Machina Capital’s NextEra Energy NEE Stock Holding History

Machina 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	-36,833	Closed	-$2.96M	–	425
2025 Q4	$2.96M	Buy	+36,833	New	+$3.05M	0.56%	51
2023 Q2	–	Sell	-47	Closed	-$3.62K	–	437
2023 Q1	$3.62K	Buy	+47	New	+$3.61K	﹤0.01%	449
2022 Q2	–	Sell	-2,600	Closed	-$220K	–	164
2022 Q1	$220K	Buy	+2,600	New	+$208K	0.48%	104
2021 Q4	–	Sell	-8,500	Closed	-$667K	–	167
2021 Q3	$667K	Buy	8,500 +4,400	+107%	+$355K	1.44%	7
2021 Q2	$300K	Buy	+4,100	New	+$308K	0.51%	93
2019 Q2	–	Sell	-15,988	Closed	-$773K	–	584
2019 Q1	$773K	Sell	15,988 -4,184	-21%	-$191K	0.31%	119
2018 Q4	$877K	Buy	+20,172	New	+$882K	0.58%	60

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Machina Capital's NEE Position: Q1 2026 in Review

Machina Capital sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 36,833 shares — an estimated $2.96M sold.

Machina Capital first reported a position in NEE in Q4 2018 and held it in 7 quarters. The position peaked at $2.96M in Q4 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Machina Capital reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Machina Capital sold 36,833 NextEra Energy shares in Q1 2026, an estimated $2.96M.
Machina Capital first reported a position in NextEra Energy in Q4 2018 and held it in 7 quarters.
Machina Capital's NextEra Energy position peaked at $2.96M in Q4 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.