Pettee Investors’s NextEra Energy NEE Stock Holding History

Pettee Investors’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	$832K	Hold	8,503	–	–	0.43%	60
2025 Q4	$683K	Hold	8,503	–	–	0.38%	65
2025 Q3	$642K	Buy	+8,503	New	+$621K	0.35%	71

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

Pettee Investors's NEE Position: Q1 2026 in Review

Pettee Investors held its NextEra Energy (NEE) position steady in Q1 2026 at 8,503 shares worth $832K. The position accounts for 0.43% of the portfolio, ranked #60.

Pettee Investors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Pettee Investors held 8,503 shares of NextEra Energy worth $832K as of Q1 2026.
Pettee Investors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.43% of Pettee Investors's portfolio in Q1 2026, its #60 holding.
Pettee Investors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pettee Investors's 13F filing for Q1 2026, filed 4 May 2026.