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Orleans Capital Management’s NextEra Energy NEE Stock Holding History

Orleans 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 		$3.25M Sell
35,019
-100
-0.3% -$8.89K 2.2% 12
2025
Q4 		$2.82M Sell
35,119
-2,511
-7% -$208K 1.75% 16
2025
Q3 		$2.84M Sell
37,630
-9,936
-21% -$726K 1.84% 14
2025
Q2 		$3.3M Buy
47,566
+795
+2% +$55.2K 1.75% 16
2025
Q1 		$3.32M Buy
46,771
+203
+0.4% +$14.3K 1.95% 16
2024
Q4 		$3.28M Buy
46,568
+100
+0.2% +$7.77K 1.83% 17
2024
Q3 		$3.93M Buy
46,468
+480
+1% +$37.5K 2.23% 12
2024
Q2 		$3.26M Buy
45,988
+400
+0.9% +$28.4K 2.07% 13
2024
Q1 		$2.91M Buy
45,588
+4,090
+10% +$240K 1.91% 18
2023
Q4 		$2.52M Buy
41,498
+1,408
+4% +$80.2K 1.69% 22
2023
Q3 		$2.3M Sell
40,090
-1,630
-4% -$113K 1.71% 22
2023
Q2 		$3.1M Sell
41,720
-285
-0.7% -$21.6K 2.2% 14
2023
Q1 		$3.24M Hold
42,005
– – 2.39% 13
2022
Q4 		$3.51M Sell
42,005
-287
-0.7% -$23.2K 2.69% 10
2022
Q3 		$3.32M Buy
42,292
+1,521
+4% +$129K 2.77% 9
2022
Q2 		$3.16M Sell
40,771
-10,910
-21% -$831K 2.36% 14
2022
Q1 		$4.38M Buy
51,681
+866
+2% +$69.4K 2.72% 9
2021
Q4 		$4.74M Buy
50,815
+333
+0.7% +$28.8K 2.69% 9
2021
Q3 		$3.96M Sell
50,482
-2,420
-5% -$195K 2.53% 10
2021
Q2 		$3.88M Sell
52,902
-3,020
-5% -$227K 2.48% 10
2021
Q1 		$4.23M Sell
55,922
-90
-0.2% -$7.02K 2.87% 7
2020
Q4 		$4.32M Sell
56,012
-4,300
-7% -$322K 3.11% 7
2020
Q3 		$4.18M Sell
60,312
-280
-0.5% -$19.3K 3.19% 7
2020
Q2 		$3.64M Buy
60,592
+43,312
+251% +$2.59M 2.97% 5
2020
Q1 		$1.04M Sell
17,280
-49,912
-74% -$3.14M 5.82% 5
2019
Q4 		$4.07M Buy
67,192
+100
+0.1% +$5.84K 2.85% 6
2019
Q3 		$3.91M Hold
67,092
– – 2.89% 6
2019
Q2 		$3.44M Sell
67,092
-1,200
-2% -$59K 2.59% 7
2019
Q1 		$3.3M Hold
68,292
– – 2.53% 8
2018
Q4 		$2.97M Buy
68,292
+1,460
+2% +$63.8K 2.77% 9
2018
Q3 		$2.8M Buy
66,832
+5,200
+8% +$221K 1.92% 18
2018
Q2 		$2.57M Buy
61,632
+1,960
+3% +$79.2K 1.86% 21
2018
Q1 		$2.44M Buy
59,672
+9,600
+19% +$370K 1.79% 23
2017
Q4 		$1.96M Buy
50,072
+37,960
+313% +$1.47M 1.39% 33
2017
Q3 		$444K Buy
12,112
+3,000
+33% +$110K 0.33% 63
2017
Q2 		$319K Hold
9,112
– – 0.23% 69
2017
Q1 		$292K Hold
9,112
– – 0.2% 74
2016
Q4 		$272K Hold
9,112
– – 0.19% 76
2016
Q3 		$279K Hold
9,112
– – 0.19% 76
2016
Q2 		$297K Hold
9,112
– – 0.21% 77
2016
Q1 		$270K Buy
9,112
+1,120
+14% +$31.4K 0.2% 77
2015
Q4 		$208K Buy
+7,992
New +$202K 0.16% 80
2015
Q2 		– Sell
-7,992
Closed -$208K – 91
2015
Q1 		$208K Hold
7,992
– – 0.14% 90
2014
Q4 		$212K Buy
+7,992
New +$202K 0.13% 88
2014
Q3 		– Sell
-7,992
Closed -$205K – 103
2014
Q2 		$205K Buy
+7,992
New +$194K 0.1% 101
2013
Q3 		– Sell
-9,992
Closed -$204K – 100
2013
Q2 		$204K Buy
+9,992
New +$198K 0.12% 86

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Orleans Capital Management reduced its NextEra Energy (NEE) stake by 0.28% in Q1 2026, selling an estimated $8.89K and leaving 35,019 shares worth $3.25M. The position accounts for 2.2% of the portfolio, ranked #12.

Orleans Capital Management first reported a position in NEE in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.74M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Orleans Capital Management held 35,019 shares of NextEra Energy worth $3.25M as of Q1 2026.
  • Orleans Capital Management sold 100 NextEra Energy shares in Q1 2026, an estimated $8.89K.
  • NextEra Energy made up 2.2% of Orleans Capital Management's portfolio in Q1 2026, its #12 holding.
  • Orleans Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 46 quarters since.
  • Orleans Capital Management's NextEra Energy position peaked at $4.74M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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