Logan Capital Management’s NextEra Energy NEE Stock Holding History

Logan 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	–	Sell	-61,060	Closed	-$5.43M	–	442
2025 Q4	$4.9M	Sell	61,060 -1,888	-3%	-$156K	0.21%	119
2025 Q3	$4.75M	Buy	62,948 +1,433	+2%	+$105K	0.2%	123
2025 Q2	$4.27M	Sell	61,515 -2,665	-4%	-$185K	0.2%	122
2025 Q1	$4.55M	Sell	64,180 -3,275	-5%	-$231K	0.21%	115
2024 Q4	$4.84M	Sell	67,455 -3,894	-5%	-$303K	0.2%	113
2024 Q3	$6.03M	Sell	71,349 -6,257	-8%	-$488K	0.25%	102
2024 Q2	$5.5M	Sell	77,606 -3,096	-4%	-$220K	0.24%	106
2024 Q1	$5.16M	Buy	80,702 +3,000	+4%	+$176K	0.22%	116
2023 Q4	$4.72M	Sell	77,702 -7,189	-8%	-$410K	0.22%	117
2023 Q3	$4.86M	Buy	84,891 +14,614	+21%	+$1.01M	0.25%	106
2023 Q2	$5.21M	Sell	70,277 -994	-1%	-$75.3K	0.25%	108
2023 Q1	$5.49M	Sell	71,271 -530	-0.7%	-$40.8K	0.27%	104
2022 Q4	$6M	Buy	71,801 +835	+1%	+$67.5K	0.31%	92
2022 Q3	$5.56M	Sell	70,966 -301	-0.4%	-$25.5K	0.33%	82
2022 Q2	$5.52M	Buy	71,267 +1,427	+2%	+$109K	0.32%	87
2022 Q1	$5.92M	Buy	69,840 +1,273	+2%	+$102K	0.29%	98
2021 Q4	$6.4M	Buy	68,567 +451	+0.7%	+$39K	0.28%	100
2021 Q3	$5.35M	Buy	68,116 +3,721	+6%	+$300K	0.25%	108
2021 Q2	$4.72M	Sell	64,395 -335	-0.5%	-$25.1K	0.22%	110
2021 Q1	$4.89M	Sell	64,730 -2,309	-3%	-$180K	0.25%	103
2020 Q4	$5.17M	Sell	67,039 -353	-0.5%	-$26.4K	0.26%	100
2020 Q3	$4.68M	Sell	67,392 -2,116	-3%	-$146K	0.25%	104
2020 Q2	$4.17M	Buy	69,508 +56	+0.1%	+$3.35K	0.24%	100
2020 Q1	$4.18M	Buy	69,452 +328	+0.5%	+$20.6K	0.29%	93
2019 Q4	$4.18M	Sell	69,124 -22,096	-24%	-$1.29M	0.23%	109
2019 Q3	$5.31M	Buy	91,220 +2,036	+2%	+$110K	0.31%	93
2019 Q2	$4.57M	Buy	89,184 +6,900	+8%	+$340K	0.27%	101
2019 Q1	$3.98M	Buy	82,284 +75,492	+1,111%	+$3.45M	0.24%	104
2018 Q4	$295K	Buy	6,792 +224	+3%	+$9.79K	0.02%	254
2018 Q3	$275K	Hold	6,568	–	–	0.02%	270
2018 Q2	$274K	Hold	6,568	–	–	0.02%	265
2018 Q1	$268K	Hold	6,568	–	–	0.02%	261
2017 Q4	$256K	Buy	6,568 +480	+8%	+$18.5K	0.02%	262
2017 Q3	$223K	Hold	6,088	–	–	0.02%	271
2017 Q2	$213K	Buy	+6,088	New	+$208K	0.02%	266
2016 Q2	–	Sell	-38,880	Closed	-$1.15M	–	281
2016 Q1	$1.15M	Hold	38,880	–	–	0.09%	142
2015 Q4	$1.01M	Hold	38,880	–	–	0.08%	152
2015 Q3	$948K	Hold	38,880	–	–	0.08%	151
2015 Q2	$953K	Hold	38,880	–	–	0.07%	159
2015 Q1	$1.01M	Hold	38,880	–	–	0.07%	149
2014 Q4	$1.03M	Sell	38,880 -11,600	-23%	-$293K	0.07%	147
2014 Q3	$1.19M	Sell	50,480 -100	-0.2%	-$2.42K	0.08%	129
2014 Q2	$1.3M	Sell	50,580 -7,600	-13%	-$185K	0.09%	123
2014 Q1	$1.39M	Buy	58,180 +1,700	+3%	+$38.5K	0.1%	122
2013 Q4	$1.21M	Hold	56,480	–	–	0.09%	135
2013 Q3	$1.13M	Sell	56,480 -2,000	-3%	-$41.3K	0.08%	133
2013 Q2	$1.01M	Buy	+58,480	New	+$1.16M	0.08%	140

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

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

Logan Capital Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 61,060 shares — an estimated $5.43M sold.

Logan Capital Management first reported a position in NEE in Q2 2013 and held it in 47 quarters. The position peaked at $6.4M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Logan Capital Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 61,060 NextEra Energy shares in Q1 2026, an estimated $5.43M.
Logan Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 47 quarters.
Logan Capital Management's NextEra Energy position peaked at $6.4M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.