Orion Capital Management’s NextEra Energy NEE Stock Holding History

Orion 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	$193K	Buy	2,076 +2	+0.1%	+$178	0.07%	151
2025 Q4	$167K	Buy	2,074 +367	+21%	+$30.4K	0.06%	160
2025 Q3	$129K	Sell	1,707 -823	-33%	-$60.1K	0.04%	176
2025 Q2	$176K	Sell	2,530 -799	-24%	-$55.5K	0.07%	145
2025 Q1	$236K	Buy	3,329 +616	+23%	+$43.5K	0.1%	114
2024 Q4	$194K	Sell	2,713 -100	-4%	-$7.77K	0.09%	123
2024 Q3	$238K	Hold	2,813	–	–	0.12%	112
2024 Q2	$199K	Hold	2,813	–	–	0.1%	117
2024 Q1	$180K	Sell	2,813 -310	-10%	-$18.2K	0.1%	131
2023 Q4	$190K	Hold	3,123	–	–	0.11%	131
2023 Q3	$179K	Hold	3,123	–	–	0.12%	123
2023 Q2	$232K	Buy	3,123 +13	+0.4%	+$984	0.15%	112
2023 Q1	$240K	Hold	3,110	–	–	0.16%	104
2022 Q4	$260K	Hold	3,110	–	–	0.19%	90
2022 Q3	$244K	Buy	3,110 +2,000	+180%	+$170K	0.2%	88
2022 Q2	$86K	Hold	1,110	–	–	0.07%	159
2022 Q1	$94K	Buy	1,110 +244	+28%	+$19.6K	0.06%	170
2021 Q4	$81K	Hold	866	–	–	0.05%	177
2021 Q3	$68K	Buy	866 +66	+8%	+$5.32K	0.04%	177
2021 Q2	$59K	Hold	800	–	–	0.04%	169
2021 Q1	$60K	Hold	800	–	–	0.04%	159
2020 Q4	$62K	Buy	+800	New	+$59.8K	0.05%	145

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

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

Orion Capital Management increased its NextEra Energy (NEE) stake by 0.1% in Q1 2026, buying an estimated $178 and bringing the position to 2,076 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #151.

Orion Capital Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $260K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Orion Capital Management held 2,076 shares of NextEra Energy worth $193K as of Q1 2026.
Orion Capital Management bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
NextEra Energy made up 0.07% of Orion Capital Management's portfolio in Q1 2026, its #151 holding.
Orion Capital Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
Orion Capital Management's NextEra Energy position peaked at $260K in Q4 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.