Northern Capital Management (Washington)’s NextEra Energy NEE Stock Holding History

Northern Capital Management (Washington)’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	–	Sell	-4,443	Closed	-$357K	–	52
2025 Q4	$357K	Sell	4,443 -3,286	-43%	-$272K	0.19%	34
2025 Q3	$583K	Hold	7,729	–	–	0.32%	23
2025 Q2	$537K	Hold	7,729	–	–	0.32%	24
2025 Q1	$548K	Hold	7,729	–	–	0.36%	24
2024 Q4	$554K	Hold	7,729	–	–	0.34%	21
2024 Q3	$653K	Hold	7,729	–	–	0.41%	18
2024 Q2	$547K	Hold	7,729	–	–	0.37%	19
2024 Q1	$494K	Sell	7,729 -308	-4%	-$18K	0.34%	20
2023 Q4	$488K	Hold	8,037	–	–	0.44%	18
2023 Q3	$460K	Hold	8,037	–	–	0.43%	23
2023 Q2	$596K	Sell	8,037 -508	-6%	-$38.5K	0.45%	23
2023 Q1	$659K	Hold	8,545	–	–	0.56%	20
2022 Q4	$714K	Sell	8,545 -118	-1%	-$9.53K	0.69%	19
2022 Q3	$679K	Hold	8,663	–	–	0.69%	17
2022 Q2	$671K	Sell	8,663 -145	-2%	-$11K	0.65%	17
2022 Q1	$746K	Hold	8,808	–	–	0.61%	20
2021 Q4	$822K	Buy	8,808 +172	+2%	+$14.9K	0.66%	20
2021 Q3	$678K	Hold	8,636	–	–	0.58%	20
2021 Q2	$633K	Sell	8,636 -192	-2%	-$14.4K	0.54%	19
2021 Q1	$667K	Hold	8,828	–	–	0.61%	17
2020 Q4	$681K	Buy	+8,828	New	+$660K	0.66%	16

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Capital Management (Washington)'s NEE Position: Q1 2026 in Review

Northern Capital Management (Washington) sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 4,443 shares — an estimated $357K sold.

Northern Capital Management (Washington) first reported a position in NEE in Q4 2020 and held it in 21 quarters. The position peaked at $822K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Northern Capital Management (Washington) reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Northern Capital Management (Washington) sold 4,443 NextEra Energy shares in Q1 2026, an estimated $357K.
Northern Capital Management (Washington) first reported a position in NextEra Energy in Q4 2020 and held it in 21 quarters.
Northern Capital Management (Washington)'s NextEra Energy position peaked at $822K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q1 2026, filed 13 May 2026.