Saturna Capital’s NextEra Energy NEE Stock Holding History

Saturna 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	$1.49M	Sell	16,039 -6,003	-27%	-$534K	0.02%	82
2025 Q4	$1.77M	Buy	22,042 +5,627	+34%	+$466K	0.02%	81
2025 Q3	$1.24M	Hold	16,415	–	–	0.02%	90
2025 Q2	$1.14M	Buy	16,415 +90	+0.6%	+$6.25K	0.02%	97
2025 Q1	$1.16M	Hold	16,325	–	–	0.02%	94
2024 Q4	$1.17M	Buy	16,325 +7,150	+78%	+$555K	0.02%	93
2024 Q3	$776K	Buy	9,175 +1,100	+14%	+$85.8K	0.01%	108
2024 Q2	$572K	Buy	8,075 +850	+12%	+$60.3K	0.01%	123
2024 Q1	$462K	Hold	7,225	–	–	0.01%	132
2023 Q4	$439K	Buy	7,225 +2,080	+40%	+$119K	0.01%	135
2023 Q3	$295K	Buy	5,145 +675	+15%	+$46.7K	0.01%	149
2023 Q2	$332K	Buy	4,470 +470	+12%	+$35.6K	0.01%	138
2023 Q1	$308K	Hold	4,000	–	–	0.01%	142
2022 Q4	$334K	Hold	4,000	–	–	0.01%	135
2022 Q3	$314K	Hold	4,000	–	–	0.01%	138
2022 Q2	$310K	Hold	4,000	–	–	0.01%	139
2022 Q1	$339K	Hold	4,000	–	–	0.01%	139
2021 Q4	$373K	Hold	4,000	–	–	0.01%	144
2021 Q3	$314K	Hold	4,000	–	–	0.01%	151
2021 Q2	$293K	Hold	4,000	–	–	0.01%	155
2021 Q1	$302K	Hold	4,000	–	–	0.01%	146
2020 Q4	$309K	Sell	4,000 -188	-4%	-$14.1K	0.01%	151
2020 Q3	$291K	Buy	4,188 +188	+5%	+$13K	0.01%	145
2020 Q2	$240K	Hold	4,000	–	–	0.01%	156
2020 Q1	$241K	Hold	4,000	–	–	0.01%	157
2019 Q4	$242K	Hold	4,000	–	–	0.01%	176
2019 Q3	$233K	Hold	4,000	–	–	0.01%	173
2019 Q2	$205K	Buy	+4,000	New	+$197K	0.01%	163
2016 Q1	–	Sell	-5,000	Closed	-$130K	–	259
2015 Q4	$130K	Hold	5,000	–	–	﹤0.01%	200
2015 Q3	$122K	Hold	5,000	–	–	﹤0.01%	213
2015 Q2	$123K	Hold	5,000	–	–	﹤0.01%	229
2015 Q1	$130K	Hold	5,000	–	–	﹤0.01%	226
2014 Q4	$133K	Hold	5,000	–	–	﹤0.01%	224
2014 Q3	$117K	Hold	5,000	–	–	﹤0.01%	280
2014 Q2	$128K	Hold	5,000	–	–	﹤0.01%	269
2014 Q1	$120K	Hold	5,000	–	–	﹤0.01%	237
2013 Q4	$107K	Hold	5,000	–	–	﹤0.01%	246
2013 Q3	$100K	Hold	5,000	–	–	﹤0.01%	255
2013 Q2	$102K	Buy	+5,000	New	+$99.2K	﹤0.01%	253

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

Saturna Capital's NEE Position: Q1 2026 in Review

Saturna Capital reduced its NextEra Energy (NEE) stake by 27% in Q1 2026, selling an estimated $534K and leaving 16,039 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #82.

Saturna Capital first reported a position in NEE in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.77M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Saturna Capital held 16,039 shares of NextEra Energy worth $1.49M as of Q1 2026.
Saturna Capital sold 6,003 NextEra Energy shares in Q1 2026, an estimated $534K.
NextEra Energy made up 0.02% of Saturna Capital's portfolio in Q1 2026, its #82 holding.
Saturna Capital first reported a position in NextEra Energy in Q2 2013 and has held it in 39 quarters since.
Saturna Capital's NextEra Energy position peaked at $1.77M in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.