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North Star Asset Management’s NextEra Energy NEE Stock Holding History

North Star Asset 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 		$596K Buy
6,412
+17
+0.3% +$1.51K 0.03% 230
2025
Q4 		$513K Buy
6,395
+3
+0% +$248 0.02% 238
2025
Q3 		$483K Buy
6,392
+403
+7% +$29.4K 0.02% 235
2025
Q2 		$416K Buy
5,989
+3,142
+110% +$218K 0.02% 244
2025
Q1 		$202K Buy
+2,847
New +$201K 0.01% 306
2024
Q4 		– Sell
-2,765
Closed -$234K – 329
2024
Q3 		$234K Buy
+2,765
New +$216K 0.01% 291
2023
Q3 		– Sell
-2,740
Closed -$203K – 304
2023
Q2 		$203K Sell
2,740
-25
-0.9% -$1.89K 0.01% 280
2023
Q1 		$213K Hold
2,765
– – 0.01% 278
2022
Q4 		$231K Sell
2,765
-375
-12% -$30.3K 0.01% 274
2022
Q3 		$246K Hold
3,140
– – 0.02% 261
2022
Q2 		$243K Buy
3,140
+10
+0.3% +$761 0.02% 257
2022
Q1 		$266K Sell
3,130
-87
-3% -$6.97K 0.01% 262
2021
Q4 		$300K Sell
3,217
-30
-0.9% -$2.59K 0.02% 258
2021
Q3 		$255K Buy
+3,247
New +$262K 0.01% 268

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

North Star Asset Management's NEE Position: Q1 2026 in Review

North Star Asset Management increased its NextEra Energy (NEE) stake by 0.27% in Q1 2026, buying an estimated $1.51K and bringing the position to 6,412 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #230.

North Star Asset Management first reported a position in NEE in Q3 2021 and has held it in 14 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • North Star Asset Management held 6,412 shares of NextEra Energy worth $596K as of Q1 2026.
  • North Star Asset Management bought 17 NextEra Energy shares in Q1 2026, an estimated $1.51K.
  • NextEra Energy made up 0.03% of North Star Asset Management's portfolio in Q1 2026, its #230 holding.
  • North Star Asset Management first reported a position in NextEra Energy in Q3 2021 and has held it in 14 quarters since.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.