One Capital Management
NEE icon

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
Q3 		$964K Sell
12,724
-204
-2% -$17.3K 0.02% 312
2026
Q2 		$1.2M Hold
12,928
– – 0.03% 282
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

One Capital Management's NEE Position: Q3 2026 in Review

One Capital Management reduced its NextEra Energy (NEE) stake by 1.6% in Q3 2026, selling an estimated $17.3K and leaving 12,724 shares worth $964K. The position accounts for 0.02% of the portfolio, ranked #312.

One Capital Management first reported a position in NEE in Q3 2014 and has held it in 13 quarters since. The position peaked at $1.2M in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • One Capital Management held 12,724 shares of NextEra Energy worth $964K as of Q3 2026.
  • One Capital Management sold 204 NextEra Energy shares in Q3 2026, an estimated $17.3K.
  • NextEra Energy made up 0.02% of One Capital Management's portfolio in Q3 2026, its #312 holding.
  • One Capital Management first reported a position in NextEra Energy in Q3 2014 and has held it in 13 quarters since.
  • One Capital Management's NextEra Energy position peaked at $1.2M in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on One Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.