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Madison Asset Management’s NextEra Energy NEE Stock Holding History

Madison Asset 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 		$63.6M Sell
684,398
-2,480
-0.4% -$220K 0.79% 42
2025
Q4 		$55.1M Buy
686,878
+3,127
+0.5% +$259K 0.63% 53
2025
Q3 		$51.6M Sell
683,751
-4,722
-0.7% -$345K 0.57% 54
2025
Q2 		$47.8M Buy
688,473
+380
+0.1% +$26.4K 0.52% 58
2025
Q1 		$48.8M Sell
688,093
-14,844
-2% -$1.05M 0.54% 60
2024
Q4 		$50.4M Sell
702,937
-28,721
-4% -$2.23M 0.57% 59
2024
Q3 		$61.8M Sell
731,658
-36,049
-5% -$2.81M 0.7% 48
2024
Q2 		$54.4M Sell
767,707
-197,623
-20% -$14M 0.67% 48
2024
Q1 		$61.7M Buy
965,330
+157,530
+20% +$9.23M 0.76% 46
2023
Q4 		$49.1M Buy
807,800
+75,661
+10% +$4.31M 0.66% 51
2023
Q3 		$41.9M Sell
732,139
-87,696
-11% -$6.07M 0.62% 53
2023
Q2 		$60.8M Buy
819,835
+70,044
+9% +$5.3M 0.89% 38
2023
Q1 		$57.8M Buy
749,791
+529,488
+240% +$40.7M 0.88% 37
2022
Q4 		$18.4M Buy
220,303
+325
+0.1% +$26.3K 0.29% 105
2022
Q3 		$17.2M Sell
219,978
-19,098
-8% -$1.62M 0.29% 103
2022
Q2 		$18.5M Buy
239,076
+5,831
+2% +$444K 0.29% 103
2022
Q1 		$19.8M Buy
233,245
+74,092
+47% +$5.94M 0.28% 100
2021
Q4 		$14.9M Sell
159,153
-47,247
-23% -$4.08M 0.19% 117
2021
Q3 		$16.2M Sell
206,400
-28,433
-12% -$2.29M 0.22% 110
2021
Q2 		$17.2M Sell
234,833
-19,207
-8% -$1.44M 0.23% 111
2021
Q1 		$19.2M Sell
254,040
-254,508
-50% -$19.9M 0.27% 106
2020
Q4 		$39.2M Sell
508,548
-66,432
-12% -$4.97M 0.58% 68
2020
Q3 		$39.9M Sell
574,980
-5,952
-1% -$411K 0.67% 59
2020
Q2 		$34.9M Buy
580,932
+99,108
+21% +$5.93M 0.61% 64
2020
Q1 		$29M Buy
481,824
+3,452
+0.7% +$217K 0.6% 66
2019
Q4 		$29M Buy
+478,372
New +$27.9M 0.44% 72

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

Madison Asset Management's NEE Position: Q1 2026 in Review

Madison Asset Management reduced its NextEra Energy (NEE) stake by 0.36% in Q1 2026, selling an estimated $220K and leaving 684,398 shares worth $63.6M. The position accounts for 0.79% of the portfolio, ranked #42.

Madison Asset Management first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Madison Asset Management held 684,398 shares of NextEra Energy worth $63.6M as of Q1 2026.
  • Madison Asset Management sold 2,480 NextEra Energy shares in Q1 2026, an estimated $220K.
  • NextEra Energy made up 0.79% of Madison Asset Management's portfolio in Q1 2026, its #42 holding.
  • Madison Asset Management first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.