Luminist Capital’s NextEra Energy NEE Stock Holding History

Luminist Capital’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	-63	Closed	-$5.05K	–	218
2025 Q4	$5.05K	Buy	63 +28	+80%	+$2.32K	0.01%	179
2025 Q3	$2.73K	Buy	35 +1	+3%	+$73	﹤0.01%	264
2025 Q2	$2.51K	Hold	34	–	–	﹤0.01%	260
2025 Q1	$2.42K	Hold	34	–	–	﹤0.01%	203
2024 Q4	$2.43K	Buy	+34	New	+$2.64K	﹤0.01%	191

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

Luminist Capital's NEE Position: Q1 2026 in Review

Luminist Capital sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 63 shares — an estimated $5.05K sold.

Luminist Capital first reported a position in NEE in Q4 2024 and held it in 5 quarters. The position peaked at $5.05K in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Luminist Capital reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 63 NextEra Energy shares in Q1 2026, an estimated $5.05K.
Luminist Capital first reported a position in NextEra Energy in Q4 2024 and held it in 5 quarters.
Luminist Capital's NextEra Energy position peaked at $5.05K in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.