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New York Life Investment Management’s NextEra Energy NEE Stock Holding History

New York Life Investment 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 		$28.8M Buy
310,135
+8,523
+3% +$758K 0.24% 76
2025
Q4 		$24.2M Buy
301,612
+1,139
+0.4% +$94.3K 0.21% 91
2025
Q3 		$22.7M Sell
300,473
-7,858
-3% -$574K 0.2% 95
2025
Q2 		$21.4M Buy
308,331
+2,071
+0.7% +$144K 0.2% 97
2025
Q1 		$21.7M Sell
306,260
-1,538
-0.5% -$109K 0.22% 94
2024
Q4 		$22.1M Buy
307,798
+1,576
+0.5% +$122K 0.22% 88
2024
Q3 		$25.9M Sell
306,222
-8,464
-3% -$661K 0.25% 73
2024
Q2 		$22.3M Sell
314,686
-144
-0% -$10.2K 0.22% 85
2024
Q1 		$20.1M Sell
314,830
-7,956
-2% -$466K 0.2% 94
2023
Q4 		$19.6M Buy
322,786
+5,880
+2% +$335K 0.2% 96
2023
Q3 		$18.2M Buy
316,906
+809
+0.3% +$56K 0.2% 99
2023
Q2 		$23.5M Buy
316,097
+3,921
+1% +$297K 0.24% 78
2023
Q1 		$24.1M Buy
312,176
+353
+0.1% +$27.1K 0.27% 73
2022
Q4 		$26.1M Buy
311,823
+2,935
+1% +$237K 0.3% 64
2022
Q3 		$24.2M Sell
308,888
-3,912
-1% -$332K 0.29% 66
2022
Q2 		$24.2M Buy
+312,800
New +$23.8M 0.28% 72

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

New York Life Investment Management's NEE Position: Q1 2026 in Review

New York Life Investment Management increased its NextEra Energy (NEE) stake by 2.8% in Q1 2026, buying an estimated $758K and bringing the position to 310,135 shares worth $28.8M. The position accounts for 0.24% of the portfolio, ranked #76.

New York Life Investment Management first reported a position in NEE in Q2 2022 and has held it in 16 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • New York Life Investment Management held 310,135 shares of NextEra Energy worth $28.8M as of Q1 2026.
  • New York Life Investment Management bought 8,523 NextEra Energy shares in Q1 2026, an estimated $758K.
  • NextEra Energy made up 0.24% of New York Life Investment Management's portfolio in Q1 2026, its #76 holding.
  • New York Life Investment Management first reported a position in NextEra Energy in Q2 2022 and has held it in 16 quarters since.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.