Regatta Capital Group’s NextEra Energy NEE Stock Holding History

Regatta Capital 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	$313K	Buy	3,371 +195	+6%	+$17.3K	0.05%	166
2025 Q4	$255K	Hold	3,176	–	–	0.04%	185
2025 Q3	$240K	Sell	3,176 -27	-0.8%	-$1.97K	0.04%	192
2025 Q2	$222K	Buy	3,203 +5	+0.2%	+$347	0.04%	198
2025 Q1	$227K	Buy	3,198 +1	+0%	+$71	0.04%	174
2024 Q4	$229K	Sell	3,197 -60	-2%	-$4.66K	0.04%	173
2024 Q3	$275K	Buy	3,257 +60	+2%	+$4.68K	0.05%	162
2024 Q2	$226K	Hold	3,197	–	–	0.05%	168
2024 Q1	$204K	Buy	+3,197	New	+$187K	0.05%	175
2023 Q3	–	Sell	-3,022	Closed	-$224K	–	167
2023 Q2	$224K	Sell	3,022 -66	-2%	-$5K	0.07%	153
2023 Q1	$258K	Hold	3,088	–	–	0.09%	149
2022 Q4	$258K	Buy	3,088 +8	+0.3%	+$646	0.09%	149
2022 Q3	$239K	Hold	3,080	–	–	0.1%	146
2022 Q2	$239K	Sell	3,080 -24	-0.8%	-$1.83K	0.11%	134
2022 Q1	$263K	Buy	3,104 +1	+0%	+$80	0.09%	148
2021 Q4	$290K	Buy	+3,103	New	+$268K	0.1%	149

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

Regatta Capital Group's NEE Position: Q1 2026 in Review

Regatta Capital Group increased its NextEra Energy (NEE) stake by 6.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 3,371 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #166.

Regatta Capital Group first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Regatta Capital Group held 3,371 shares of NextEra Energy worth $313K as of Q1 2026.
Regatta Capital Group bought 195 NextEra Energy shares in Q1 2026, an estimated $17.3K.
NextEra Energy made up 0.05% of Regatta Capital Group's portfolio in Q1 2026, its #166 holding.
Regatta Capital Group first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.