Permanent Capital Management’s NextEra Energy NEE Stock Holding History

Permanent 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	$764K	Buy	7,810 +102	+1%	+$9.07K	0.12%	62
2025 Q4	$619K	Buy	7,708 +596	+8%	+$49.4K	0.12%	75
2025 Q3	$537K	Buy	+7,112	New	+$520K	0.1%	80
2025 Q1	$504K	Buy	7,112 +1,016	+17%	+$71.7K	0.14%	32
2024 Q4	$437K	Buy	+6,096	New	+$474K	0.14%	32
2024 Q2	$494K	Buy	+7,112	New	+$505K	0.1%	80

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Permanent Capital Management's NEE Position: Q1 2026 in Review

Permanent Capital Management increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $9.07K and bringing the position to 7,810 shares worth $764K. The position accounts for 0.12% of the portfolio, ranked #62.

Permanent Capital Management first reported a position in NEE in Q2 2024 and has held it in 6 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Permanent Capital Management held 7,810 shares of NextEra Energy worth $764K as of Q1 2026.
Permanent Capital Management bought 102 NextEra Energy shares in Q1 2026, an estimated $9.07K.
NextEra Energy made up 0.12% of Permanent Capital Management's portfolio in Q1 2026, its #62 holding.
Permanent Capital Management first reported a position in NextEra Energy in Q2 2024 and has held it in 6 quarters since.
3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.