Osaic Holdings
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Osaic Holdings’s NextEra Energy NEE Stock Holding History

Osaic Holdings’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 		$102M Buy
1,095,389
+114,077
+12% +$10.1M 0.15% 138
2025
Q4 		$78.8M Buy
981,312
+27,089
+3% +$2.24M 0.12% 175
2025
Q3 		$71.2M Buy
954,223
+207,115
+28% +$15.1M 0.1% 201
2025
Q2 		$52.1M Buy
747,108
+211,946
+40% +$14.7M 0.09% 209
2025
Q1 		$38M Sell
535,162
-113,292
-17% -$8M 0.08% 243
2024
Q4 		$44.5M Sell
648,454
-25,126
-4% -$1.95M 0.1% 201
2024
Q3 		$57M Buy
673,580
+4,213
+0.6% +$329K 0.13% 152
2024
Q2 		$47.4M Sell
669,367
-13,793
-2% -$979K 0.11% 179
2024
Q1 		$43.7M Sell
683,160
-342,943
-33% -$20.1M 0.1% 204
2023
Q4 		$62.4M Sell
1,026,103
-261,539
-20% -$14.9M 0.11% 184
2023
Q3 		$73.8M Buy
1,287,642
+325,531
+34% +$22.5M 0.11% 174
2023
Q2 		$71.2M Buy
962,111
+3,570
+0.4% +$270K 0.13% 152
2023
Q1 		$74M Sell
958,541
-33,444
-3% -$2.57M 0.14% 146
2022
Q4 		$83M Buy
991,985
+65,151
+7% +$5.26M 0.17% 128
2022
Q3 		$72.7M Buy
926,834
+34,285
+4% +$2.91M 0.17% 126
2022
Q2 		$69.4M Buy
892,549
+32,561
+4% +$2.48M 0.15% 136
2022
Q1 		$66.7M Sell
859,988
-1,136
-0.1% -$91K 0.13% 155
2021
Q4 		$80.3M Buy
861,124
+66,945
+8% +$5.79M 0.15% 131
2021
Q3 		$62.4M Buy
794,179
+16,369
+2% +$1.32M 0.13% 159
2021
Q2 		$57.1M Buy
777,810
+12,663
+2% +$950K 0.12% 176
2021
Q1 		$57.9M Buy
765,147
+51,254
+7% +$4M 0.14% 156
2020
Q4 		$55.1M Buy
713,893
+1,001
+0.1% +$74.9K 0.15% 150
2020
Q3 		$48.8M Buy
712,892
+18,464
+3% +$1.27M 0.15% 151
2020
Q2 		$41.7M Sell
694,428
-1,084,100
-61% -$64.9M 0.14% 152
2020
Q1 		$41.6M Buy
+1,778,528
New +$112M 0.17% 126

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

Osaic Holdings's NEE Position: Q1 2026 in Review

Osaic Holdings increased its NextEra Energy (NEE) stake by 12% in Q1 2026, buying an estimated $10.1M and bringing the position to 1,095,389 shares worth $102M. The position accounts for 0.15% of the portfolio, ranked #138.

Osaic Holdings first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Osaic Holdings held 1,095,389 shares of NextEra Energy worth $102M as of Q1 2026.
  • Osaic Holdings bought 114,077 NextEra Energy shares in Q1 2026, an estimated $10.1M.
  • NextEra Energy made up 0.15% of Osaic Holdings's portfolio in Q1 2026, its #138 holding.
  • Osaic Holdings first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.