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NFJ Investment Group’s NextEra Energy NEE Stock Holding History

NFJ Investment Group’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 		$45.7M Sell
492,428
-283,422
-37% -$25.2M 1.73% 10
2025
Q4 		$62.3M Sell
775,850
-219,361
-22% -$18.2M 2.24% 7
2025
Q3 		$75.1M Sell
995,211
-34,652
-3% -$2.53M 2.58% 4
2025
Q2 		$71.5M Sell
1,029,863
-120,526
-10% -$8.37M 2.49% 1
2025
Q1 		$81.6M Sell
1,150,389
-13,741
-1% -$970K 2.74% 1
2024
Q4 		$83.5M Sell
1,164,130
-29,002
-2% -$2.25M 2.68% 2
2024
Q3 		$101M Sell
1,193,132
-179,578
-13% -$14M 2.95% 2
2024
Q2 		$97.2M Sell
1,372,710
-177,674
-11% -$12.6M 2.98% 3
2024
Q1 		$99.1M Buy
1,550,384
+460,674
+42% +$27M 2.71% 4
2023
Q4 		$66.2M Buy
1,089,710
+53,398
+5% +$3.04M 1.83% 9
2023
Q3 		$59.4M Buy
+1,036,312
New +$71.7M 1.73% 10
2022
Q3 		– Sell
-905,591
Closed -$70.1M – 337
2022
Q2 		$70.1M Sell
905,591
-222,282
-20% -$16.9M 1.68% 8
2022
Q1 		$95.5M Buy
1,127,873
+424,982
+60% +$34.1M 1.94% 4
2021
Q4 		$65.6M Sell
702,891
-439,775
-38% -$38M 1.2% 12
2021
Q3 		$89.7M Buy
1,142,666
+24,461
+2% +$1.97M 1.76% 6
2021
Q2 		$81.9M Buy
1,118,205
+178,692
+19% +$13.4M 1.55% 8
2021
Q1 		$71M Buy
+939,513
New +$73.3M 1.43% 9

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

NFJ Investment Group's NEE Position: Q1 2026 in Review

NFJ Investment Group reduced its NextEra Energy (NEE) stake by 37% in Q1 2026, selling an estimated $25.2M and leaving 492,428 shares worth $45.7M. The position accounts for 1.73% of the portfolio, ranked #10.

NFJ Investment Group first reported a position in NEE in Q1 2021 and has held it in 17 quarters since. The position peaked at $101M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • NFJ Investment Group held 492,428 shares of NextEra Energy worth $45.7M as of Q1 2026.
  • NFJ Investment Group sold 283,422 NextEra Energy shares in Q1 2026, an estimated $25.2M.
  • NextEra Energy made up 1.73% of NFJ Investment Group's portfolio in Q1 2026, its #10 holding.
  • NFJ Investment Group first reported a position in NextEra Energy in Q1 2021 and has held it in 17 quarters since.
  • NFJ Investment Group's NextEra Energy position peaked at $101M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.