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Michael J. Puzo’s NextEra Energy NEE Stock Holding History

Michael J. Puzo’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 		$1.03M Buy
+11,115
New +$988K 0.3% 43
2015
Q4 		– Sell
-5,140
Closed -$125K – 100
2015
Q3 		$125K Buy
5,140
+120
+2% +$3.05K 0.09% 88
2015
Q2 		$123K Hold
5,020
– – 0.08% 94
2015
Q1 		$131K Buy
+5,020
New +$132K 0.08% 98

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

Michael J. Puzo's NEE Position: Q1 2026 in Review

Michael J. Puzo opened a new position in NextEra Energy (NEE) in Q1 2026: 11,115 shares worth $1.03M. The stake represents 0.3% of the portfolio and ranks #43 among its holdings. This is a return to the name: Michael J. Puzo previously reported a position in NEE as recently as Q3 2015.

Michael J. Puzo first reported a position in NEE in Q1 2015 and has held it in 4 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Michael J. Puzo held 11,115 shares of NextEra Energy worth $1.03M as of Q1 2026.
  • NextEra Energy was a new Michael J. Puzo position in Q1 2026.
  • NextEra Energy made up 0.3% of Michael J. Puzo's portfolio in Q1 2026, its #43 holding.
  • Michael J. Puzo first reported a position in NextEra Energy in Q1 2015 and has held it in 4 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.