Opus Investment Management’s NextEra Energy NEE Stock Holding History

Opus Investment 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	$5.57M	Sell	60,000 -28,000	-32%	-$2.49M	3.32%	8
2025 Q4	$7.06M	Hold	88,000	–	–	4.3%	5
2025 Q3	$6.64M	Hold	88,000	–	–	4.12%	7
2025 Q2	$6.11M	Hold	88,000	–	–	4.06%	7
2025 Q1	$6.24M	Hold	88,000	–	–	4.45%	7
2024 Q4	$6.31M	Hold	88,000	–	–	4.66%	6
2024 Q3	$7.44M	Hold	88,000	–	–	5.22%	5
2024 Q2	$6.23M	Hold	88,000	–	–	4.02%	5
2024 Q1	$5.62M	Hold	88,000	–	–	3.67%	4
2023 Q4	$5.35M	Buy	88,000 +18,000	+26%	+$1.03M	3.07%	8
2023 Q3	$4.01M	Hold	70,000	–	–	2.47%	17
2023 Q2	$5.19M	Hold	70,000	–	–	1.87%	14
2023 Q1	$5.4M	Hold	70,000	–	–	1.95%	10
2022 Q4	$5.85M	Sell	70,000 -42,000	-38%	-$3.39M	2.08%	10
2022 Q3	$8.78M	Sell	112,000 -8,000	-7%	-$679K	2.05%	2
2022 Q2	$9.29M	Sell	120,000 -10,000	-8%	-$761K	2.01%	3
2022 Q1	$11M	Hold	130,000	–	–	1.69%	5
2021 Q4	$12.1M	Hold	130,000	–	–	1.74%	4
2021 Q3	$10.2M	Hold	130,000	–	–	1.56%	6
2021 Q2	$9.53M	Hold	130,000	–	–	1.43%	6
2021 Q1	$9.83M	Hold	130,000	–	–	1.44%	8
2020 Q4	$10M	Hold	130,000	–	–	1.57%	7
2020 Q3	$9.02M	Hold	130,000	–	–	1.71%	6
2020 Q2	$7.81M	Hold	130,000	–	–	1.58%	6
2020 Q1	$7.82M	Hold	130,000	–	–	1.65%	5
2019 Q4	$7.87M	Hold	130,000	–	–	1.29%	5
2019 Q3	$7.57M	Sell	130,000 -10,000	-7%	-$541K	1.32%	7
2019 Q2	$7.17M	Hold	140,000	–	–	1.35%	8
2019 Q1	$6.77M	Hold	140,000	–	–	1.34%	8
2018 Q4	$6.08M	Hold	140,000	–	–	1.31%	6
2018 Q3	$5.87M	Hold	140,000	–	–	1.02%	21
2018 Q2	$5.85M	Hold	140,000	–	–	1.06%	17
2018 Q1	$5.72M	Hold	140,000	–	–	1.05%	17
2017 Q4	$5.47M	Hold	140,000	–	–	0.97%	34
2017 Q3	$5.13M	Hold	140,000	–	–	0.93%	40
2017 Q2	$4.91M	Hold	140,000	–	–	0.83%	41
2017 Q1	$4.49M	Hold	140,000	–	–	0.77%	49
2016 Q4	$4.18M	Buy	140,000 +20,000	+17%	+$598K	0.74%	53
2016 Q3	$3.67M	Hold	120,000	–	–	0.62%	54
2016 Q2	$3.91M	Sell	120,000 -8,000	-6%	-$240K	0.69%	51
2016 Q1	$3.79M	Buy	128,000 +16,000	+14%	+$449K	0.73%	46
2015 Q4	$2.91M	Hold	112,000	–	–	0.52%	63
2015 Q3	$2.73M	Hold	112,000	–	–	0.52%	64
2015 Q2	$2.75M	Sell	112,000 -8,000	-7%	-$203K	0.5%	69
2015 Q1	$3.12M	Sell	120,000 -8,000	-6%	-$211K	0.55%	60
2014 Q4	$3.4M	Hold	128,000	–	–	0.61%	54
2014 Q3	$3M	Hold	128,000	–	–	0.57%	56
2014 Q2	$3.28M	Hold	128,000	–	–	0.65%	51
2014 Q1	$3.06M	Hold	128,000	–	–	0.7%	55
2013 Q4	$2.74M	Sell	128,000 -67,200	-34%	-$1.42M	0.74%	41
2013 Q3	$3.91M	Sell	195,200 -40,000	-17%	-$826K	0.89%	35
2013 Q2	$4.79M	Buy	+235,200	New	+$4.67M	1.14%	12

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 Investment Management's NEE Position: Q1 2026 in Review

Opus Investment Management reduced its NextEra Energy (NEE) stake by 32% in Q1 2026, selling an estimated $2.49M and leaving 60,000 shares worth $5.57M. The position accounts for 3.32% of the portfolio, ranked #8.

Opus Investment Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Opus Investment Management held 60,000 shares of NextEra Energy worth $5.57M as of Q1 2026.
Opus Investment Management sold 28,000 NextEra Energy shares in Q1 2026, an estimated $2.49M.
NextEra Energy made up 3.32% of Opus Investment Management's portfolio in Q1 2026, its #8 holding.
Opus Investment Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's NextEra Energy position peaked at $12.1M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.