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Rathbones Group’s NextEra Energy NEE Stock Holding History

Rathbones Group’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 		$49.2M Buy
529,981
+152,243
+40% +$13.5M 0.2% 89
2025
Q4 		$30.3M Sell
377,738
-12,830
-3% -$1.06M 0.12% 108
2025
Q3 		$29.5M Sell
390,568
-148,130
-27% -$10.8M 0.12% 113
2025
Q2 		$37.4M Sell
538,698
-171,054
-24% -$11.9M 0.16% 105
2025
Q1 		$50.3M Buy
709,752
+73,964
+12% +$5.22M 0.24% 94
2024
Q4 		$45.6M Buy
635,788
+88,955
+16% +$6.91M 0.22% 98
2024
Q3 		$46.2M Buy
546,833
+11,368
+2% +$887K 0.23% 93
2024
Q2 		$37.9M Buy
535,465
+13,150
+3% +$933K 0.21% 93
2024
Q1 		$33.4M Buy
522,315
+133,548
+34% +$7.82M 0.19% 99
2023
Q4 		$23.6M Buy
388,767
+55,278
+17% +$3.15M 0.15% 111
2023
Q3 		$19.1M Buy
333,489
+27,271
+9% +$1.89M 0.14% 119
2023
Q2 		$22.7M Buy
306,218
+6,367
+2% +$482K 0.21% 99
2023
Q1 		$23.1M Buy
299,851
+34,294
+13% +$2.64M 0.24% 93
2022
Q4 		$22.2M Buy
265,557
+33,523
+14% +$2.71M 0.25% 92
2022
Q3 		$18.2M Sell
232,034
-6,002
-3% -$509K 0.22% 98
2022
Q2 		$18.4M Buy
238,036
+36,669
+18% +$2.79M 0.21% 103
2022
Q1 		$17.1M Buy
201,367
+24,814
+14% +$1.99M 0.17% 108
2021
Q4 		$16.5M Buy
176,553
+8,321
+5% +$719K 0.16% 107
2021
Q3 		$13.2M Buy
168,232
+44,970
+36% +$3.63M 0.14% 112
2021
Q2 		$9.03M Buy
123,262
+24,728
+25% +$1.86M 0.1% 125
2021
Q1 		$7.45M Buy
98,534
+78,064
+381% +$6.09M 0.1% 130
2020
Q4 		$1.58M Buy
20,470
+17,394
+565% +$1.3M 0.02% 201
2020
Q3 		$213K Sell
3,076
-1,084
-26% -$74.8K ﹤0.01% 345
2020
Q2 		$250K Hold
4,160
– – 0.01% 311
2020
Q1 		$250K Buy
+4,160
New +$261K 0.01% 267

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

Rathbones Group's NEE Position: Q1 2026 in Review

Rathbones Group increased its NextEra Energy (NEE) stake by 40% in Q1 2026, buying an estimated $13.5M and bringing the position to 529,981 shares worth $49.2M. The position accounts for 0.2% of the portfolio, ranked #89.

Rathbones Group first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $50.3M in Q1 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rathbones Group held 529,981 shares of NextEra Energy worth $49.2M as of Q1 2026.
  • Rathbones Group bought 152,243 NextEra Energy shares in Q1 2026, an estimated $13.5M.
  • NextEra Energy made up 0.2% of Rathbones Group's portfolio in Q1 2026, its #89 holding.
  • Rathbones Group first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • Rathbones Group's NextEra Energy position peaked at $50.3M in Q1 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.