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Means Investment Company’s NextEra Energy NEE Stock Holding History

Means Investment Company’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 		$1.79M Buy
19,258
+510
+3% +$45.3K 0.16% 63
2025
Q4 		$1.51M Sell
18,748
-868
-4% -$71.9K 0.13% 71
2025
Q3 		$1.48M Sell
19,616
-275
-1% -$20.1K 0.13% 72
2025
Q2 		$1.38M Sell
19,891
-378
-2% -$26.3K 0.13% 76
2025
Q1 		$1.44M Sell
20,269
-723
-3% -$51K 0.15% 69
2024
Q4 		$1.5M Sell
20,992
-142
-0.7% -$11K 0.16% 74
2024
Q3 		$1.79M Sell
21,134
-104
-0.5% -$8.12K 0.2% 67
2024
Q2 		$1.5M Sell
21,238
-139
-0.7% -$9.86K 0.18% 69
2024
Q1 		$1.37M Buy
21,377
+211
+1% +$12.4K 0.18% 76
2023
Q4 		$1.29M Sell
21,166
-580
-3% -$33.1K 0.19% 80
2023
Q3 		$1.25M Sell
21,746
-225
-1% -$15.6K 0.2% 81
2023
Q2 		$1.63M Sell
21,971
-1,192
-5% -$90.2K 0.26% 71
2023
Q1 		$1.79M Sell
23,163
-34
-0.1% -$2.62K 0.31% 62
2022
Q4 		$1.94M Sell
23,197
-33
-0.1% -$2.67K 0.39% 59
2022
Q3 		$1.82M Buy
23,230
+766
+3% +$65K 0.4% 56
2022
Q2 		$1.74M Sell
22,464
-226
-1% -$17.2K 0.37% 58
2022
Q1 		$1.92M Sell
22,690
-78
-0.3% -$6.25K 0.35% 64
2021
Q4 		$2.13M Buy
22,768
+193
+0.9% +$16.7K 0.38% 55
2021
Q3 		$1.77M Buy
22,575
+695
+3% +$56.1K 0.35% 58
2021
Q2 		$1.6M Sell
21,880
-70
-0.3% -$5.25K 0.32% 64
2021
Q1 		$1.66M Buy
21,950
+194
+0.9% +$15.1K 0.38% 56
2020
Q4 		$1.83M Sell
21,756
-65,264
-75% -$4.88M 0.42% 49
2020
Q3 		$1.65M Buy
87,020
+65,296
+301% +$4.51M 0.45% 45
2020
Q2 		$1.51M Hold
21,724
– – 0.47% 47
2020
Q1 		$1.34M Sell
21,724
-20
-0.1% -$1.26K 0.52% 49
2019
Q4 		$1.38M Buy
21,744
+48
+0.2% +$2.8K 0.46% 56
2019
Q3 		$1.25M Sell
21,696
-24
-0.1% -$1.3K 0.47% 56
2019
Q2 		$1.13M Buy
21,720
+1,852
+9% +$91.1K 0.46% 58
2019
Q1 		$960K Buy
19,868
+3,872
+24% +$177K 0.42% 58
2018
Q4 		$695K Buy
+15,996
New +$699K 0.38% 65

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

Means Investment Company's NEE Position: Q1 2026 in Review

Means Investment Company increased its NextEra Energy (NEE) stake by 2.7% in Q1 2026, buying an estimated $45.3K and bringing the position to 19,258 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #63.

Means Investment Company first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.13M in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Means Investment Company held 19,258 shares of NextEra Energy worth $1.79M as of Q1 2026.
  • Means Investment Company bought 510 NextEra Energy shares in Q1 2026, an estimated $45.3K.
  • NextEra Energy made up 0.16% of Means Investment Company's portfolio in Q1 2026, its #63 holding.
  • Means Investment Company first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's NextEra Energy position peaked at $2.13M in Q4 2021.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.