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SCS Capital Management’s NextEra Energy NEE Stock Holding History

SCS Capital 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 		$1.21M Sell
12,979
-2,631
-17% -$234K 0.01% 255
2025
Q4 		$1.25M Buy
15,610
+572
+4% +$47.4K 0.01% 259
2025
Q3 		$1.14M Sell
15,038
-1,693
-10% -$124K 0.01% 271
2025
Q2 		$1.16M Sell
16,731
-1,946
-10% -$135K 0.01% 273
2025
Q1 		$1.32M Buy
+18,677
New +$1.32M 0.02% 236

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

SCS Capital Management's NEE Position: Q1 2026 in Review

SCS Capital Management reduced its NextEra Energy (NEE) stake by 17% in Q1 2026, selling an estimated $234K and leaving 12,979 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #255.

SCS Capital Management first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q1 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • SCS Capital Management held 12,979 shares of NextEra Energy worth $1.21M as of Q1 2026.
  • SCS Capital Management sold 2,631 NextEra Energy shares in Q1 2026, an estimated $234K.
  • NextEra Energy made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #255 holding.
  • SCS Capital Management first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's NextEra Energy position peaked at $1.32M in Q1 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.