Per Stirling Capital Management’s NextEra Energy NEE Stock Holding History

Per Stirling Capital 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	$414K	Buy	+4,458	New	+$396K	0.05%	216
2023 Q4	–	Sell	-5,653	Closed	-$324K	–	218
2023 Q3	$324K	Sell	5,653 -42	-0.7%	-$2.91K	0.07%	156
2023 Q2	$423K	Buy	5,695 +17	+0.3%	+$1.29K	0.09%	139
2023 Q1	$438K	Sell	5,678 -329	-5%	-$25.3K	0.09%	122
2022 Q4	$502K	Buy	+6,007	New	+$485K	0.09%	125

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

Per Stirling Capital Management's NEE Position: Q1 2026 in Review

Per Stirling Capital Management opened a new position in NextEra Energy (NEE) in Q1 2026: 4,458 shares worth $414K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: Per Stirling Capital Management previously reported a position in NEE as recently as Q3 2023.

Per Stirling Capital Management first reported a position in NEE in Q4 2022 and has held it in 5 quarters since. The position peaked at $502K in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Per Stirling Capital Management held 4,458 shares of NextEra Energy worth $414K as of Q1 2026.
NextEra Energy was a new Per Stirling Capital Management position in Q1 2026.
NextEra Energy made up 0.05% of Per Stirling Capital Management's portfolio in Q1 2026, its #216 holding.
Per Stirling Capital Management first reported a position in NextEra Energy in Q4 2022 and has held it in 5 quarters since.
Per Stirling Capital Management's NextEra Energy position peaked at $502K in Q4 2022.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.