MV Capital Management’s NextEra Energy NEE Stock Holding History

MV Capital 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	$443K	Buy	4,769 +35	+0.7%	+$3.11K	0.04%	125
2025 Q4	$380K	Buy	4,734 +7	+0.1%	+$580	0.04%	137
2025 Q3	$357K	Sell	4,727 -23	-0.5%	-$1.68K	0.03%	139
2025 Q2	$330K	Sell	4,750 -293	-6%	-$20.4K	0.03%	143
2025 Q1	$358K	Sell	5,043 -911	-15%	-$64.3K	0.04%	137
2024 Q4	$427K	Hold	5,954	–	–	0.05%	125
2024 Q3	$503K	Buy	5,954 +555	+10%	+$43.3K	0.05%	121
2024 Q2	$382K	Buy	5,399 +241	+5%	+$17.1K	0.04%	129
2024 Q1	$330K	Buy	5,158 +349	+7%	+$20.4K	0.04%	138
2023 Q4	$292K	Sell	4,809 -364	-7%	-$20.7K	0.04%	137
2023 Q3	$296K	Sell	5,173 -711	-12%	-$49.2K	0.04%	135
2023 Q2	$437K	Buy	5,884 +96	+2%	+$7.27K	0.06%	113
2023 Q1	$446K	Buy	5,788 +260	+5%	+$20K	0.06%	111
2022 Q4	$462K	Sell	5,528 -66	-1%	-$5.33K	0.07%	95
2022 Q3	$439K	Buy	5,594 +704	+14%	+$59.7K	0.08%	92
2022 Q2	$379K	Buy	4,890 +360	+8%	+$27.4K	0.06%	105
2022 Q1	$384K	Sell	4,530 -183	-4%	-$14.7K	0.06%	110
2021 Q4	$440K	Buy	4,713 +202	+4%	+$17.5K	0.06%	105
2021 Q3	$354K	Buy	4,511 +226	+5%	+$18.2K	0.06%	109
2021 Q2	$314K	Buy	4,285 +2,608	+156%	+$196K	0.05%	108
2021 Q1	$127K	Buy	1,677 +45	+3%	+$3.51K	0.02%	132
2020 Q4	$126K	Buy	1,632 +200	+14%	+$15K	0.02%	123
2020 Q3	$99K	Hold	1,432	–	–	0.02%	127
2020 Q2	$86K	Hold	1,432	–	–	0.02%	129
2020 Q1	$86K	Hold	1,432	–	–	0.02%	131
2019 Q4	$87K	Hold	1,432	–	–	0.02%	141
2019 Q3	$83K	Hold	1,432	–	–	0.02%	142
2019 Q2	$73K	Sell	1,432 -800	-36%	-$39.4K	0.02%	139
2019 Q1	$108K	Hold	2,232	–	–	0.03%	126
2018 Q4	$97K	Hold	2,232	–	–	0.03%	129
2018 Q3	$94K	Hold	2,232	–	–	0.02%	135
2018 Q2	$93K	Hold	2,232	–	–	0.02%	137
2018 Q1	$91K	Buy	2,232 +200	+10%	+$7.71K	0.02%	137
2017 Q4	$79K	Hold	2,032	–	–	0.02%	146
2017 Q3	$74K	Hold	2,032	–	–	0.02%	147
2017 Q2	$71K	Hold	2,032	–	–	0.02%	147
2017 Q1	$65K	Hold	2,032	–	–	0.02%	149
2016 Q4	$61K	Buy	2,032 +432	+27%	+$12.9K	0.02%	146
2016 Q3	$49K	Hold	1,600	–	–	0.02%	150
2016 Q2	$52K	Hold	1,600	–	–	0.02%	151
2016 Q1	$47K	Sell	1,600 -1,600	-50%	-$44.9K	0.02%	154
2015 Q4	$83K	Buy	+3,200	New	+$81K	0.03%	132

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

MV Capital Management's NEE Position: Q1 2026 in Review

MV Capital Management increased its NextEra Energy (NEE) stake by 0.74% in Q1 2026, buying an estimated $3.11K and bringing the position to 4,769 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #125.

MV Capital Management first reported a position in NEE in Q4 2015 and has held it in 42 quarters since. The position peaked at $503K in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

MV Capital Management held 4,769 shares of NextEra Energy worth $443K as of Q1 2026.
MV Capital Management bought 35 NextEra Energy shares in Q1 2026, an estimated $3.11K.
NextEra Energy made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #125 holding.
MV Capital Management first reported a position in NextEra Energy in Q4 2015 and has held it in 42 quarters since.
MV Capital Management's NextEra Energy position peaked at $503K in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.