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Northcape Wealth Management’s NextEra Energy NEE Stock Holding History

Northcape Wealth 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 		$4.73M Buy
50,972
+337
+0.7% +$30K 1.29% 19
2025
Q4 		$4.06M Sell
50,635
-1,571
-3% -$130K 1.15% 27
2025
Q3 		$3.94M Buy
52,206
+504
+1% +$36.8K 1.15% 26
2025
Q2 		$3.59M Sell
51,702
-323
-0.6% -$22.4K 1.09% 28
2025
Q1 		$3.69M Sell
52,025
-585
-1% -$41.3K 1.19% 27
2024
Q4 		$3.77M Sell
52,610
-287
-0.5% -$22.3K 1.22% 24
2024
Q3 		$4.47M Buy
52,897
+127
+0.2% +$9.91K 1.46% 18
2024
Q2 		$3.74M Sell
52,770
-114
-0.2% -$8.09K 1.35% 23
2024
Q1 		$3.38M Buy
52,884
+34,016
+180% +$1.99M 1.23% 24
2023
Q4 		$1.15M Sell
18,868
-7,820
-29% -$446K 0.42% 66
2023
Q3 		$1.53M Buy
26,688
+21,645
+429% +$1.5M 0.59% 58
2023
Q2 		$374K Sell
5,043
-325
-6% -$24.6K 0.14% 114
2023
Q1 		$414K Buy
5,368
+2,080
+63% +$160K 0.15% 109
2022
Q4 		$275K Sell
3,288
-2,634
-44% -$213K 0.15% 67
2022
Q3 		$464K Buy
5,922
+1,836
+45% +$156K 0.17% 91
2022
Q2 		$317K Sell
4,086
-1,765
-30% -$134K 0.12% 96
2022
Q1 		$496K Buy
5,851
+3,063
+110% +$245K 0.14% 101
2021
Q4 		$260K Buy
+2,788
New +$241K 0.09% 112

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

Northcape Wealth Management's NEE Position: Q1 2026 in Review

Northcape Wealth Management increased its NextEra Energy (NEE) stake by 0.67% in Q1 2026, buying an estimated $30K and bringing the position to 50,972 shares worth $4.73M. The position accounts for 1.29% of the portfolio, ranked #19.

Northcape Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Northcape Wealth Management held 50,972 shares of NextEra Energy worth $4.73M as of Q1 2026.
  • Northcape Wealth Management bought 337 NextEra Energy shares in Q1 2026, an estimated $30K.
  • NextEra Energy made up 1.29% of Northcape Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Northcape Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.