Ostrum Asset Management’s NextEra Energy NEE Stock Holding History

Ostrum Asset 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	$219K	Sell	2,354 -4,801	-67%	-$427K	0.01%	508
2025 Q4	$574K	Sell	7,155 -2,372	-25%	-$196K	0.03%	364
2025 Q3	$719K	Buy	9,527 +1,364	+17%	+$99.7K	0.03%	363
2025 Q2	$567K	Sell	8,163 -234	-3%	-$16.3K	0.03%	390
2025 Q1	$595K	Sell	8,397 -7,283	-46%	-$514K	0.03%	383
2024 Q4	$1.12M	Buy	15,680 +417	+3%	+$32.4K	0.1%	291
2024 Q3	$1.29M	Buy	15,263 +547	+4%	+$42.7K	0.11%	269
2024 Q2	$1.04M	Buy	14,716 +1,210	+9%	+$85.9K	0.09%	296
2024 Q1	$863K	Sell	13,506 -13,648	-50%	-$800K	0.07%	374
2023 Q4	$1.65M	Buy	27,154 +31	+0.1%	+$1.77K	0.14%	228
2023 Q3	$1.55M	Buy	27,123 +7,895	+41%	+$547K	0.14%	223
2023 Q2	$1.43M	Sell	19,228 -191	-1%	-$14.5K	0.12%	237
2023 Q1	$1.5M	Buy	+19,419	New	+$1.49M	0.13%	225

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

Ostrum Asset Management's NEE Position: Q1 2026 in Review

Ostrum Asset Management reduced its NextEra Energy (NEE) stake by 67% in Q1 2026, selling an estimated $427K and leaving 2,354 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #508.

Ostrum Asset Management first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Ostrum Asset Management held 2,354 shares of NextEra Energy worth $219K as of Q1 2026.
Ostrum Asset Management sold 4,801 NextEra Energy shares in Q1 2026, an estimated $427K.
NextEra Energy made up 0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #508 holding.
Ostrum Asset Management first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's NextEra Energy position peaked at $1.65M in Q4 2023.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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