Morgan Stanley’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.01B | Sell |
64,751,882
-918,558
| -1% | -$81.7M | 0.36% | 39 |
|
|
2025
Q4 | $5.27B | Sell |
65,670,440
-409,937
| -0.6% | -$34M | 0.31% | 48 |
|
|
2025
Q3 | $4.99B | Buy |
66,080,377
+2,147,879
| +3% | +$157M | 0.3% | 48 |
|
|
2025
Q2 | $4.44B | Buy |
63,932,498
+3,466,429
| +6% | +$241M | 0.29% | 58 |
|
|
2025
Q1 | $4.29B | Buy |
60,466,069
+379,039
| +0.6% | +$26.8M | 0.31% | 49 |
|
|
2024
Q4 | $4.31B | Sell |
60,087,030
-1,211,586
| -2% | -$94.1M | 0.3% | 53 |
|
|
2024
Q3 | $5.18B | Buy |
61,298,616
+1,382,178
| +2% | +$108M | 0.38% | 38 |
|
|
2024
Q2 | $4.24B | Buy |
59,916,438
+3,202,119
| +6% | +$227M | 0.33% | 49 |
|
|
2024
Q1 | $3.62B | Sell |
56,714,319
-42,280,461
| -43% | -$2.48B | 0.29% | 58 |
|
|
2023
Q4 | $6.01B | Buy |
98,994,780
+46,965,742
| +90% | +$2.68B | 0.26% | 66 |
|
|
2023
Q3 | $2.98B | Buy |
52,029,038
+1,265,368
| +2% | +$87.6M | 0.3% | 56 |
|
|
2023
Q2 | $3.77B | Buy |
50,763,670
+3,982,528
| +9% | +$302M | 0.37% | 48 |
|
|
2023
Q1 | $3.61B | Buy |
46,781,142
+649,577
| +1% | +$50M | 0.39% | 44 |
|
|
2022
Q4 | $3.86B | Buy |
46,131,565
+7,797,931
| +20% | +$630M | 0.44% | 41 |
|
|
2022
Q3 | $3.01B | Buy |
38,333,634
+1,288,020
| +3% | +$109M | 0.41% | 41 |
|
|
2022
Q2 | $2.87B | Buy |
37,045,614
+10,094,574
| +37% | +$769M | 0.37% | 51 |
|
|
2022
Q1 | $2.28B | Sell |
26,951,040
-1,112,240
| -4% | -$89.1M | 0.31% | 70 |
|
|
2021
Q4 | $2.62B | Buy |
28,063,280
+943,834
| +3% | +$81.6M | 0.32% | 65 |
|
|
2021
Q3 | $2.13B | Sell |
27,119,446
-420,833
| -2% | -$33.9M | 0.29% | 74 |
|
|
2021
Q2 | $2.02B | Buy |
27,540,279
+591,499
| +2% | +$44.4M | 0.27% | 86 |
|
|
2021
Q1 | $2.04B | Sell |
26,948,780
-787,477
| -3% | -$61.5M | 0.3% | 72 |
|
|
2020
Q4 | $2.14B | Sell |
27,736,257
-1,338,647
| -5% | -$100M | 0.33% | 67 |
|
|
2020
Q3 | $2.02B | Sell |
29,074,904
-514,056
| -2% | -$35.5M | 0.39% | 54 |
|
|
2020
Q2 | $1.78B | Buy |
29,588,960
+184,092
| +0.6% | +$11M | 0.39% | 55 |
|
|
2020
Q1 | $1.77B | Sell |
29,404,868
-4,122,064
| -12% | -$259M | 0.48% | 41 |
|
|
2019
Q4 | $2.03B | Buy |
33,526,932
+4,070,864
| +14% | +$238M | 0.47% | 30 |
|
|
2019
Q3 | $1.72B | Sell |
29,456,068
-429,280
| -1% | -$23.2M | 0.45% | 33 |
|
|
2019
Q2 | $1.53B | Sell |
29,885,348
-2,143,196
| -7% | -$105M | 0.41% | 39 |
|
|
2019
Q1 | $1.55B | Sell |
32,028,544
-1,261,960
| -4% | -$57.7M | 0.44% | 38 |
|
|
2018
Q4 | $1.45B | Buy |
33,290,504
+1,119,560
