Paragon Capital Management (Kansas)’s NextEra Energy NEE Stock Holding History

Paragon Capital Management (Kansas)’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	$428K	Buy	+4,608	New	+$410K	0.21%	48
2023 Q3	–	Sell	-3,354	Closed	-$249K	–	56
2023 Q2	$249K	Sell	3,354 -133	-4%	-$10.1K	0.14%	45
2023 Q1	$269K	Buy	3,487 +336	+11%	+$25.8K	0.16%	42
2022 Q4	$263K	Buy	3,151 +336	+12%	+$27.1K	0.16%	44
2022 Q3	$221K	Hold	2,815	–	–	0.14%	52
2022 Q2	$218K	Hold	2,815	–	–	0.13%	58
2022 Q1	$238K	Buy	+2,815	New	+$226K	0.12%	56
2021 Q3	–	Sell	-2,920	Closed	-$214K	–	63
2021 Q2	$214K	Hold	2,920	–	–	0.11%	62
2021 Q1	$228K	Hold	2,920	–	–	0.11%	63
2020 Q4	$225K	Hold	2,920	–	–	0.12%	52
2020 Q3	$203K	Buy	+2,920	New	+$202K	0.12%	56
2020 Q2	–	Sell	-2,920	Closed	-$176K	–	123
2020 Q1	$176K	Buy	+2,920	New	+$184K	0.13%	49
2019 Q3	–	Sell	-2,920	Closed	-$150K	–	157
2019 Q2	$150K	Sell	2,920 -12,000	-80%	-$590K	0.07%	61
2019 Q1	$721K	Hold	14,920	–	–	0.34%	33
2018 Q4	$648K	Buy	14,920 +1,720	+13%	+$75.2K	0.35%	34
2018 Q3	$553K	Sell	13,200 -717,320	-98%	-$30.5M	0.22%	39
2018 Q2	$12.5M	Buy	730,520 +709,332	+3,348%	+$28.6M	4.06%	8
2018 Q1	$865K	Buy	21,188 +1,748	+9%	+$67.4K	0.31%	39
2017 Q4	$759K	Buy	19,440 +44	+0.2%	+$1.7K	0.25%	40
2017 Q3	$710K	Sell	19,396 -652	-3%	-$23.9K	0.24%	36
2017 Q2	$702K	Sell	20,048 -1,348	-6%	-$46.1K	0.23%	38
2017 Q1	$686K	Buy	21,396 +60	+0.3%	+$1.89K	0.21%	38
2016 Q4	$637K	Buy	21,336 +2,164	+11%	+$64.7K	0.21%	39
2016 Q3	$586K	Buy	19,172 +440	+2%	+$13.9K	0.2%	39
2016 Q2	$610K	Buy	+18,732	New	+$562K	0.22%	40
2013 Q4	–	Sell	-11,520	Closed	-$230K	–	63
2013 Q3	$230K	Buy	11,520 +380	+3%	+$7.84K	0.12%	58
2013 Q2	$226	Buy	+11,140	New	+$221K	0.12%	59

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

Paragon Capital Management (Kansas)'s NEE Position: Q1 2026 in Review

Paragon Capital Management (Kansas) opened a new position in NextEra Energy (NEE) in Q1 2026: 4,608 shares worth $428K. The stake represents 0.21% of the portfolio and ranks #48 among its holdings. This is a return to the name: Paragon Capital Management (Kansas) previously reported a position in NEE as recently as Q2 2023.

Paragon Capital Management (Kansas) first reported a position in NEE in Q2 2013 and has held it in 27 quarters since. The position peaked at $12.5M in Q2 2018. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Paragon Capital Management (Kansas) held 4,608 shares of NextEra Energy worth $428K as of Q1 2026.
NextEra Energy was a new Paragon Capital Management (Kansas) position in Q1 2026.
NextEra Energy made up 0.21% of Paragon Capital Management (Kansas)'s portfolio in Q1 2026, its #48 holding.
Paragon Capital Management (Kansas) first reported a position in NextEra Energy in Q2 2013 and has held it in 27 quarters since.
Paragon Capital Management (Kansas)'s NextEra Energy position peaked at $12.5M in Q2 2018.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q1 2026, filed 15 May 2026.