Sentry Investment Management’s NextEra Energy NEE Stock Holding History

Sentry Investment 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	–	Sell	-5,309	Closed	-$426K	–	329
2025 Q4	$426K	Hold	5,309	–	–	0.28%	67
2025 Q3	$446K	Sell	5,309 -1,065	-17%	-$77.8K	0.3%	57
2025 Q2	$462K	Hold	6,374	–	–	0.25%	78
2025 Q1	$415K	Sell	6,374 -1,904	-23%	-$134K	0.28%	70
2024 Q4	$593K	Buy	8,278 +1,107	+15%	+$86K	0.28%	72
2024 Q3	$606K	Sell	7,171 -1,637	-19%	-$128K	0.25%	85
2024 Q2	$624K	Sell	8,808 -1,804	-17%	-$128K	0.28%	75
2024 Q1	$678K	Hold	10,612	–	–	0.26%	87
2023 Q4	$645K	Sell	10,612 -1,140	-10%	-$65K	0.28%	84
2023 Q3	$673K	Sell	11,752 -2,260	-16%	-$156K	0.32%	62
2023 Q2	$1.04M	Buy	14,012 +939	+7%	+$71.1K	0.39%	51
2023 Q1	$1.01M	Hold	13,073	–	–	0.41%	47
2022 Q4	$1.09M	Sell	13,073 -545	-4%	-$44K	0.48%	38
2022 Q3	$1.07M	Buy	13,618 +913	+7%	+$77.5K	0.51%	37
2022 Q2	$984K	Sell	12,705 -2,320	-15%	-$177K	0.44%	48
2022 Q1	$1.27M	Sell	15,025 -3,624	-19%	-$290K	0.41%	55
2021 Q4	$1.74M	Buy	18,649 +2,317	+14%	+$200K	0.46%	47
2021 Q3	$1.28M	Sell	16,332 -4,679	-22%	-$377K	0.37%	59
2021 Q2	$1.54M	Buy	21,011 +91	+0.4%	+$6.83K	0.39%	58
2021 Q1	$1.58M	Sell	20,920 -104,020	-83%	-$8.12M	0.44%	48
2020 Q4	$9.64M	Sell	124,940 -2,312	-2%	-$173K	0.48%	46
2020 Q3	$8.83M	Buy	127,252 +13,124	+11%	+$906K	0.49%	47
2020 Q2	$6.85M	Sell	114,128 -10,588	-8%	-$634K	0.42%	55
2020 Q1	$7.5M	Buy	124,716 +1,612	+1%	+$101K	0.55%	44
2019 Q4	$7.45M	Hold	123,104	–	–	0.44%	53
2019 Q3	$7.17M	Buy	123,104 +5,928	+5%	+$321K	0.47%	51
2019 Q2	$6M	Buy	117,176 +70,264	+150%	+$3.46M	0.4%	61
2019 Q1	$2.27M	Sell	46,912 -75,456	-62%	-$3.45M	0.16%	164
2018 Q4	$5.32M	Sell	122,368 -3,140	-3%	-$137K	0.39%	61
2018 Q3	$5.26M	Hold	125,508	–	–	0.32%	79
2018 Q2	$5.24M	Buy	125,508 +68,828	+121%	+$2.78M	0.34%	70
2018 Q1	$2.31M	Sell	56,680 -5,216	-8%	-$201K	0.14%	190
2017 Q4	$2.42M	Sell	61,896 -87,752	-59%	-$3.39M	0.13%	189
2017 Q3	$5.48M	Sell	149,648 -100	-0.1%	-$3.66K	0.21%	85
2017 Q2	$5.25M	Buy	149,748 +1,412	+1%	+$48.3K	0.21%	89
2017 Q1	$4.76M	Sell	148,336 -2,416	-2%	-$76K	0.19%	90
2016 Q4	$4.5M	Buy	150,752 +21,200	+16%	+$633K	0.19%	94
2016 Q3	$3.96M	Sell	129,552 -13,360	-9%	-$421K	0.17%	99
2016 Q2	$4.66M	Hold	142,912	–	–	0.2%	77
2016 Q1	$4.23M	Buy	142,912 +3,320	+2%	+$93.2K	0.19%	91
2015 Q4	$3.63M	Buy	139,592 +77,820	+126%	+$1.97M	0.17%	101
2015 Q3	$1.51M	Hold	61,772	–	–	0.07%	199
2015 Q2	$1.51M	Sell	61,772 -39,988	-39%	-$1.02M	0.07%	224
2015 Q1	$2.65M	Sell	101,760 -25,600	-20%	-$675K	0.13%	135
2014 Q4	$3.38M	Buy	127,360 +20,400	+19%	+$515K	0.16%	109
2014 Q3	$2.51M	Hold	106,960	–	–	0.13%	127
2014 Q2	$2.74M	Buy	106,960 +9,760	+10%	+$237K	0.14%	120
2014 Q1	$2.32M	Hold	97,200	–	–	0.12%	132
2013 Q4	$2.08M	Sell	97,200 -35,600	-27%	-$751K	0.11%	144
2013 Q3	$2.66M	Buy	132,800 +26,400	+25%	+$545K	0.16%	103
2013 Q2	$2.17M	Buy	+106,400	New	+$2.11M	0.13%	85

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sentry Investment Management's NEE Position: Q1 2026 in Review

Sentry Investment Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 5,309 shares — an estimated $426K sold.

Sentry Investment Management first reported a position in NEE in Q2 2013 and held it in 51 quarters. The position peaked at $9.64M in Q4 2020. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sentry Investment Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 5,309 NextEra Energy shares in Q1 2026, an estimated $426K.
Sentry Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's NextEra Energy position peaked at $9.64M in Q4 2020.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.