Select Asset Management & Trust’s NextEra Energy NEE Stock Holding History

Select Asset Management & Trust’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	$398K	Hold	4,288	–	–	0.12%	50
2025 Q4	$344K	Hold	4,288	–	–	0.11%	59
2025 Q3	$324K	Buy	4,288 +424	+11%	+$31K	0.1%	65
2025 Q2	$268K	Hold	3,864	–	–	0.09%	67
2025 Q1	$274K	Buy	+3,864	New	+$273K	0.11%	61

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

Select Asset Management & Trust's NEE Position: Q1 2026 in Review

Select Asset Management & Trust held its NextEra Energy (NEE) position steady in Q1 2026 at 4,288 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #50.

Select Asset Management & Trust first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Select Asset Management & Trust held 4,288 shares of NextEra Energy worth $398K as of Q1 2026.
Select Asset Management & Trust left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.12% of Select Asset Management & Trust's portfolio in Q1 2026, its #50 holding.
Select Asset Management & Trust first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.