Longfellow Investment Management’s NextEra Energy NEE Stock Holding History

Longfellow 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	–	Sell	-6,256	Closed	-$502K	–	264
2025 Q4	$502K	Sell	6,256 -5,335	-46%	-$442K	0.11%	112
2025 Q3	$875K	Hold	11,591	–	–	0.21%	89
2025 Q2	$805K	Hold	11,591	–	–	0.2%	85
2025 Q1	$822K	Sell	11,591 -4,541	-28%	-$321K	0.2%	74
2024 Q4	$1.16M	Sell	16,132 -1,036	-6%	-$80.5K	0.3%	43
2024 Q3	$1.45M	Buy	17,168 +104	+0.6%	+$8.12K	0.36%	33
2024 Q2	$1.21M	Buy	17,064 +115	+0.7%	+$8.16K	0.3%	42
2024 Q1	$1.08M	Buy	16,949 +1,700	+11%	+$99.6K	0.25%	50
2023 Q4	$926K	Buy	15,249 +3,361	+28%	+$192K	0.23%	55
2023 Q3	$681K	Buy	+11,888	New	+$823K	0.18%	73
2021 Q1	–	Sell	-18,385	Closed	-$1.42M	–	547
2020 Q4	$1.42M	Buy	+18,385	New	+$1.38M	0.17%	135

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

Longfellow Investment Management's NEE Position: Q1 2026 in Review

Longfellow Investment Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 6,256 shares — an estimated $502K sold.

Longfellow Investment Management first reported a position in NEE in Q4 2020 and held it in 11 quarters. The position peaked at $1.45M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Longfellow Investment Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Longfellow Investment Management sold 6,256 NextEra Energy shares in Q1 2026, an estimated $502K.
Longfellow Investment Management first reported a position in NextEra Energy in Q4 2020 and held it in 11 quarters.
Longfellow Investment Management's NextEra Energy position peaked at $1.45M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.