Sculptor Capital’s NextEra Energy NEE Stock Holding History

Sculptor 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
2023 Q1	–	Sell	-322,900	Closed	-$27M	–	618
2022 Q4	$27M	Buy	+322,900	New	+$26.1M	0.47%	27
2019 Q1	–	Sell	-140,000	Closed	-$6.08M	–	251
2018 Q4	$6.08M	Hold	140,000	–	–	0.04%	84
2018 Q3	$5.87M	Buy	+140,000	New	+$5.96M	0.03%	102
2015 Q1	–	Sell	-476,800	Closed	-$12.7M	–	660
2014 Q4	$12.7M	Hold	476,800	–	–	0.03%	325
2014 Q3	$11.2M	Hold	476,800	–	–	0.03%	363
2014 Q2	$12.2M	Hold	476,800	–	–	0.04%	362
2014 Q1	$11.4M	Sell	476,800 -881,200	-65%	-$20M	0.04%	359
2013 Q4	$29.1M	Sell	1,358,000 -32,000	-2%	-$675K	0.07%	285
2013 Q3	$27.9M	Buy	1,390,000 +143,600	+12%	+$2.96M	0.08%	298
2013 Q2	$25.4M	Buy	+1,246,400	New	+$24.7M	0.08%	290

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

Sculptor Capital's NEE Position: Q1 2026 in Review

Sculptor Capital sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 16,069 shares — an estimated $832K sold.

Sculptor Capital first reported a position in NEE in Q3 2013 and held it in 22 quarters. The position peaked at $489M in Q4 2014. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sculptor Capital reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Sculptor Capital sold 16,069 NextEra Energy shares in Q1 2026, an estimated $832K.
Sculptor Capital first reported a position in NextEra Energy in Q3 2013 and held it in 22 quarters.
Sculptor Capital's NextEra Energy position peaked at $489M in Q4 2014.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sculptor Capital's 13F filing for Q1 2026, filed 15 May 2026.