| +3% | +$49M | 0.43% | 41 |
|
|
2018
Q3 | $1.35B | Buy |
32,170,944
+3,165,696
| +11% | +$135M | 0.34% | 54 |
|
|
2018
Q2 | $1.21B | Buy |
29,005,248
+615,976
| +2% | +$24.9M | 0.33% | 57 |
|
|
2018
Q1 | $1.16B | Buy |
28,389,272
+3,116,020
| +12% | +$120M | 0.32% | 61 |
|
|
2017
Q4 | $987M | Buy |
25,273,252
+1,200,324
| +5% | +$46.3M | 0.27% | 68 |
|
|
2017
Q3 | $882M | Buy |
24,072,928
+3,874,824
| +19% | +$142M | 0.26% | 73 |
|
|
2017
Q2 | $708M | Sell |
20,198,104
-1,916,568
| -9% | -$65.5M | 0.21% | 99 |
|
|
2017
Q1 | $710M | Buy |
22,114,672
+458,788
| +2% | +$14.4M | 0.22% | 96 |
|
|
2016
Q4 | $647M | Sell |
21,655,884
-1,790,652
| -8% | -$53.5M | 0.21% | 100 |
|
|
2016
Q3 | $717M | Sell |
23,446,536
-544,752
| -2% | -$17.2M | 0.24% | 85 |
|
|
2016
Q2 | $782M | Sell |
23,991,288
-4,298,504
| -15% | -$129M | 0.28% | 68 |
|
|
2016
Q1 | $837M | Sell |
28,289,792
-543,872
| -2% | -$15.3M | 0.32% | 51 |
|
|
2015
Q4 | $749M | Buy |
28,833,664
+254,008
| +0.9% | +$6.43M | 0.27% | 80 |
|
|
2015
Q3 | $697M | Buy |
28,579,656
+3,900,140
| +16% | +$99.2M | 0.26% | 78 |
|
|
2015
Q2 | $605M | Buy |
24,679,516
+913,580
| +4% | +$23.2M | 0.21% | 105 |
|
|
2015
Q1 | $618M | Buy |
23,765,936
+165,780
| +0.7% | +$4.37M | 0.23% | 100 |
|
|
2014
Q4 | $627M | Sell |
23,600,156
-307,948
| -1% | -$7.78M | 0.23% | 92 |
|
|
2014
Q3 | $561M | Buy |
23,908,104
+1,604,664
| +7% | +$38.7M | 0.22% | 95 |
|
|
2014
Q2 | $571M | Buy |
22,303,440
+1,352,776
| +6% | +$32.9M | 0.22% | 89 |
|
|
2014
Q1 | $501M | Buy |
20,950,664
+8,256,356
| +65% | +$187M | 0.21% | 98 |
|
|
2013
Q4 | $272M | Buy |
12,694,308
+3,681,232
| +41% | +$77.6M | 0.12% | 203 |
|
|
2013
Q3 | $181M | Buy |
9,013,076
+4,113,492
| +84% | +$84.9M | 0.09% | 260 |
|
|
2013
Q2 | $99.8M | Buy |
+4,899,584
| New | +$97.2M | 0.05% | 405 |
|
Other funds holding NEE
VCM
VPM
Morgan Stanley's NEE Position: Q1 2026 in Review
Morgan Stanley reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $81.7M and leaving 64,751,882 shares worth $6.01B. The position accounts for 0.36% of the portfolio, ranked #39.
Morgan Stanley first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Morgan Stanley held 64,751,882 shares of NextEra Energy worth $6.01B as of Q1 2026.
- Morgan Stanley sold 918,558 NextEra Energy shares in Q1 2026, an estimated $81.7M.
- NextEra Energy made up 0.36% of Morgan Stanley's portfolio in Q1 2026, its #39 holding.
- Morgan Stanley first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.