Loomis, Sayles & Company
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Loomis, Sayles & Company’s NextEra Energy NEE Stock Holding History

Loomis, Sayles & Company’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 		$229K Sell
2,469
-136
-5% -$12.1K ﹤0.01% 559
2025
Q4 		$209K Sell
2,605
-94
-3% -$7.79K ﹤0.01% 545
2025
Q3 		$204K Sell
2,699
-511
-16% -$37.3K ﹤0.01% 520
2025
Q2 		$223K Sell
3,210
-632
-16% -$43.9K ﹤0.01% 521
2025
Q1 		$272K Buy
3,842
+1,040
+37% +$73.4K ﹤0.01% 512
2024
Q4 		$201K Buy
2,802
+46
+2% +$3.57K ﹤0.01% 523
2024
Q3 		$233K Buy
2,756
+199
+8% +$15.5K ﹤0.01% 509
2024
Q2 		$181K Buy
2,557
+22
+0.9% +$1.56K ﹤0.01% 529
2024
Q1 		$162K Buy
2,535
+105
+4% +$6.15K ﹤0.01% 525
2023
Q4 		$148K Sell
2,430
-7,594
-76% -$433K ﹤0.01% 513
2023
Q3 		$574K Sell
10,024
-254
-2% -$17.6K ﹤0.01% 464
2023
Q2 		$762K Sell
10,278
-48,574
-83% -$3.68M ﹤0.01% 460
2023
Q1 		$4.54M Buy
58,852
+918
+2% +$70.6K 0.01% 405
2022
Q4 		$4.84M Buy
57,934
+1,681
+3% +$136K 0.01% 375
2022
Q3 		$4.41M Sell
56,253
-249,143
-82% -$21.1M 0.01% 369
2022
Q2 		$23.7M Sell
305,396
-168,964
-36% -$12.9M 0.04% 214
2022
Q1 		$40.2M Buy
474,360
+9,397
+2% +$753K 0.05% 169
2021
Q4 		$43.4M Sell
464,963
-115,921
-20% -$10M 0.05% 177
2021
Q3 		$45.6M Buy
580,884
+22,668
+4% +$1.83M 0.06% 166
2021
Q2 		$40.9M Sell
558,216
-40,382
-7% -$3.03M 0.05% 203
2021
Q1 		$45.3M Buy
598,598
+462,369
+339% +$36.1M 0.06% 167
2020
Q4 		$10.5M Buy
136,229
+135,897
+40,933% +$10.2M 0.01% 368
2020
Q3 		$23K Sell
332
-284
-46% -$19.6K ﹤0.01% 614
2020
Q2 		$37K Sell
616
-152
-20% -$9.1K ﹤0.01% 548
2020
Q1 		$46K Buy
768
+364
+90% +$22.9K ﹤0.01% 559
2019
Q4 		$24K Sell
404
-1,940
-83% -$113K ﹤0.01% 685
2019
Q3 		$137K Buy
+2,344
New +$127K ﹤0.01% 529
2019
Q1 		– Sell
-59,320
Closed -$2.58M – 843
2018
Q4 		$2.58M Sell
59,320
-224,744
-79% -$9.83M 0.01% 465
2018
Q3 		$11.9M Sell
284,064
-581,608
-67% -$24.8M 0.02% 334
2018
Q2 		$36.1M Sell
865,672
-344,020
-28% -$13.9M 0.07% 125
2018
Q1 		$49.4M Sell
1,209,692
-92,356
-7% -$3.56M 0.1% 89
2017
Q4 		$50.8M Sell
1,302,048
-449,992
-26% -$17.4M 0.11% 88
2017
Q3 		$64.2M Sell
1,752,040
-318,884
-15% -$11.7M 0.14% 73
2017
Q2 		$72.5M Sell
2,070,924
-2,836
-0.1% -$96.9K 0.17% 63
2017
Q1 		$66.6M Sell
2,073,760
-98,316
-5% -$3.09M 0.17% 73
2016
Q4 		$64.9M Sell
2,172,076
-359,120
-14% -$10.7M 0.16% 82
2016
Q3 		$77.4M Sell
2,531,196
-95,960
-4% -$3.02M 0.2% 61
2016
Q2 		$85.6M Sell
2,627,156
-190,300
-7% -$5.71M 0.23% 53
2016
Q1 		$83.4M Sell
2,817,456
-575,888
-17% -$16.2M 0.24% 58
2015
Q4 		$88.1M Sell
3,393,344
-170,460
-5% -$4.31M 0.25% 59
2015
Q3 		$86.9M Buy
3,563,804
+703,428
+25% +$17.9M 0.26% 56
2015
Q2 		$70.1M Sell
2,860,376
-86,828
-3% -$2.21M 0.19% 86
2015
Q1 		$76.7M Buy
2,947,204
+110,044
+4% +$2.9M 0.21% 86
2014
Q4 		$75.4M Sell
2,837,160
-584,652
-17% -$14.8M 0.21% 97
2014
Q3 		$80.3M Sell
3,421,812
-286,320
-8% -$6.91M 0.24% 89
2014
Q2 		$95M Sell
3,708,132
-704,620
-16% -$17.1M 0.27% 81
2014
Q1 		$105M Buy
4,412,752
+30,084
+0.7% +$682K 0.3% 80
2013
Q4 		$93.8M Buy
4,382,668
+313,032
+8% +$6.6M 0.28% 88
2013
Q3 		$81.6M Sell
4,069,636
-352,372
-8% -$7.27M 0.26% 99
2013
Q2 		$90.1K Buy
+4,422,008
New +$87.7M 0.32% 61

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

Loomis, Sayles & Company's NEE Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its NextEra Energy (NEE) stake by 5.2% in Q1 2026, selling an estimated $12.1K and leaving 2,469 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Loomis, Sayles & Company first reported a position in NEE in Q2 2013 and has held it in 50 quarters since. The position peaked at $105M in Q1 2014. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Loomis, Sayles & Company held 2,469 shares of NextEra Energy worth $229K as of Q1 2026.
  • Loomis, Sayles & Company sold 136 NextEra Energy shares in Q1 2026, an estimated $12.1K.
  • NextEra Energy made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #559 holding.
  • Loomis, Sayles & Company first reported a position in NextEra Energy in Q2 2013 and has held it in 50 quarters since.
  • Loomis, Sayles & Company's NextEra Energy position peaked at $105M in Q1 2014.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.