Opus Capital Group’s NextEra Energy NEE Stock Holding History

Opus Capital Group’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	$447K	Sell	4,813 -9	-0.2%	-$800	0.05%	83
2025 Q4	$387K	Sell	4,822 -921	-16%	-$76.3K	0.04%	86
2025 Q3	$434K	Sell	5,743 -510	-8%	-$37.3K	0.05%	81
2025 Q2	$434K	Sell	6,253 -500	-7%	-$34.7K	0.05%	82
2025 Q1	$479K	Sell	6,753 -321	-5%	-$22.7K	0.06%	78
2024 Q4	$507K	Sell	7,074 -1,265	-15%	-$98.3K	0.06%	73
2024 Q3	$705K	Sell	8,339 -20	-0.2%	-$1.56K	0.09%	62
2024 Q2	$592K	Buy	8,359 +763	+10%	+$54.1K	0.08%	68
2024 Q1	$485K	Sell	7,596 -903	-11%	-$52.9K	0.07%	77
2023 Q4	$516K	Buy	8,499 +430	+5%	+$24.5K	0.08%	70
2023 Q3	$462K	Sell	8,069 -758	-9%	-$52.5K	0.08%	72
2023 Q2	$655K	Sell	8,827 -112	-1%	-$8.48K	0.11%	64
2023 Q1	$689K	Sell	8,939 -209	-2%	-$16.1K	0.13%	59
2022 Q4	$765K	Sell	9,148 -543	-6%	-$43.9K	0.15%	56
2022 Q3	$760K	Hold	9,691	–	–	0.16%	44
2022 Q2	$751K	Sell	9,691 -1,116	-10%	-$85K	0.15%	50
2022 Q1	$915K	Sell	10,807 -142	-1%	-$11.4K	0.18%	48
2021 Q4	$1.02M	Hold	10,949	–	–	0.21%	40
2021 Q3	$860K	Sell	10,949 -4,465	-29%	-$360K	0.19%	43
2021 Q2	$1.13M	Sell	15,414 -921	-6%	-$69.1K	0.26%	39
2021 Q1	$1.24M	Sell	16,335 -6,379	-28%	-$498K	0.3%	35
2020 Q4	$1.75M	Sell	22,714 -70	-0.3%	-$5.24K	0.45%	29
2020 Q3	$1.58M	Sell	22,784 -3,348	-13%	-$231K	0.46%	28
2020 Q2	$1.57M	Sell	26,132 -268	-1%	-$16K	0.48%	28
2020 Q1	$1.59M	Sell	26,400 -2,408	-8%	-$151K	0.56%	25
2019 Q4	$1.74M	Sell	28,808 -3,904	-12%	-$228K	0.51%	22
2019 Q3	$1.91M	Buy	32,712 +32	+0.1%	+$1.73K	0.59%	21
2019 Q2	$1.67M	Buy	32,680 +4,696	+17%	+$231K	0.5%	23
2019 Q1	$1.35M	Sell	27,984 -80	-0.3%	-$3.66K	0.36%	25
2018 Q4	$1.22M	Sell	28,064 -60	-0.2%	-$2.62K	0.25%	93
2018 Q3	$1.18M	Sell	28,124 -3,460	-11%	-$147K	0.26%	99
2018 Q2	$1.32M	Sell	31,584 -40	-0.1%	-$1.61K	0.32%	96
2018 Q1	$1.29M	Hold	31,624	–	–	0.32%	93
2017 Q4	$1.23M	Hold	31,624	–	–	0.27%	101
2017 Q3	$1.16M	Sell	31,624 -2,360	-7%	-$86.5K	0.26%	98
2017 Q2	$1.19M	Sell	33,984 -4,540	-12%	-$155K	0.23%	92
2017 Q1	$1.24M	Buy	38,524 +4,180	+12%	+$131K	0.16%	95
2016 Q4	$1.03M	Sell	34,344 -1,520	-4%	-$45.4K	0.15%	90
2016 Q3	$1.1M	Sell	35,864 -820	-2%	-$25.8K	0.23%	90
2016 Q2	$1.2M	Sell	36,684 -2,480	-6%	-$74.5K	0.27%	84
2016 Q1	$1.16M	Buy	39,164 +2,120	+6%	+$59.5K	0.26%	94
2015 Q4	$962K	Sell	37,044 -2,400	-6%	-$60.7K	0.16%	119
2015 Q3	$962K	Buy	39,444 +200	+0.5%	+$5.09K	0.16%	120
2015 Q2	$962K	Sell	39,244 -1,880	-5%	-$47.8K	0.15%	124
2015 Q1	$1.07M	Buy	41,124 +7,200	+21%	+$190K	0.17%	119
2014 Q4	$901K	Buy	33,924 +6,348	+23%	+$160K	0.13%	126
2014 Q3	$647K	Buy	27,576 +320	+1%	+$7.73K	0.09%	156
2014 Q2	$698K	Hold	27,256	–	–	0.05%	138
2014 Q1	$652K	Buy	27,256 +9,960	+58%	+$226K	0.05%	131
2013 Q4	$370K	Buy	17,296 +2,500	+17%	+$52.7K	0.02%	157
2013 Q3	$296K	Buy	14,796 +356	+2%	+$7.35K	0.02%	130
2013 Q2	$294K	Buy	+14,440	New	+$286K	0.02%	124

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

Opus Capital Group's NEE Position: Q1 2026 in Review

Opus Capital Group reduced its NextEra Energy (NEE) stake by 0.19% in Q1 2026, selling an estimated $800 and leaving 4,813 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #83.

Opus Capital Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q3 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Opus Capital Group held 4,813 shares of NextEra Energy worth $447K as of Q1 2026.
Opus Capital Group sold 9 NextEra Energy shares in Q1 2026, an estimated $800.
NextEra Energy made up 0.05% of Opus Capital Group's portfolio in Q1 2026, its #83 holding.
Opus Capital Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Opus Capital Group's NextEra Energy position peaked at $1.91M in Q3 2019.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.