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
2024 Q1	–	Sell	-10	Closed	-$4.1K	–	7331
2023 Q4	$4.1K	Sell	10 -5	-33%	-$285	﹤0.01%	6249
2023 Q3	$56.1K	Sell	15 -13	-46%	-$900	﹤0.01%	4916
2023 Q2	$71.4K	Buy	28 +3	+12%	+$227	﹤0.01%	4709
2023 Q1	$69.3K	Sell	25 -45	-64%	-$3.46K	﹤0.01%	4736
2022 Q4	$144K	Buy	+70	New	+$5.66K	﹤0.01%	4128
2021 Q4	–	Sell	-28	Closed	-$7K	–	7504
2021 Q3	$7K	Hold	28	–	–	﹤0.01%	6391
2021 Q2	$16K	Sell	28 -5	-15%	-$375	﹤0.01%	5795
2021 Q1	$3K	Buy	33 +9	+38%	+$702	﹤0.01%	6385
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	6242
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	5572
2020 Q2	$11K	Sell	24 -4	-14%	-$239	﹤0.01%	5139
2020 Q1	$10K	Buy	+28	New	+$1.76K	﹤0.01%	5005

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

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.