S-Bank Fund Management’s NextEra Energy NEE Stock Holding History

S-Bank Fund Management’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	$8.08M	Hold	87,000	–	–	1.2%	22
2025 Q4	$6.98M	Hold	87,000	–	–	0.91%	30
2025 Q3	$6.57M	Sell	87,000 -3,000	-3%	-$219K	0.87%	31
2025 Q2	$6.25M	Sell	90,000 -14,282	-14%	-$992K	0.92%	28
2025 Q1	$7.39M	Buy	+104,282	New	+$7.36M	1.39%	19

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

S-Bank Fund Management's NEE Position: Q1 2026 in Review

S-Bank Fund Management held its NextEra Energy (NEE) position steady in Q1 2026 at 87,000 shares worth $8.08M. The position accounts for 1.2% of the portfolio, ranked #22.

S-Bank Fund Management first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

S-Bank Fund Management held 87,000 shares of NextEra Energy worth $8.08M as of Q1 2026.
S-Bank Fund Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 1.2% of S-Bank Fund Management's portfolio in Q1 2026, its #22 holding.
S-Bank Fund Management first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.