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Rothschild Investment LLC’s NextEra Energy NEE Stock Holding History

Rothschild Investment LLC’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 		$1.36M Buy
14,613
+348
+2% +$30.9K 0.07% 216
2025
Q4 		$1.15M Buy
14,265
+97
+0.7% +$8.03K 0.06% 228
2025
Q3 		$1.07M Sell
14,168
-659
-4% -$48.1K 0.06% 227
2025
Q2 		$1.03M Sell
14,827
-2,119
-13% -$147K 0.06% 219
2025
Q1 		$1.2M Sell
16,946
-670
-4% -$47.3K 0.08% 211
2024
Q4 		$1.26M Sell
17,616
-796
-4% -$61.8K 0.08% 203
2024
Q3 		$1.56M Buy
18,412
+79
+0.4% +$6.17K 0.1% 169
2024
Q2 		$1.3M Buy
18,333
+1,880
+11% +$133K 0.09% 191
2024
Q1 		$1.05M Buy
16,453
+268
+2% +$15.7K 0.08% 224
2023
Q4 		$983K Sell
16,185
-11,455
-41% -$653K 0.08% 193
2023
Q3 		$1.58M Buy
27,640
+4,416
+19% +$306K 0.13% 150
2023
Q2 		$1.72M Buy
23,224
+1,121
+5% +$84.9K 0.14% 140
2023
Q1 		$1.7M Buy
22,103
+622
+3% +$47.8K 0.15% 142
2022
Q4 		$1.8M Sell
21,481
-1,868
-8% -$151K 0.16% 134
2022
Q3 		$1.83M Buy
23,349
+890
+4% +$75.5K 0.18% 131
2022
Q2 		$1.74M Buy
22,459
+7,300
+48% +$556K 0.16% 136
2022
Q1 		$1.28M Sell
15,159
-119
-0.8% -$9.54K 0.1% 192
2021
Q4 		$1.43M Buy
15,278
+100
+0.7% +$8.64K 0.11% 177
2021
Q3 		$1.19M Sell
15,178
-1,215
-7% -$98K 0.1% 195
2021
Q2 		$1.2M Sell
16,393
-125
-0.8% -$9.38K 0.1% 198
2021
Q1 		$1.25M Buy
16,518
+474
+3% +$37K 0.11% 192
2020
Q4 		$1.24M Buy
16,044
+3,584
+29% +$268K 0.12% 170
2020
Q3 		$865K Buy
12,460
+664
+6% +$45.8K 0.09% 191
2020
Q2 		$708K Sell
11,796
-716
-6% -$42.9K 0.09% 204
2020
Q1 		$753K Hold
12,512
– – 0.1% 193
2019
Q4 		$757K Sell
12,512
-76
-0.6% -$4.44K 0.08% 237
2019
Q3 		$733K Buy
12,588
+20
+0.2% +$1.08K 0.09% 199
2019
Q2 		$644K Sell
12,568
-1,600
-11% -$78.7K 0.08% 219
2019
Q1 		$685K Sell
14,168
-4,000
-22% -$183K 0.08% 214
2018
Q4 		$789K Buy
18,168
+1,536
+9% +$67.2K 0.11% 173
2018
Q3 		$697K Hold
16,632
– – 0.08% 196
2018
Q2 		$695K Hold
16,632
– – 0.09% 197
2018
Q1 		$679K Sell
16,632
-1,044
-6% -$40.3K 0.09% 206
2017
Q4 		$690K Sell
17,676
-1,200
-6% -$46.3K 0.08% 234
2017
Q3 		$692K Sell
18,876
-800
-4% -$29.3K 0.08% 234
2017
Q2 		$689K Hold
19,676
– – 0.08% 240
2017
Q1 		$631K Sell
19,676
-964
-5% -$30.3K 0.07% 246
2016
Q4 		$616K Hold
20,640
– – 0.07% 231
2016
Q3 		$631K Sell
20,640
-31,800
-61% -$1M 0.08% 230
2016
Q2 		$1.71M Sell
52,440
-1,400
-3% -$42K 0.22% 119
2016
Q1 		$1.59M Buy
53,840
+16
+0% +$449 0.2% 120
2015
Q4 		$1.4M Buy
53,824
+800
+2% +$20.2K 0.18% 136
2015
Q3 		$1.29M Buy
53,024
+12,600
+31% +$320K 0.17% 142
2015
Q2 		$991K Buy
40,424
+21,400
+112% +$544K 0.11% 198
2015
Q1 		$495K Hold
19,024
– – 0.06% 300
2014
Q4 		$506K Hold
19,024
– – 0.06% 296
2014
Q3 		$446K Hold
19,024
– – 0.05% 316
2014
Q2 		$487K Sell
19,024
-400
-2% -$9.73K 0.06% 268
2014
Q1 		$464K Hold
19,424
– – 0.06% 279
2013
Q4 		$416K Hold
19,424
– – 0.06% 298
2013
Q3 		$389K Hold
19,424
– – 0.06% 282
2013
Q2 		$396K Buy
+19,424
New +$385K 0.06% 263

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

Rothschild Investment LLC's NEE Position: Q1 2026 in Review

Rothschild Investment LLC increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $30.9K and bringing the position to 14,613 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #216.

Rothschild Investment LLC first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q3 2022. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Rothschild Investment LLC held 14,613 shares of NextEra Energy worth $1.36M as of Q1 2026.
  • Rothschild Investment LLC bought 348 NextEra Energy shares in Q1 2026, an estimated $30.9K.
  • NextEra Energy made up 0.07% of Rothschild Investment LLC's portfolio in Q1 2026, its #216 holding.
  • Rothschild Investment LLC first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's NextEra Energy position peaked at $1.83M in Q3 2022.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.