290
+0.9% +$25.8K 0.11% 90
2025
Q4 		$2.65M Buy
33,040
+3,860
+13% +$320K 0.09% 88
2025
Q3 		$2.2M Sell
29,180
-1,030
-3% -$75.3K 0.08% 101
2025
Q2 		$2.1M Sell
30,210
-1,980
-6% -$138K 0.08% 99
2025
Q1 		$2.28M Sell
32,190
-740
-2% -$52.2K 0.09% 97
2024
Q4 		$2.36M Sell
32,930
-410
-1% -$31.9K 0.09% 90
2024
Q3 		$2.82M Sell
33,340
-59,820
-64% -$4.67M 0.13% 82
2024
Q2 		$6.6M Sell
93,160
-41,730
-31% -$2.96M 0.38% 55
2024
Q1 		$9.23M Sell
134,890
-17,180
-11% -$1.01M 0.67% 36
2023
Q4 		$10.1M Sell
152,070
-45,300
-23% -$2.58M 0.72% 36
2023
Q3 		$12.9M Sell
197,370
-90,820
-32% -$6.29M 0.99% 25
2023
Q2 		$21.4M Buy
288,190
+174,490
+153% +$13.2M 1.23% 18
2023
Q1 		$8.76M Hold
113,700
– – 0.5% 44
2022
Q4 		$9.51M Buy
113,700
+5,100
+5% +$412K 0.63% 45
2022
Q3 		$8.52M Sell
108,600
-21,200
-16% -$1.8M 0.68% 47
2022
Q2 		$10.1M Sell
129,800
-49,300
-28% -$3.75M 0.68% 41
2022
Q1 		$15.2M Sell
179,100
-32,200
-15% -$2.58M 0.84% 32
2021
Q4 		$19.7M Buy
+211,300
New +$18.3M 1.06% 21
2021
Q1 		– Sell
-104,960
Closed -$8.1M – 86
2020
Q4 		$8.1M Hold
104,960
– – 0.42% 53
2020
Q3 		$7.28M Sell
104,960
-11,040
-10% -$762K 0.45% 45
2020
Q2 		$6.96M Buy
+116,000
New +$6.94M 0.46% 47
2018
Q2 		– Sell
-12,000
Closed -$490K – 117
2018
Q1 		$490K Sell
12,000
-4,000
-25% -$154K 0.02% 113
2017
Q4 		$625K Hold
16,000
– – 0.03% 115
2017
Q3 		$586K Hold
16,000
– – 0.03% 123
2017
Q2 		$561K Buy
+16,000
New +$547K 0.03% 129

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

Lockheed Martin Investment Management's NEE Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its NextEra Energy (NEE) stake by 0.88% in Q1 2026, buying an estimated $25.8K and bringing the position to 33,330 shares worth $3.1M. The position accounts for 0.11% of the portfolio, ranked #90.

Lockheed Martin Investment Management first reported a position in NEE in Q2 2017 and has held it in 25 quarters since. The position peaked at $21.4M in Q2 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Lockheed Martin Investment Management held 33,330 shares of NextEra Energy worth $3.1M as of Q1 2026.
  • Lockheed Martin Investment Management bought 290 NextEra Energy shares in Q1 2026, an estimated $25.8K.
  • NextEra Energy made up 0.11% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #90 holding.
  • Lockheed Martin Investment Management first reported a position in NextEra Energy in Q2 2017 and has held it in 25 quarters since.
  • Lockheed Martin Investment Management's NextEra Energy position peaked at $21.4M in Q2 2023.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.