Marble Harbor Investment Counsel’s NextEra Energy NEE Stock Holding History

Marble Harbor Investment Counsel’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	$1.65M	Buy	17,754 +1,705	+11%	+$152K	0.18%	78
2025 Q4	$1.29M	Hold	16,049	–	–	0.14%	81
2025 Q3	$1.21M	Sell	16,049 -600	-4%	-$43.8K	0.13%	81
2025 Q2	$1.16M	Hold	16,649	–	–	0.13%	81
2025 Q1	$1.18M	Sell	16,649 -399	-2%	-$28.2K	0.13%	79
2024 Q4	$1.22M	Hold	17,048	–	–	0.13%	79
2024 Q3	$1.44M	Sell	17,048 -300	-2%	-$23.4K	0.16%	76
2024 Q2	$1.23M	Hold	17,348	–	–	0.14%	78
2024 Q1	$1.11M	Sell	17,348 -191	-1%	-$11.2K	0.13%	83
2023 Q4	$1.07M	Buy	17,539 +432	+3%	+$24.6K	0.13%	91
2023 Q3	$980K	Buy	17,107 +2,358	+16%	+$163K	0.13%	91
2023 Q2	$1.09M	Hold	14,749	–	–	0.14%	87
2023 Q1	$1.14M	Hold	14,749	–	–	0.15%	86
2022 Q4	$1.23M	Hold	14,749	–	–	0.17%	77
2022 Q3	$1.16M	Hold	14,749	–	–	0.18%	72
2022 Q2	$1.14M	Hold	14,749	–	–	0.17%	84
2022 Q1	$1.25M	Buy	14,749 +6,000	+69%	+$481K	0.16%	82
2021 Q4	$817K	Sell	8,749 -200	-2%	-$17.3K	0.1%	100
2021 Q3	$703K	Hold	8,949	–	–	0.09%	100
2021 Q2	$656K	Hold	8,949	–	–	0.08%	106
2021 Q1	$677K	Hold	8,949	–	–	0.09%	105
2020 Q4	$690K	Buy	8,949 +1	+0%	+$75	0.1%	104
2020 Q3	$621K	Buy	8,948 +300	+3%	+$20.7K	0.1%	104
2020 Q2	$519K	Sell	8,648 -400	-4%	-$23.9K	0.09%	107
2020 Q1	$544K	Buy	9,048 +3,200	+55%	+$201K	0.11%	95
2019 Q4	$354K	Hold	5,848	–	–	0.06%	129
2019 Q3	$341K	Hold	5,848	–	–	0.06%	125
2019 Q2	$300K	Hold	5,848	–	–	0.05%	129
2019 Q1	$283K	Hold	5,848	–	–	0.05%	131
2018 Q4	$254K	Sell	5,848 -840	-13%	-$36.7K	0.05%	131
2018 Q3	$280K	Sell	6,688 -840	-11%	-$35.8K	0.05%	130
2018 Q2	$314K	Hold	7,528	–	–	0.06%	126
2018 Q1	$307K	Sell	7,528 -560	-7%	-$21.6K	0.06%	130
2017 Q4	$316K	Sell	8,088 -420	-5%	-$16.2K	0.06%	133
2017 Q3	$312K	Sell	8,508 -140	-2%	-$5.13K	0.06%	132
2017 Q2	$303K	Hold	8,648	–	–	0.07%	128
2017 Q1	$278K	Hold	8,648	–	–	0.06%	134
2016 Q4	$258K	Hold	8,648	–	–	0.06%	133
2016 Q3	$264K	Buy	8,648 +288	+3%	+$9.07K	0.06%	127
2016 Q2	$273K	Hold	8,360	–	–	0.07%	126
2016 Q1	$247K	Hold	8,360	–	–	0.06%	125
2015 Q4	$217K	Hold	8,360	–	–	0.06%	122
2015 Q3	$204K	Hold	8,360	–	–	0.06%	126
2015 Q2	$205K	Hold	8,360	–	–	0.05%	126
2015 Q1	$217K	Hold	8,360	–	–	0.05%	127
2014 Q4	$222K	Buy	+8,360	New	+$211K	0.05%	138
2014 Q3	–	Sell	-8,360	Closed	-$214K	–	143
2014 Q2	$214K	Sell	8,360 -1,060	-11%	-$25.8K	0.05%	137
2014 Q1	$225K	Hold	9,420	–	–	0.06%	132
2013 Q4	$202K	Buy	+9,420	New	+$199K	0.05%	134
2013 Q3	–	Sell	-9,920	Closed	-$202K	–	137
2013 Q2	$202K	Buy	+9,920	New	+$197K	0.06%	129

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

Marble Harbor Investment Counsel's NEE Position: Q1 2026 in Review

Marble Harbor Investment Counsel increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $152K and bringing the position to 17,754 shares worth $1.65M. The position accounts for 0.18% of the portfolio, ranked #78.

Marble Harbor Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 50 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Marble Harbor Investment Counsel held 17,754 shares of NextEra Energy worth $1.65M as of Q1 2026.
Marble Harbor Investment Counsel bought 1,705 NextEra Energy shares in Q1 2026, an estimated $152K.
NextEra Energy made up 0.18% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #78 holding.
Marble Harbor Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 50 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.