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Savant Capital’s NextEra Energy NEE Stock Holding History

Savant 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 		$10.2M Buy
110,120
+12,522
+13% +$1.11M 0.05% 177
2025
Q4 		$7.84M Sell
97,598
-548
-0.6% -$45.4K 0.04% 199
2025
Q3 		$7.41M Buy
98,146
+627
+0.6% +$45.8K 0.05% 194
2025
Q2 		$6.77M Buy
97,519
+3,042
+3% +$211K 0.05% 181
2025
Q1 		$6.7M Sell
94,477
-33,419
-26% -$2.36M 0.06% 174
2024
Q4 		$9.17M Sell
127,896
-308
-0.2% -$23.9K 0.07% 166
2024
Q3 		$10.8M Buy
128,204
+11,225
+10% +$876K 0.09% 144
2024
Q2 		$8.28M Buy
116,979
+7,480
+7% +$531K 0.08% 156
2024
Q1 		$7M Buy
109,499
+41,186
+60% +$2.41M 0.08% 154
2023
Q4 		$4.15M Sell
68,313
-3,618
-5% -$206K 0.05% 191
2023
Q3 		$4.12M Buy
71,931
+898
+1% +$62.2K 0.06% 178
2023
Q2 		$5.27M Buy
71,033
+17,506
+33% +$1.33M 0.08% 157
2023
Q1 		$4.13M Buy
53,527
+10,969
+26% +$844K 0.08% 156
2022
Q4 		$3.26M Buy
42,558
+2,926
+7% +$236K 0.08% 124
2022
Q3 		$3.11M Sell
39,632
-8,065
-17% -$684K 0.1% 117
2022
Q2 		$3.69M Buy
47,697
+2,317
+5% +$176K 0.11% 98
2022
Q1 		$3.84M Buy
45,380
+5,244
+13% +$420K 0.13% 101
2021
Q4 		$3.75M Sell
40,136
-3,175
-7% -$274K 0.12% 98
2021
Q3 		$3.4M Buy
43,311
+11,990
+38% +$967K 0.12% 93
2021
Q2 		$2.29M Buy
31,321
+944
+3% +$70.8K 0.09% 117
2021
Q1 		$2.3M Sell
30,377
-770
-2% -$60.1K 0.12% 108
2020
Q4 		$2.4M Sell
31,147
-2,949
-9% -$221K 0.14% 103
2020
Q3 		$2.37M Buy
34,096
+232
+0.7% +$16K 0.16% 99
2020
Q2 		$2.03M Sell
33,864
-228
-0.7% -$13.6K 0.15% 106
2020
Q1 		$2.05M Buy
34,092
+1,248
+4% +$78.4K 0.19% 98
2019
Q4 		$1.99M Buy
32,844
+156
+0.5% +$9.11K 0.24% 91
2019
Q3 		$1.9M Sell
32,688
-272
-0.8% -$14.7K 0.26% 83
2019
Q2 		$1.69M Buy
32,960
+6,468
+24% +$318K 0.24% 88
2019
Q1 		$1.28M Buy
26,492
+620
+2% +$28.3K 0.24% 81
2018
Q4 		$1.12M Buy
25,872
+480
+2% +$21K 0.24% 83
2018
Q3 		$1.06M Buy
25,392
+2,024
+9% +$86.2K 0.19% 95
2018
Q2 		$976K Hold
23,368
– – 0.21% 85
2018
Q1 		$954K Sell
23,368
-596
-2% -$23K 0.2% 86
2017
Q4 		$936K Sell
23,964
-760
-3% -$29.3K 0.2% 89
2017
Q3 		$906K Hold
24,724
– – 0.2% 80
2017
Q2 		$866K Buy
24,724
+80
+0.3% +$2.73K 0.2% 79
2017
Q1 		$791K Buy
24,644
+116
+0.5% +$3.65K 0.2% 81
2016
Q4 		$733K Hold
24,528
– – 0.2% 82
2016
Q3 		$750K Hold
24,528
– – 0.21% 82
2016
Q2 		$800K Buy
24,528
+40
+0.2% +$1.2K 0.23% 74
2016
Q1 		$724K Buy
24,488
+1,560
+7% +$43.8K 0.22% 76
2015
Q4 		$595K Buy
22,928
+9,936
+76% +$251K 0.19% 88
2015
Q3 		$317K Buy
12,992
+836
+7% +$21.3K 0.11% 150
2015
Q2 		$298K Buy
+12,156
New +$309K 0.1% 161

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

Savant Capital's NEE Position: Q1 2026 in Review

Savant Capital increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $1.11M and bringing the position to 110,120 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #177.

Savant Capital first reported a position in NEE in Q2 2015 and has held it in 44 quarters since. The position peaked at $10.8M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Savant Capital held 110,120 shares of NextEra Energy worth $10.2M as of Q1 2026.
  • Savant Capital bought 12,522 NextEra Energy shares in Q1 2026, an estimated $1.11M.
  • NextEra Energy made up 0.05% of Savant Capital's portfolio in Q1 2026, its #177 holding.
  • Savant Capital first reported a position in NextEra Energy in Q2 2015 and has held it in 44 quarters since.
  • Savant Capital's NextEra Energy position peaked at $10.8M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.