NCM
NEE icon

NCM Capital Management’s NextEra Energy NEE Stock Holding History

NCM 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 		$1.95M Buy
20,984
+7
+0% +$622 0.7% 28
2025
Q4 		$1.68M Buy
20,977
+6
+0% +$497 0.62% 36
2025
Q3 		$1.58M Sell
20,971
-539
-3% -$39.4K 0.61% 36
2025
Q2 		$1.49M Buy
21,510
+779
+4% +$54.1K 0.61% 35
2025
Q1 		$1.47M Sell
20,731
-242
-1% -$17.1K 0.66% 35
2024
Q4 		$1.5M Sell
20,973
-94
-0.4% -$7.3K 0.68% 30
2024
Q3 		$1.78M Sell
21,067
-44
-0.2% -$3.43K 0.85% 23
2024
Q2 		$1.49M Buy
21,111
+7
+0% +$497 0.78% 25
2024
Q1 		$1.35M Sell
21,104
-564
-3% -$33K 0.76% 29
2023
Q4 		$1.32M Buy
21,668
+813
+4% +$46.3K 0.8% 26
2023
Q3 		$1.19M Buy
20,855
+4,383
+27% +$303K 0.85% 26
2023
Q2 		$1.22M Buy
16,472
+19
+0.1% +$1.44K 0.85% 26
2023
Q1 		$1.27M Sell
16,453
-7
-0% -$538 0.95% 25
2022
Q4 		$1.38M Buy
16,460
+5
+0% +$404 0.91% 28
2022
Q3 		$1.29M Buy
16,455
+5
+0% +$424 0.98% 26
2022
Q2 		$1.27M Buy
16,450
+6
+0% +$457 0.89% 36
2022
Q1 		$1.39M Sell
16,444
-981
-6% -$78.6K 0.88% 33
2021
Q4 		$1.63M Buy
+17,425
New +$1.51M 1.44% 15

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

NCM Capital Management increased its NextEra Energy (NEE) stake by 0.03% in Q1 2026, buying an estimated $622 and bringing the position to 20,984 shares worth $1.95M. The position accounts for 0.7% of the portfolio, ranked #28.

NCM Capital Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • NCM Capital Management held 20,984 shares of NextEra Energy worth $1.95M as of Q1 2026.
  • NCM Capital Management bought 7 NextEra Energy shares in Q1 2026, an estimated $622.
  • NextEra Energy made up 0.7% of NCM Capital Management's portfolio in Q1 2026, its #28 holding.
  • NCM Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.