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Peninsula Asset Management’s NextEra Energy NEE Stock Holding History

Peninsula 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 		$5.9M Sell
63,505
-610
-1% -$54.2K 3.01% 14
2025
Q4 		$5.15M Sell
64,115
-665
-1% -$55.1K 2.64% 17
2025
Q3 		$4.89M Sell
64,780
-350
-0.5% -$25.6K 2.51% 17
2025
Q2 		$4.52M Buy
65,130
+355
+0.5% +$24.7K 2.39% 17
2025
Q1 		$4.59M Sell
64,775
-790
-1% -$55.8K 2.55% 16
2024
Q4 		$4.7M Sell
65,565
-1,275
-2% -$99K 2.5% 16
2024
Q3 		$5.65M Sell
66,840
-275
-0.4% -$21.5K 2.85% 13
2024
Q2 		$4.75M Buy
67,115
+1,715
+3% +$122K 2.61% 16
2024
Q1 		$4.18M Buy
65,400
+16,445
+34% +$963K 2.24% 20
2023
Q4 		$2.97M Buy
48,955
+715
+1% +$40.7K 1.73% 26
2023
Q3 		$2.76M Sell
48,240
-205
-0.4% -$14.2K 1.74% 29
2023
Q2 		$3.59M Sell
48,445
-935
-2% -$70.8K 2.12% 20
2023
Q1 		$3.81M Sell
49,380
-1,645
-3% -$127K 2.38% 17
2022
Q4 		$4.26M Sell
51,025
-2,490
-5% -$201K 2.62% 15
2022
Q3 		$4.2M Buy
53,515
+105
+0.2% +$8.91K 2.68% 12
2022
Q2 		$4.14M Sell
53,410
-1,685
-3% -$128K 2.52% 17
2022
Q1 		$4.67M Buy
55,095
+230
+0.4% +$18.4K 2.36% 16
2021
Q4 		$5.12M Sell
54,865
-1,667
-3% -$144K 2.43% 15
2021
Q3 		$4.44M Buy
56,532
+2,832
+5% +$228K 2.28% 18
2021
Q2 		$3.94M Sell
53,700
-42
-0.1% -$3.15K 2.06% 19
2021
Q1 		$4.06M Buy
53,742
+1,507
+3% +$118K 2.26% 16
2020
Q4 		$4.03M Sell
52,235
-65
-0.1% -$4.86K 2.46% 16
2020
Q3 		$3.63M Sell
52,300
-680
-1% -$46.9K 2.43% 16
2020
Q2 		$3.18M Sell
52,980
-1,152
-2% -$69K 2.27% 18
2020
Q1 		$3.26M Buy
54,132
+1,832
+4% +$115K 2.68% 15
2019
Q4 		$3.17M Buy
52,300
+400
+0.8% +$23.4K 2.1% 21
2019
Q3 		$3.02M Buy
51,900
+600
+1% +$32.5K 2.07% 20
2019
Q2 		$2.63M Buy
51,300
+800
+2% +$39.4K 1.86% 23
2019
Q1 		$2.44M Buy
50,500
+820
+2% +$37.5K 1.76% 24
2018
Q4 		$2.16M Buy
+49,680
New +$2.17M 1.79% 23

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

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

Peninsula Asset Management reduced its NextEra Energy (NEE) stake by 0.95% in Q1 2026, selling an estimated $54.2K and leaving 63,505 shares worth $5.9M. The position accounts for 3.01% of the portfolio, ranked #14.

Peninsula Asset Management first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Peninsula Asset Management held 63,505 shares of NextEra Energy worth $5.9M as of Q1 2026.
  • Peninsula Asset Management sold 610 NextEra Energy shares in Q1 2026, an estimated $54.2K.
  • NextEra Energy made up 3.01% of Peninsula Asset Management's portfolio in Q1 2026, its #14 holding.
  • Peninsula Asset Management first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.