Poehling Capital Management’s NextEra Energy NEE Stock Holding History

Poehling 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	$244K	Hold	2,626	–	–	0.05%	140
2025 Q4	$211K	Buy	+2,626	New	+$218K	0.04%	136
2025 Q3	–	Sell	-2,626	Closed	-$182K	–	139
2025 Q2	$182K	Buy	+2,626	New	+$182K	0.04%	129
2024 Q4	–	Sell	-2,554	Closed	-$216K	–	139
2024 Q3	$216K	Buy	+2,554	New	+$199K	0.06%	129
2023 Q1	–	Sell	-2,449	Closed	-$205K	–	127
2022 Q4	$205K	Buy	+2,449	New	+$198K	0.08%	111
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	141
2022 Q1	$203K	Hold	2,400	–	–	0.06%	140
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.07%	128
2018 Q3	–	Sell	-300	Closed	-$13K	–	208
2018 Q2	$13K	Hold	300	–	–	0.01%	216
2018 Q1	$12K	Buy	+300	New	+$11.6K	0.01%	224

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

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

Poehling Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 2,626 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #140.

Poehling Capital Management first reported a position in NEE in Q1 2018 and has held it in 9 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Poehling Capital Management held 2,626 shares of NextEra Energy worth $244K as of Q1 2026.
Poehling Capital Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.05% of Poehling Capital Management's portfolio in Q1 2026, its #140 holding.
Poehling Capital Management first reported a position in NextEra Energy in Q1 2018 and has held it in 9 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.