Schulhoff & Co’s NextEra Energy NEE Stock Holding History

Schulhoff & Co’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	$916K	Hold	9,857	–	–	0.38%	61
2025 Q4	$791K	Buy	9,857 +64	+0.7%	+$5.3K	0.33%	67
2025 Q3	$739K	Sell	9,793 -104	-1%	-$7.6K	0.32%	68
2025 Q2	$687K	Hold	9,897	–	–	0.3%	70
2025 Q1	$702K	Hold	9,897	–	–	0.31%	65
2024 Q4	$710K	Hold	9,897	–	–	0.26%	67
2024 Q3	$837K	Hold	9,897	–	–	0.35%	64
2024 Q2	$701K	Hold	9,897	–	–	0.32%	68
2024 Q1	$633K	Hold	9,897	–	–	0.28%	70
2023 Q4	$601K	Hold	9,897	–	–	0.29%	72
2023 Q3	$567K	Sell	9,897 -80	-0.8%	-$5.54K	0.29%	70
2023 Q2	$740K	Buy	9,977 +264	+3%	+$20K	0.34%	63
2023 Q1	$749K	Sell	9,713 -75	-0.8%	-$5.77K	0.35%	62
2022 Q4	$818K	Hold	9,788	–	–	0.38%	58
2022 Q3	$767K	Hold	9,788	–	–	0.4%	57
2022 Q2	$758K	Sell	9,788 -100	-1%	-$7.61K	0.35%	60
2022 Q1	$837K	Hold	9,888	–	–	0.35%	61
2021 Q4	$923K	Hold	9,888	–	–	0.38%	57
2021 Q3	$776K	Hold	9,888	–	–	0.35%	60
2021 Q2	$724K	Hold	9,888	–	–	0.32%	62
2021 Q1	$747K	Sell	9,888 -200	-2%	-$15.6K	0.34%	61
2020 Q4	$778K	Hold	10,088	–	–	0.39%	56
2020 Q3	$700K	Sell	10,088 -340	-3%	-$23.5K	0.38%	55
2020 Q2	$626K	Hold	10,428	–	–	0.37%	58
2020 Q1	$627K	Hold	10,428	–	–	0.39%	59
2019 Q4	$631K	Hold	10,428	–	–	0.3%	68
2019 Q3	$607K	Buy	10,428 +1,600	+18%	+$86.6K	0.3%	68
2019 Q2	$452K	Hold	8,828	–	–	0.23%	70
2019 Q1	$426K	Buy	8,828 +1,600	+22%	+$73.2K	0.23%	70
2018 Q4	$314K	Hold	7,228	–	–	0.2%	76
2018 Q3	$302K	Hold	7,228	–	–	0.17%	82
2018 Q2	$301K	Hold	7,228	–	–	0.18%	80
2018 Q1	$295K	Hold	7,228	–	–	0.17%	84
2017 Q4	$282K	Sell	7,228 -180	-2%	-$6.95K	0.16%	90
2017 Q3	$271K	Hold	7,408	–	–	0.16%	89
2017 Q2	$259K	Sell	7,408 -1,880	-20%	-$64.3K	0.16%	93
2017 Q1	$298K	Buy	9,288 +200	+2%	+$6.29K	0.18%	85
2016 Q4	$271K	Sell	9,088 -1,844	-17%	-$55.1K	0.17%	90
2016 Q3	$334K	Buy	10,932 +1,204	+12%	+$37.9K	0.21%	79
2016 Q2	$317K	Buy	9,728 +760	+8%	+$22.8K	0.2%	82
2016 Q1	$265K	Buy	8,968 +900	+11%	+$25.3K	0.17%	86
2015 Q4	$209K	Buy	+8,068	New	+$204K	0.14%	93
2015 Q3	–	Sell	-10,468	Closed	-$256K	–	107
2015 Q2	$256K	Buy	10,468 +400	+4%	+$10.2K	0.16%	98
2015 Q1	$261K	Hold	10,068	–	–	0.16%	96
2014 Q4	$267K	Hold	10,068	–	–	0.16%	98
2014 Q3	$236K	Buy	10,068 +160	+2%	+$3.86K	0.15%	104
2014 Q2	$254K	Buy	9,908 +1,500	+18%	+$36.5K	0.16%	98
2014 Q1	$201K	Buy	+8,408	New	+$191K	0.14%	102

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

Schulhoff & Co's NEE Position: Q1 2026 in Review

Schulhoff & Co held its NextEra Energy (NEE) position steady in Q1 2026 at 9,857 shares worth $916K. The position accounts for 0.38% of the portfolio, ranked #61.

Schulhoff & Co first reported a position in NEE in Q1 2014 and has held it in 48 quarters since. The position peaked at $923K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Schulhoff & Co held 9,857 shares of NextEra Energy worth $916K as of Q1 2026.
Schulhoff & Co left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.38% of Schulhoff & Co's portfolio in Q1 2026, its #61 holding.
Schulhoff & Co first reported a position in NextEra Energy in Q1 2014 and has held it in 48 quarters since.
Schulhoff & Co's NextEra Energy position peaked at $923K in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.