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	$5.31M	Buy	+57,143	New	+$5.08M	0.23%	112

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.