One Capital Management’s NextEra Energy NEE Stock Holding History

One Capital 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	$1.2M	Sell	12,928 -1,045	-7%	-$92.9K	0.03%	281
2025 Q4	$1.12M	Buy	13,973 +180	+1%	+$14.9K	0.03%	283
2025 Q3	$1.04M	Buy	13,793 +53	+0.4%	+$3.87K	0.03%	268
2025 Q2	$954K	Sell	13,740 -118	-0.9%	-$8.2K	0.03%	237
2025 Q1	$982K	Buy	13,858 +1,902	+16%	+$134K	0.03%	217
2024 Q4	$857K	Sell	11,956 -1,795	-13%	-$139K	0.03%	218
2024 Q3	$1.16M	Sell	13,751 -163	-1%	-$12.7K	0.04%	202
2024 Q2	$985K	Buy	13,914 +10,671	+329%	+$757K	0.03%	219
2024 Q1	$207K	Buy	+3,243	New	+$190K	0.01%	294
2023 Q2	–	Sell	-4,049	Closed	-$312K	–	310
2023 Q1	$312K	Buy	+4,049	New	+$311K	0.02%	256
2014 Q4	–	Sell	-592	Closed	-$14K	–	347
2014 Q3	$14K	Buy	+592	New	+$14.3K	0.01%	395

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

One Capital Management's NEE Position: Q1 2026 in Review

One Capital Management reduced its NextEra Energy (NEE) stake by 7.5% in Q1 2026, selling an estimated $92.9K and leaving 12,928 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #281.

One Capital Management first reported a position in NEE in Q3 2014 and has held it in 11 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

One Capital Management held 12,928 shares of NextEra Energy worth $1.2M as of Q1 2026.
One Capital Management sold 1,045 NextEra Energy shares in Q1 2026, an estimated $92.9K.
NextEra Energy made up 0.03% of One Capital Management's portfolio in Q1 2026, its #281 holding.
One Capital Management first reported a position in NextEra Energy in Q3 2014 and has held it in 11 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.