Osborne Partners Capital Management’s NextEra Energy NEE Stock Holding History

Osborne Partners 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	$985K	Sell	10,608 -44	-0.4%	-$3.91K	0.05%	140
2025 Q4	$855K	Buy	10,652 +44	+0.4%	+$3.64K	0.04%	141
2025 Q3	$801K	Buy	10,608 +48	+0.5%	+$3.51K	0.04%	147
2025 Q2	$733K	Sell	10,560 -351	-3%	-$24.4K	0.04%	155
2025 Q1	$773K	Buy	10,911 +315	+3%	+$22.2K	0.04%	152
2024 Q4	$760K	Sell	10,596 -128	-1%	-$9.94K	0.04%	152
2024 Q3	$907K	Buy	10,724 +128	+1%	+$9.99K	0.05%	148
2024 Q2	$750K	Buy	10,596 +7,400	+232%	+$525K	0.04%	148
2024 Q1	$204K	Sell	3,196 -368	-10%	-$21.6K	0.01%	199
2023 Q4	$216K	Hold	3,564	–	–	0.01%	200
2023 Q3	$204K	Buy	3,564 +44	+1%	+$3.05K	0.02%	193
2023 Q2	$261K	Sell	3,520 -223	-6%	-$16.9K	0.02%	185
2023 Q1	$289K	Buy	3,743 +179	+5%	+$13.8K	0.02%	179
2022 Q4	$298K	Sell	3,564 -46	-1%	-$3.72K	0.02%	176
2022 Q3	$283K	Buy	+3,610	New	+$306K	0.02%	175
2022 Q2	–	Sell	-2,584	Closed	-$219K	–	216
2022 Q1	$219K	Sell	2,584 -1,569	-38%	-$126K	0.02%	197
2021 Q4	$388K	Buy	4,153 +97	+2%	+$8.38K	0.03%	165
2021 Q3	$318K	Hold	4,056	–	–	0.03%	170
2021 Q2	$297K	Hold	4,056	–	–	0.02%	184
2021 Q1	$307K	Sell	4,056 -7,184	-64%	-$561K	0.03%	170
2020 Q4	$867K	Buy	11,240 +7,664	+214%	+$573K	0.11%	123
2020 Q3	$248K	Hold	3,576	–	–	0.05%	141
2020 Q2	$215K	Hold	3,576	–	–	0.05%	146
2020 Q1	$215K	Sell	3,576 -1,400	-28%	-$88K	0.06%	137
2019 Q4	$301K	Hold	4,976	–	–	0.06%	133
2019 Q3	$290K	Hold	4,976	–	–	0.06%	138
2019 Q2	$255K	Hold	4,976	–	–	0.05%	148
2019 Q1	$240K	Sell	4,976 -9,400	-65%	-$430K	0.05%	150
2018 Q4	$625K	Buy	14,376 +2,840	+25%	+$124K	0.09%	128
2018 Q3	$483K	Hold	11,536	–	–	0.06%	144
2018 Q2	$482K	Buy	11,536 +2,136	+23%	+$86.3K	0.07%	143
2018 Q1	$384K	Sell	9,400 -600	-6%	-$23.1K	0.05%	155
2017 Q4	$390K	Hold	10,000	–	–	0.05%	154
2017 Q3	$366K	Hold	10,000	–	–	0.05%	158
2017 Q2	$350K	Hold	10,000	–	–	0.05%	153
2017 Q1	$321K	Hold	10,000	–	–	0.05%	153
2016 Q4	$299K	Hold	10,000	–	–	0.04%	156
2016 Q3	$306K	Sell	10,000 -1,000	-9%	-$31.5K	0.05%	147
2016 Q2	$359K	Hold	11,000	–	–	0.05%	146
2016 Q1	$325K	Hold	11,000	–	–	0.05%	150
2015 Q4	$286K	Hold	11,000	–	–	0.04%	161
2015 Q3	$268K	Hold	11,000	–	–	0.04%	161
2015 Q2	$270K	Hold	11,000	–	–	0.04%	163
2015 Q1	$286K	Hold	11,000	–	–	0.04%	161
2014 Q4	$292K	Hold	11,000	–	–	0.04%	163
2014 Q3	$258K	Hold	11,000	–	–	0.03%	163
2014 Q2	$282K	Hold	11,000	–	–	0.04%	157
2014 Q1	$263K	Hold	11,000	–	–	0.03%	165
2013 Q4	$235K	Hold	11,000	–	–	0.03%	169
2013 Q3	$220K	Hold	11,000	–	–	0.03%	166
2013 Q2	$224K	Buy	+11,000	New	+$218K	0.03%	162

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

Osborne Partners Capital Management's NEE Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its NextEra Energy (NEE) stake by 0.41% in Q1 2026, selling an estimated $3.91K and leaving 10,608 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #140.

Osborne Partners Capital Management first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Osborne Partners Capital Management held 10,608 shares of NextEra Energy worth $985K as of Q1 2026.
Osborne Partners Capital Management sold 44 NextEra Energy shares in Q1 2026, an estimated $3.91K.
NextEra Energy made up 0.05% of Osborne Partners Capital Management's portfolio in Q1 2026, its #140 holding.
Osborne Partners Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.