Pavion Blue Capital’s NextEra Energy NEE Stock Holding History

Pavion Blue Capital’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	$390K	Hold	4,196	–	–	0.17%	72
2025 Q4	$337K	Hold	4,196	–	–	0.14%	79
2025 Q3	$317K	Hold	4,196	–	–	0.14%	78
2025 Q2	$291K	Hold	4,196	–	–	0.13%	80
2025 Q1	$297K	Hold	4,196	–	–	0.14%	76
2024 Q4	$301K	Hold	4,196	–	–	0.14%	76
2024 Q3	$355K	Hold	4,196	–	–	0.17%	71
2024 Q2	$297K	Hold	4,196	–	–	0.15%	77
2024 Q1	$268K	Hold	4,196	–	–	0.13%	82
2023 Q4	$255K	Sell	4,196 -2,000	-32%	-$114K	0.14%	83
2023 Q3	$355K	Hold	6,196	–	–	0.22%	67
2023 Q2	$460K	Hold	6,196	–	–	0.27%	63
2023 Q1	$478K	Hold	6,196	–	–	0.29%	61
2022 Q4	$518K	Hold	6,196	–	–	0.33%	59
2022 Q3	$486K	Hold	6,196	–	–	0.35%	57
2022 Q2	$480K	Buy	6,196 +24	+0.4%	+$1.83K	0.32%	57
2022 Q1	$523K	Hold	6,172	–	–	0.31%	56
2021 Q4	$576K	Hold	6,172	–	–	0.33%	56
2021 Q3	$485K	Hold	6,172	–	–	0.3%	57
2021 Q2	$452K	Hold	6,172	–	–	0.27%	58
2021 Q1	$467K	Hold	6,172	–	–	0.31%	56
2020 Q4	$476K	Hold	6,172	–	–	0.33%	57
2020 Q3	$428K	Hold	6,172	–	–	0.33%	58
2020 Q2	$371K	Hold	6,172	–	–	0.32%	54
2020 Q1	$371K	Buy	+6,172	New	+$388K	0.39%	53

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

Pavion Blue Capital's NEE Position: Q1 2026 in Review

Pavion Blue Capital held its NextEra Energy (NEE) position steady in Q1 2026 at 4,196 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #72.

Pavion Blue Capital first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $576K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pavion Blue Capital held 4,196 shares of NextEra Energy worth $390K as of Q1 2026.
Pavion Blue Capital left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.17% of Pavion Blue Capital's portfolio in Q1 2026, its #72 holding.
Pavion Blue Capital first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
Pavion Blue Capital's NextEra Energy position peaked at $576K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pavion Blue Capital's 13F filing for Q1 2026, filed 6 May 2026.