Private Capital Management (Florida)’s NextEra Energy NEE Stock Holding History

Private Capital Management (Florida)’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	$392K	Sell	4,217 -40	-0.9%	-$3.56K	0.04%	150
2025 Q4	$342K	Buy	+4,257	New	+$353K	0.03%	149
2024 Q3	–	Sell	-8,152	Closed	-$577K	–	146
2024 Q2	$577K	Sell	8,152 -190	-2%	-$13.5K	0.07%	86
2024 Q1	$533K	Sell	8,342 -435	-5%	-$25.5K	0.06%	92
2023 Q4	$533K	Buy	8,777 +496	+6%	+$28.3K	0.06%	98
2023 Q3	$474K	Hold	8,281	–	–	0.06%	103
2023 Q2	$614K	Buy	8,281 +175	+2%	+$13.2K	0.07%	82
2023 Q1	$625K	Sell	8,106 -29	-0.4%	-$2.23K	0.07%	71
2022 Q4	$680K	Hold	8,135	–	–	0.09%	55
2022 Q3	$638K	Sell	8,135 -1,181	-13%	-$100K	0.09%	67
2022 Q2	$722K	Buy	9,316 +1,398	+18%	+$106K	0.11%	60
2022 Q1	$671K	Buy	+7,918	New	+$635K	0.1%	58

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

Private Capital Management (Florida)'s NEE Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its NextEra Energy (NEE) stake by 0.94% in Q1 2026, selling an estimated $3.56K and leaving 4,217 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #150.

Private Capital Management (Florida) first reported a position in NEE in Q1 2022 and has held it in 12 quarters since. The position peaked at $722K in Q2 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Private Capital Management (Florida) held 4,217 shares of NextEra Energy worth $392K as of Q1 2026.
Private Capital Management (Florida) sold 40 NextEra Energy shares in Q1 2026, an estimated $3.56K.
NextEra Energy made up 0.04% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #150 holding.
Private Capital Management (Florida) first reported a position in NextEra Energy in Q1 2022 and has held it in 12 quarters since.
Private Capital Management (Florida)'s NextEra Energy position peaked at $722K in Q2 2022.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.