Morse Asset Management’s NextEra Energy NEE Stock Holding History

Morse 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	$743K	Hold	8,000	–	–	0.15%	108
2025 Q4	$642K	Hold	8,000	–	–	0.13%	113
2025 Q3	$604K	Sell	8,000 -150	-2%	-$11K	0.12%	114
2025 Q2	$566K	Hold	8,150	–	–	0.12%	119
2025 Q1	$578K	Sell	8,150 -750	-8%	-$52.9K	0.15%	104
2024 Q4	$638K	Sell	8,900 -75	-0.8%	-$5.83K	0.15%	101
2024 Q3	$759K	Hold	8,975	–	–	0.16%	112
2024 Q2	$636K	Sell	8,975 -75	-0.8%	-$5.32K	0.15%	106
2024 Q1	$578K	Sell	9,050 -1,250	-12%	-$73.2K	0.15%	102
2023 Q4	$626K	Sell	10,300 -925	-8%	-$52.7K	0.18%	99
2023 Q3	$643K	Buy	11,225 +225	+2%	+$15.6K	0.2%	97
2023 Q2	$816K	Sell	11,000 -1,000	-8%	-$75.7K	0.25%	89
2023 Q1	$925K	Sell	12,000 -1,000	-8%	-$76.9K	0.31%	77
2022 Q4	$1.09M	Hold	13,000	–	–	0.39%	70
2022 Q3	$1.02M	Hold	13,000	–	–	0.38%	73
2022 Q2	$1.01M	Hold	13,000	–	–	0.32%	77
2022 Q1	$1.1M	Sell	13,000 -1,500	-10%	-$120K	0.27%	87
2021 Q4	$1.35M	Hold	14,500	–	–	0.3%	76
2021 Q3	$1.14M	Sell	14,500 -500	-3%	-$40.3K	0.27%	82
2021 Q2	$1.1M	Sell	15,000 -4,000	-21%	-$300K	0.27%	83
2021 Q1	$1.44M	Sell	19,000 -8,065	-30%	-$629K	0.37%	67
2020 Q4	$2.09M	Sell	27,065 -11,755	-30%	-$879K	0.58%	46
2020 Q3	$2.69M	Buy	38,820 +18,800	+94%	+$1.3M	0.86%	33
2020 Q2	$1.2M	Sell	20,020 -4,780	-19%	-$286K	0.43%	55
2020 Q1	$1.49M	Hold	24,800	–	–	0.71%	40
2019 Q4	$1.5M	Sell	24,800 -7,160	-22%	-$418K	0.51%	61
2019 Q3	$1.86M	Sell	31,960 -4,600	-13%	-$249K	0.7%	44
2019 Q2	$1.87M	Buy	36,560 +2,200	+6%	+$108K	0.55%	50
2019 Q1	$1.66M	Buy	34,360 +5,560	+19%	+$254K	0.5%	57
2018 Q4	$1.25M	Hold	28,800	–	–	0.44%	57
2018 Q3	$1.21M	Hold	28,800	–	–	0.32%	78
2018 Q2	$1.2M	Hold	28,800	–	–	0.33%	76
2018 Q1	$1.18M	Hold	28,800	–	–	0.33%	76
2017 Q4	$1.13M	Hold	28,800	–	–	0.31%	76
2017 Q3	$1.05M	Sell	28,800 -400	-1%	-$14.7K	0.31%	73
2017 Q2	$1.02M	Hold	29,200	–	–	0.33%	75
2017 Q1	$937K	Buy	+29,200	New	+$918K	0.32%	78

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

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

Morse Asset Management held its NextEra Energy (NEE) position steady in Q1 2026 at 8,000 shares worth $743K. The position accounts for 0.15% of the portfolio, ranked #108.

Morse Asset Management first reported a position in NEE in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.69M in Q3 2020. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Morse Asset Management held 8,000 shares of NextEra Energy worth $743K as of Q1 2026.
Morse Asset Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.15% of Morse Asset Management's portfolio in Q1 2026, its #108 holding.
Morse Asset Management first reported a position in NextEra Energy in Q1 2017 and has held it in 37 quarters since.
Morse Asset Management's NextEra Energy position peaked at $2.69M in Q3 2020.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.