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Paradigm Asset Management’s NextEra Energy NEE Stock Holding History

Paradigm 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 		$3.28M Hold
35,300
– – 0.77% 18
2025
Q4 		$2.83M Sell
35,300
-2,200
-6% -$182K 0.65% 25
2025
Q3 		$2.83M Hold
37,500
– – 0.65% 29
2025
Q2 		$2.6M Buy
37,500
+13,800
+58% +$959K 0.64% 28
2025
Q1 		$1.68M Hold
23,700
– – 0.45% 65
2024
Q4 		$1.7M Buy
23,700
+4,350
+22% +$338K 0.47% 55
2024
Q3 		$1.64M Hold
19,350
– – 0.43% 78
2024
Q2 		$1.37M Buy
19,350
+4,100
+27% +$291K 0.38% 88
2024
Q1 		$975K Sell
15,250
-1,050
-6% -$61.5K 0.25% 177
2023
Q4 		$990K Sell
16,300
-400
-2% -$22.8K 0.26% 164
2023
Q3 		$957K Sell
16,700
-800
-5% -$55.4K 0.27% 156
2023
Q2 		$1.3M Sell
17,500
-3,800
-18% -$288K 0.35% 97
2023
Q1 		$1.64M Hold
21,300
– – 0.45% 62
2022
Q4 		$1.78M Buy
21,300
+15,500
+267% +$1.25M 0.5% 39
2022
Q3 		$455K Sell
5,800
-900
-13% -$76.4K 0.15% 230
2022
Q2 		$519K Buy
+6,700
New +$510K 0.16% 230
2020
Q4 		– Sell
-14,400
Closed -$999K – 408
2020
Q3 		$999K Sell
14,400
-2,400
-14% -$166K 0.31% 110
2020
Q2 		$1.01M Sell
16,800
-3,400
-17% -$204K 0.31% 107
2020
Q1 		$1.22M Hold
20,200
– – 0.47% 49
2019
Q4 		$1.22M Buy
20,200
+2,600
+15% +$152K 0.36% 94
2019
Q3 		$1.03M Sell
17,600
-4,400
-20% -$238K 0.34% 112
2019
Q2 		$1.13M Buy
+22,000
New +$1.08M 0.32% 164
2016
Q4 		– Sell
-209,400
Closed -$6.4M – 618
2016
Q3 		$6.4M Buy
+209,400
New +$6.6M 1.12% 5

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

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

Paradigm Asset Management held its NextEra Energy (NEE) position steady in Q1 2026 at 35,300 shares worth $3.28M. The position accounts for 0.77% of the portfolio, ranked #18.

Paradigm Asset Management first reported a position in NEE in Q3 2016 and has held it in 23 quarters since. The position peaked at $6.4M in Q3 2016. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Paradigm Asset Management held 35,300 shares of NextEra Energy worth $3.28M as of Q1 2026.
  • Paradigm Asset Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.77% of Paradigm Asset Management's portfolio in Q1 2026, its #18 holding.
  • Paradigm Asset Management first reported a position in NextEra Energy in Q3 2016 and has held it in 23 quarters since.
  • Paradigm Asset Management's NextEra Energy position peaked at $6.4M in Q3 2016.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.