PYA Waltman Capital’s NextEra Energy NEE Stock Holding History

PYA Waltman Capital’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	$1.5M	Buy	16,127 +100	+0.6%	+$8.89K	0.42%	42
2025 Q4	$1.29M	Buy	16,027 +3,583	+29%	+$297K	0.35%	44
2025 Q3	$939K	Sell	12,444 -3,875	-24%	-$283K	0.25%	50
2025 Q2	$1.13M	Buy	16,319 +2,088	+15%	+$145K	0.33%	49
2025 Q1	$1.01M	Buy	14,231 +240	+2%	+$16.9K	0.32%	51
2024 Q4	$1M	Buy	13,991 +361	+3%	+$28K	0.32%	50
2024 Q3	$1.15M	Buy	13,630 +638	+5%	+$49.8K	0.38%	45
2024 Q2	$920K	Buy	12,992 +816	+7%	+$57.9K	0.34%	49
2024 Q1	$778K	Buy	12,176 +1,143	+10%	+$67K	0.29%	52
2023 Q4	$670K	Buy	11,033 +890	+9%	+$50.7K	0.28%	51
2023 Q3	$581K	Buy	10,143 +3,175	+46%	+$220K	0.25%	52
2023 Q2	$478K	Buy	6,968 +2,204	+46%	+$167K	0.21%	52
2023 Q1	$367K	Buy	4,764 +1,631	+52%	+$125K	0.18%	52
2022 Q4	$262K	Buy	3,133 +579	+23%	+$46.8K	0.14%	53
2022 Q3	$200K	Buy	2,554 +1,548	+154%	+$131K	0.12%	53
2022 Q2	$78K	Buy	1,006 +581	+137%	+$44.2K	0.04%	86
2022 Q1	$36K	Buy	+425	New	+$34.1K	0.02%	113

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

PYA Waltman Capital's NEE Position: Q1 2026 in Review

PYA Waltman Capital increased its NextEra Energy (NEE) stake by 0.62% in Q1 2026, buying an estimated $8.89K and bringing the position to 16,127 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #42.

PYA Waltman Capital first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

PYA Waltman Capital held 16,127 shares of NextEra Energy worth $1.5M as of Q1 2026.
PYA Waltman Capital bought 100 NextEra Energy shares in Q1 2026, an estimated $8.89K.
NextEra Energy made up 0.42% of PYA Waltman Capital's portfolio in Q1 2026, its #42 holding.
PYA Waltman Capital first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.