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Saxon Interests’s NextEra Energy NEE Stock Holding History

Saxon Interests’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 		$782K Buy
8,422
+3,353
+66% +$298K 0.27% 94
2025
Q4 		$407K Buy
5,069
+305
+6% +$25.3K 0.14% 141
2025
Q3 		$343K Buy
4,764
+289
+6% +$21.1K 0.13% 143
2025
Q2 		$317K Hold
4,475
– – 0.15% 134
2025
Q1 		$317K Buy
4,475
+23
+0.5% +$1.62K 0.15% 134
2024
Q4 		$319K Buy
4,452
+871
+24% +$67.7K 0.14% 135
2024
Q3 		$303K Buy
+3,581
New +$279K 0.14% 139

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

Saxon Interests's NEE Position: Q1 2026 in Review

Saxon Interests increased its NextEra Energy (NEE) stake by 66% in Q1 2026, buying an estimated $298K and bringing the position to 8,422 shares worth $782K. The position accounts for 0.27% of the portfolio, ranked #94.

Saxon Interests first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Saxon Interests held 8,422 shares of NextEra Energy worth $782K as of Q1 2026.
  • Saxon Interests bought 3,353 NextEra Energy shares in Q1 2026, an estimated $298K.
  • NextEra Energy made up 0.27% of Saxon Interests's portfolio in Q1 2026, its #94 holding.
  • Saxon Interests first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.