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Munro Partners’s NextEra Energy NEE Stock Holding History

Munro Partners’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 		$143M Buy
1,544,112
+1,167,275
+310% +$104M 4.86% 4
2025
Q4 		$30.3M Buy
376,837
+87,505
+30% +$7.25M 0.79% 32
2025
Q3 		$21.8M Buy
289,332
+22,400
+8% +$1.64M 0.59% 36
2025
Q2 		$18.5M Buy
266,932
+44,067
+20% +$3.06M 0.58% 34
2025
Q1 		$15.8M Buy
222,865
+91,980
+70% +$6.49M 0.74% 29
2024
Q4 		$9.38M Buy
130,885
+60,305
+85% +$4.68M 0.31% 40
2024
Q3 		$5.97M Sell
70,580
-465,685
-87% -$36.3M 0.22% 36
2024
Q2 		$38M Buy
536,265
+503,365
+1,530% +$35.7M 1.41% 24
2024
Q1 		$2.1M Sell
32,900
-18,001
-35% -$1.05M 0.08% 47
2023
Q4 		$3.09M Sell
50,901
-2,309
-4% -$132K 0.14% 43
2023
Q3 		$3.05M Sell
53,210
-587,732
-92% -$40.7M 0.15% 31
2023
Q2 		$47.6M Sell
640,942
-715,065
-53% -$54.1M 2.19% 21
2023
Q1 		$105M Sell
1,356,007
-317,790
-19% -$24.4M 5.11% 5
2022
Q4 		$140M Buy
1,673,797
+142,762
+9% +$11.5M 8% 3
2022
Q3 		$120M Buy
1,531,035
+8,467
+0.6% +$718K 7.12% 4
2022
Q2 		$118M Buy
1,522,568
+91,955
+6% +$7M 6.93% 5
2022
Q1 		$121M Sell
1,430,613
-194,935
-12% -$15.6M 4.35% 12
2021
Q4 		$152M Buy
1,625,548
+190,285
+13% +$16.4M 4.24% 10
2021
Q3 		$113M Sell
1,435,263
-183,807
-11% -$14.8M 3.86% 11
2021
Q2 		$119M Buy
1,619,070
+153,750
+10% +$11.5M 4.09% 11
2021
Q1 		$111M Buy
1,465,320
+351,720
+32% +$27.4M 4.77% 11
2020
Q4 		$85.9M Buy
+1,113,600
New +$83.3M 3.73% 8

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

Munro Partners's NEE Position: Q1 2026 in Review

Munro Partners increased its NextEra Energy (NEE) stake by 310% in Q1 2026, buying an estimated $104M and bringing the position to 1,544,112 shares worth $143M. The position accounts for 4.86% of the portfolio, ranked #4.

Munro Partners first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $152M in Q4 2021. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Munro Partners held 1,544,112 shares of NextEra Energy worth $143M as of Q1 2026.
  • Munro Partners bought 1,167,275 NextEra Energy shares in Q1 2026, an estimated $104M.
  • NextEra Energy made up 4.86% of Munro Partners's portfolio in Q1 2026, its #4 holding.
  • Munro Partners first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Munro Partners's NextEra Energy position peaked at $152M in Q4 2021.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.