Rakuten Investment Management’s NextEra Energy NEE Stock Holding History

Rakuten Investment 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	$28.3M	Buy	307,916 +34,937	+13%	+$3.11M	0.06%	62
2025 Q4	$21.9M	Buy	272,979 +253,302	+1,287%	+$21M	0.07%	87
2025 Q3	$8.94M	Buy	+19,677	New	+$1.44M	0.03%	155
2025 Q1	$13.2M	Buy	+187,957	New	+$13.3M	0.06%	87
2024 Q3	$9.84M	Buy	116,415 +28,965	+33%	+$2.26M	0.06%	63
2024 Q2	$6.45M	Buy	87,450 +32,279	+59%	+$2.29M	0.04%	68
2024 Q1	$3.53M	Buy	55,171 +50,098	+988%	+$2.93M	0.03%	78
2023 Q4	$310K	Buy	+5,073	New	+$289K	﹤0.01%	78

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

Rakuten Investment Management's NEE Position: Q1 2026 in Review

Rakuten Investment Management increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $3.11M and bringing the position to 307,916 shares worth $28.3M. The position accounts for 0.06% of the portfolio, ranked #62.

Rakuten Investment Management first reported a position in NEE in Q4 2023 and has held it in 8 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Rakuten Investment Management held 307,916 shares of NextEra Energy worth $28.3M as of Q1 2026.
Rakuten Investment Management bought 34,937 NextEra Energy shares in Q1 2026, an estimated $3.11M.
NextEra Energy made up 0.06% of Rakuten Investment Management's portfolio in Q1 2026, its #62 holding.
Rakuten Investment Management first reported a position in NextEra Energy in Q4 2023 and has held it in 8 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.