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Rossmore Private Capital’s NextEra Energy NEE Stock Holding History

Rossmore Private 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 		$3.99M Sell
42,949
-127
-0.3% -$11.3K 0.35% 64
2025
Q4 		$3.46M Buy
43,076
+682
+2% +$56.5K 0.31% 70
2025
Q3 		$3.2M Sell
42,394
-300
-0.7% -$21.9K 0.34% 62
2025
Q2 		$2.96M Sell
42,694
-4,848
-10% -$337K 0.35% 66
2025
Q1 		$3.37M Buy
47,542
+1,238
+3% +$87.4K 0.41% 55
2024
Q4 		$3.32M Buy
46,304
+8,375
+22% +$651K 0.41% 52
2024
Q3 		$3.21M Buy
37,929
+650
+2% +$50.7K 0.4% 55
2024
Q2 		$2.64M Sell
37,279
-469
-1% -$33.3K 0.35% 61
2024
Q1 		$2.41M Buy
37,748
+5,011
+15% +$294K 0.32% 67
2023
Q4 		$1.99M Buy
32,737
+682
+2% +$38.9K 0.28% 74
2023
Q3 		$1.84M Buy
32,055
+270
+0.8% +$18.7K 0.28% 71
2023
Q2 		$2.36M Hold
31,785
– – 0.35% 63
2023
Q1 		$2.45M Sell
31,785
-714
-2% -$54.9K 0.38% 62
2022
Q4 		$2.72M Sell
32,499
-2,125
-6% -$172K 0.44% 58
2022
Q3 		$2.71M Buy
34,624
+35
+0.1% +$2.97K 0.49% 50
2022
Q2 		$2.68M Buy
34,589
+612
+2% +$46.6K 0.46% 54
2022
Q1 		$2.88M Sell
33,977
-101
-0.3% -$8.09K 0.45% 61
2021
Q4 		$3.18M Buy
34,078
+119
+0.4% +$10.3K 0.5% 56
2021
Q3 		$2.67M Sell
33,959
-621
-2% -$50.1K 0.46% 57
2021
Q2 		$2.53M Buy
34,580
+2,986
+9% +$224K 0.43% 59
2021
Q1 		$2.39M Buy
31,594
+7,984
+34% +$623K 0.45% 58
2020
Q4 		$1.82M Buy
23,610
+234
+1% +$17.5K 0.37% 68
2020
Q3 		$1.62M Buy
23,376
+1,068
+5% +$73.7K 0.38% 67
2020
Q2 		$1.34M Buy
22,308
+5,020
+29% +$300K 0.37% 65
2020
Q1 		$1.04M Buy
+17,288
New +$1.09M 0.36% 68
2018
Q1 		– Sell
-824
Closed -$32.2K – 299
2017
Q4 		$32.2K Buy
+824
New +$31.8K 0.03% 203

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

Rossmore Private Capital's NEE Position: Q1 2026 in Review

Rossmore Private Capital reduced its NextEra Energy (NEE) stake by 0.29% in Q1 2026, selling an estimated $11.3K and leaving 42,949 shares worth $3.99M. The position accounts for 0.35% of the portfolio, ranked #64.

Rossmore Private Capital first reported a position in NEE in Q4 2017 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rossmore Private Capital held 42,949 shares of NextEra Energy worth $3.99M as of Q1 2026.
  • Rossmore Private Capital sold 127 NextEra Energy shares in Q1 2026, an estimated $11.3K.
  • NextEra Energy made up 0.35% of Rossmore Private Capital's portfolio in Q1 2026, its #64 holding.
  • Rossmore Private Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 26 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.