Principal Financial Group’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$428M Sell
4,609,761
-235,445
-5% -$20.9M 0.23% 87
2025
Q4
$389M Sell
4,845,206
-264,872
-5% -$21.9M 0.2% 101
2025
Q3
$386M Sell
5,110,078
-95,142
-2% -$6.95M 0.19% 102
2025
Q2
$361M Sell
5,205,220
-372,120
-7% -$25.8M 0.19% 109
2025
Q1
$395M Sell
5,577,340
-79,624
-1% -$5.62M 0.22% 97
2024
Q4
$406M Sell
5,656,964
-160,114
-3% -$12.4M 0.22% 96
2024
Q3
$492M Sell
5,817,078
-283,270
-5% -$22.1M 0.27% 82
2024
Q2
$432M Buy
6,100,348
+409,708
+7% +$29.1M 0.26% 83
2024
Q1
$364M Sell
5,690,640
-215,144
-4% -$12.6M 0.21% 104
2023
Q4
$359M Buy
5,905,784
+449,387
+8% +$25.6M 0.23% 100
2023
Q3
$313M Sell
5,456,397
-24,976
-0.5% -$1.73M 0.22% 103
2023
Q2
$407M Sell
5,481,373
-15,419
-0.3% -$1.17M 0.28% 87
2023
Q1
$424M Buy
5,496,792
+309,080
+6% +$23.8M 0.3% 83
2022
Q4
$434M Buy
5,187,712
+221,660
+4% +$17.9M 0.33% 80
2022
Q3
$389M Sell
4,966,052
-168,573
-3% -$14.3M 0.31% 83
2022
Q2
$398M Sell
5,134,625
-357,784
-7% -$27.2M 0.29% 82
2022
Q1
$465M Buy
5,492,409
+305,133
+6% +$24.5M 0.29% 81
2021
Q4
$484M Buy
5,187,276
+111,060
+2% +$9.6M 0.29% 85
2021
Q3
$399M Buy
5,076,216
+40,103
+0.8% +$3.23M 0.26% 99
2021
Q2
$369M Buy
5,036,113
+175,986
+4% +$13.2M 0.24% 110
2021
Q1
$367M Sell
4,860,127
-245,526
-5% -$19.2M 0.26% 103
2020
Q4
$394M Sell
5,105,653
-580,279
-10% -$43.4M 0.29% 93
2020
Q3
$395M Sell
5,685,932
-404,676
-7% -$27.9M 0.33% 81
2020
Q2
$366M Buy
6,090,608
+971,484
+19% +$58.1M 0.32% 79
2020
Q1
$308M Sell
5,119,124
-22,792
-0.4% -$1.43M 0.34% 78
2019
Q4
$311M Sell
5,141,916
-166,028
-3% -$9.69M 0.26% 102
2019
Q3
$309M Buy
5,307,944
+5,060
+0.1% +$274K 0.27% 101
2019
Q2
$272M Sell
5,302,884
-325,096
-6% -$16M 0.24% 110
2019
Q1
$272M Sell
5,627,980
-199,576
-3% -$9.13M 0.25% 100
2018
Q4
$253M Sell
5,827,556
-583,392
-9% -$25.5M 0.27% 89
2018
Q3
$269M Sell
6,410,948
-161,232
-2% -$6.86M 0.24% 102
2018
Q2
$274M Buy
6,572,180
+7,240
+0.1% +$292K 0.25% 90
2018
Q1
$268M Buy
6,564,940
+204,632
+3% +$7.89M 0.26% 94
2017
Q4
$248M Sell
6,360,308
-210,016
-3% -$8.11M 0.23% 105
2017
Q3
$241M Buy
6,570,324
+653,488
+11% +$23.9M 0.23% 103
2017
Q2
$207M Buy
5,916,836
+3,257,912
+123% +$111M 0.21% 120
2017
Q1
$85.3M Buy
2,658,924
+47,512
+2% +$1.49M 0.1% 211
2016
Q4
$78M Sell
2,611,412
-5,520
-0.2% -$165K 0.1% 216
2016
Q3
$80M Buy
2,616,932
+82,816
+3% +$2.61M 0.11% 207
2016
Q2
$82.6M Buy
2,534,116
+74,288
+3% +$2.23M 0.12% 192
2016
Q1
$72.8M Buy
2,459,828
+55,876
+2% +$1.57M 0.11% 215
2015
Q4
$62.4M Buy
2,403,952
+27,732
+1% +$702K 0.09% 237
2015
Q3
$58M Buy
2,376,220
+110,448
+5% +$2.81M 0.09% 245
2015
Q2
$55.5M Buy
2,265,772
+15,096
+0.7% +$384K 0.08% 263
2015
Q1
$58.5M Buy
2,250,676
+113,036
+5% +$2.98M 0.09% 255
2014
Q4
$56.8M Buy
2,137,640
+102,920
+5% +$2.6M 0.09% 259
2014
Q3
$47.8M Buy
2,034,720
+38,564
+2% +$931K 0.08% 269
2014
Q2
$51.1M Buy
1,996,156
+23,868
+1% +$581K 0.09% 270
2014
Q1
$47.1M Buy
1,972,288
+52,856
+3% +$1.2M 0.08% 278
2013
Q4
$41.1M Buy
1,919,432
+23,404
+1% +$493K 0.08% 297
2013
Q3
$38M Sell
1,896,028
-39,780
-2% -$821K 0.08% 292
2013
Q2
$39.4M Buy
+1,935,808
New +$38.4M 0.09% 271

Other funds holding NEE

Principal Financial Group's NEE Position: Q1 2026 in Review

Principal Financial Group reduced its NextEra Energy (NEE) stake by 4.9% in Q1 2026, selling an estimated $20.9M and leaving 4,609,761 shares worth $428M. The position accounts for 0.23% of the portfolio, ranked #87.

Principal Financial Group first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $492M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Principal Financial Group held 4,609,761 shares of NextEra Energy worth $428M as of Q1 2026.
  • Principal Financial Group sold 235,445 NextEra Energy shares in Q1 2026, an estimated $20.9M.
  • NextEra Energy made up 0.23% of Principal Financial Group's portfolio in Q1 2026, its #87 holding.
  • Principal Financial Group first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's NextEra Energy position peaked at $492M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.