Mirabaud Asset Management’s NextEra Energy NEE Stock Holding History

Mirabaud Asset 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	$4.8M	Sell	52,142 -10,640	-17%	-$946K	3.95%	12
2025 Q4	$4.42M	Buy	62,782 +5,406	+9%	+$448K	2.05%	18
2025 Q3	$4.37M	Hold	57,376	–	–	2.12%	19
2025 Q2	$4.07M	Buy	57,376 +7,957	+16%	+$553K	1.89%	21
2025 Q1	$3.48M	Sell	49,419 -34,807	-41%	-$2.46M	1.82%	20
2024 Q4	$6.04M	Hold	84,226	–	–	2.81%	17
2024 Q3	$7.12M	Sell	84,226 -13,943	-14%	-$1.09M	2.94%	11
2024 Q2	$6.95M	Buy	+98,169	New	+$6.97M	3.2%	9

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

Mirabaud Asset Management's NEE Position: Q1 2026 in Review

Mirabaud Asset Management reduced its NextEra Energy (NEE) stake by 17% in Q1 2026, selling an estimated $946K and leaving 52,142 shares worth $4.8M. The position accounts for 3.95% of the portfolio, ranked #12.

Mirabaud Asset Management first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.12M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Mirabaud Asset Management held 52,142 shares of NextEra Energy worth $4.8M as of Q1 2026.
Mirabaud Asset Management sold 10,640 NextEra Energy shares in Q1 2026, an estimated $946K.
NextEra Energy made up 3.95% of Mirabaud Asset Management's portfolio in Q1 2026, its #12 holding.
Mirabaud Asset Management first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Mirabaud Asset Management's NextEra Energy position peaked at $7.12M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.