Sawgrass Asset Management’s NextEra Energy NEE Stock Holding History

Sawgrass Asset 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	$523K	Buy	5,631 +302	+6%	+$26.8K	0.08%	124
2025 Q4	$428K	Hold	5,329	–	–	0.05%	139
2025 Q3	$402K	Buy	5,329 +670	+14%	+$49K	0.05%	146
2025 Q2	$323K	Buy	4,659 +102	+2%	+$7.08K	0.04%	146
2025 Q1	$323K	Sell	4,557 -131	-3%	-$9.25K	0.04%	142
2024 Q4	$336K	Sell	4,688 -1,070	-19%	-$83.1K	0.04%	142
2024 Q3	$487K	Sell	5,758 -12	-0.2%	-$936	0.05%	127
2024 Q2	$409K	Buy	5,770 +973	+20%	+$69K	0.04%	135
2024 Q1	$307K	Hold	4,797	–	–	0.03%	162
2023 Q4	$291K	Buy	+4,797	New	+$273K	0.03%	169

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

Sawgrass Asset Management's NEE Position: Q1 2026 in Review

Sawgrass Asset Management increased its NextEra Energy (NEE) stake by 5.7% in Q1 2026, buying an estimated $26.8K and bringing the position to 5,631 shares worth $523K. The position accounts for 0.08% of the portfolio, ranked #124.

Sawgrass Asset Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sawgrass Asset Management held 5,631 shares of NextEra Energy worth $523K as of Q1 2026.
Sawgrass Asset Management bought 302 NextEra Energy shares in Q1 2026, an estimated $26.8K.
NextEra Energy made up 0.08% of Sawgrass Asset Management's portfolio in Q1 2026, its #124 holding.
Sawgrass Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.