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Principal Securities’s NextEra Energy NEE Stock Holding History

Principal Securities’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 		$5.8M Buy
62,399
+14,738
+31% +$1.31M 0.09% 225
2025
Q4 		$3.83M Buy
47,661
+2,732
+6% +$226K 0.06% 305
2025
Q3 		$3.39M Sell
44,929
-3,829
-8% -$280K 0.06% 307
2025
Q2 		$3.38M Sell
48,758
-9,415
-16% -$654K 0.06% 280
2025
Q1 		$4.17M Buy
58,173
+21
+0% +$1.48K 0.09% 214
2024
Q4 		$4.17M Buy
58,152
+6,231
+12% +$484K 0.09% 212
2024
Q3 		$4.39M Buy
51,921
+6,645
+15% +$519K 0.11% 184
2024
Q2 		$3.21M Buy
45,276
+2,368
+6% +$168K 0.09% 215
2024
Q1 		$2.74M Buy
42,908
+3,249
+8% +$190K 0.09% 223
2023
Q4 		$2.41M Buy
+39,659
New +$2.26M 0.09% 218

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's NEE Position: Q1 2026 in Review

Principal Securities increased its NextEra Energy (NEE) stake by 31% in Q1 2026, buying an estimated $1.31M and bringing the position to 62,399 shares worth $5.8M. The position accounts for 0.09% of the portfolio, ranked #225.

Principal Securities first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Principal Securities held 62,399 shares of NextEra Energy worth $5.8M as of Q1 2026.
  • Principal Securities bought 14,738 NextEra Energy shares in Q1 2026, an estimated $1.31M.
  • NextEra Energy made up 0.09% of Principal Securities's portfolio in Q1 2026, its #225 holding.
  • Principal Securities first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.