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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
2022
Q1 		– Sell
-6,200
Closed -$465K – 214
2021
Q4 		$465K Buy
+6,200
New +$536K 0.08% 123

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 3,037 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.
  • 3,037 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.