Marathon Capital Management’s NextEra Energy NEE Stock Holding History

Marathon Capital 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	$293K	Hold	3,159	–	–	0.07%	136
2025 Q4	$254K	Hold	3,159	–	–	0.05%	141
2025 Q3	$238K	Hold	3,159	–	–	0.05%	138
2025 Q2	$219K	Hold	3,159	–	–	0.06%	143
2025 Q1	$224K	Hold	3,159	–	–	0.06%	138
2024 Q4	$226K	Buy	3,159 +9	+0.3%	+$699	0.06%	137
2024 Q3	$266K	Hold	3,150	–	–	0.06%	123
2024 Q2	$223K	Sell	3,150 -200	-6%	-$14.2K	0.06%	128
2024 Q1	$214K	Hold	3,350	–	–	0.05%	131
2023 Q4	$203K	Buy	+3,350	New	+$191K	0.05%	138
2023 Q3	–	Sell	-3,350	Closed	-$249K	–	166
2023 Q2	$249K	Sell	3,350 -250	-7%	-$18.9K	0.06%	127
2023 Q1	$277K	Hold	3,600	–	–	0.07%	128
2022 Q4	$301K	Hold	3,600	–	–	0.08%	116
2022 Q3	$282K	Hold	3,600	–	–	0.08%	122
2022 Q2	$279K	Buy	+3,600	New	+$274K	0.09%	114
2022 Q1	–	Sell	-3,850	Closed	-$359K	–	138
2021 Q4	$359K	Sell	3,850 -400	-9%	-$34.6K	0.08%	120
2021 Q3	$334K	Sell	4,250 -262	-6%	-$21.1K	0.08%	143
2021 Q2	$330K	Sell	4,512 -50	-1%	-$3.75K	0.08%	122
2021 Q1	$344K	Sell	4,562 -310	-6%	-$24.2K	0.09%	112
2020 Q4	$375K	Hold	4,872	–	–	0.11%	100
2020 Q3	$338K	Buy	+4,872	New	+$336K	0.12%	95
2018 Q3	–	Sell	-5,160	Closed	-$215K	–	124
2018 Q2	$215K	Buy	+5,160	New	+$208K	0.08%	91

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

Marathon Capital Management's NEE Position: Q1 2026 in Review

Marathon Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 3,159 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #136.

Marathon Capital Management first reported a position in NEE in Q2 2018 and has held it in 22 quarters since. The position peaked at $375K in Q4 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Marathon Capital Management held 3,159 shares of NextEra Energy worth $293K as of Q1 2026.
Marathon Capital Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.07% of Marathon Capital Management's portfolio in Q1 2026, its #136 holding.
Marathon Capital Management first reported a position in NextEra Energy in Q2 2018 and has held it in 22 quarters since.
Marathon Capital Management's NextEra Energy position peaked at $375K in Q4 2020.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.