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Rice Partnership’s NextEra Energy NEE Stock Holding History

Rice Partnership’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 		$1.85M Sell
19,874
-1,609
-7% -$143K 0.25% 56
2025
Q4 		$1.72M Buy
21,483
+77
+0.4% +$6.38K 0.23% 52
2025
Q3 		$1.62M Buy
21,406
+32
+0.1% +$2.34K 0.23% 53
2025
Q2 		$1.48M Buy
21,374
+7,766
+57% +$539K 0.26% 54
2025
Q1 		$965K Sell
13,608
-55,463
-80% -$3.91M 0.2% 55
2024
Q4 		$4.95M Buy
69,071
+3,083
+5% +$240K 0.94% 32
2024
Q3 		$5.58M Buy
65,988
+544
+0.8% +$42.5K 1.12% 28
2024
Q2 		$4.63M Buy
65,444
+1,926
+3% +$137K 1.01% 29
2024
Q1 		$4.06M Buy
63,518
+5,301
+9% +$311K 0.96% 29
2023
Q4 		$3.54M Sell
58,217
-12,235
-17% -$697K 0.92% 29
2023
Q3 		$4.04M Buy
70,452
+814
+1% +$56.4K 1.14% 28
2023
Q2 		$5.17M Buy
69,638
+227
+0.3% +$17.2K 1.42% 22
2023
Q1 		$5.35M Sell
69,411
-310
-0.4% -$23.8K 1.61% 19
2022
Q4 		$5.83M Sell
69,721
-3,234
-4% -$261K 1.84% 17
2022
Q3 		$5.72M Buy
72,955
+4,398
+6% +$373K 1.84% 17
2022
Q2 		$5.31M Sell
68,557
-15,176
-18% -$1.16M 1.86% 17
2022
Q1 		$7.09M Buy
83,733
+2,163
+3% +$173K 2.05% 16
2021
Q4 		$7.62M Buy
81,570
+2,878
+4% +$249K 2.17% 17
2021
Q3 		$6.18M Sell
78,692
-250
-0.3% -$20.2K 1.95% 18
2021
Q2 		$5.79M Buy
78,942
+2,136
+3% +$160K 1.82% 19
2021
Q1 		$5.81M Sell
76,806
-2,355
-3% -$184K 2.06% 18
2020
Q4 		$6.11M Sell
79,161
-9,239
-10% -$691K 2.28% 16
2020
Q3 		$6.13M Buy
88,400
+4,956
+6% +$342K 2.66% 14
2020
Q2 		$5.01M Buy
83,444
+2,036
+3% +$122K 2.57% 15
2020
Q1 		$4.9M Buy
81,408
+3,660
+5% +$230K 3.29% 11
2019
Q4 		$4.71M Sell
77,748
-1,860
-2% -$109K 2.56% 14
2019
Q3 		$4.64M Buy
79,608
+11,204
+16% +$606K 2.9% 14
2019
Q2 		$3.5M Buy
68,404
+2,132
+3% +$105K 2.36% 17
2019
Q1 		$3.2M Buy
+66,272
New +$3.03M 2.32% 17

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

Rice Partnership's NEE Position: Q1 2026 in Review

Rice Partnership reduced its NextEra Energy (NEE) stake by 7.5% in Q1 2026, selling an estimated $143K and leaving 19,874 shares worth $1.85M. The position accounts for 0.25% of the portfolio, ranked #56.

Rice Partnership first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.62M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rice Partnership held 19,874 shares of NextEra Energy worth $1.85M as of Q1 2026.
  • Rice Partnership sold 1,609 NextEra Energy shares in Q1 2026, an estimated $143K.
  • NextEra Energy made up 0.25% of Rice Partnership's portfolio in Q1 2026, its #56 holding.
  • Rice Partnership first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • Rice Partnership's NextEra Energy position peaked at $7.62M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.