Shelton Capital Management’s NextEra Energy NEE Stock Holding History

Shelton 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	$2.64M	Sell	28,470 -33,900	-54%	-$3.01M	0.06%	196
2025 Q4	$5.01M	Sell	62,370 -3,000	-5%	-$248K	0.1%	162
2025 Q3	$4.93M	Sell	65,370 -42,137	-39%	-$3.08M	0.11%	157
2025 Q2	$7.46M	Sell	107,507 -300	-0.3%	-$20.8K	0.17%	122
2025 Q1	$7.64M	Sell	107,807 -27,313	-20%	-$1.93M	0.18%	120
2024 Q4	$9.69M	Sell	135,120 -217	-0.2%	-$16.9K	0.24%	102
2024 Q3	$11.4M	Sell	135,337 -1,618	-1%	-$126K	0.29%	76
2024 Q2	$9.7M	Buy	136,955 +51,891	+61%	+$3.68M	0.26%	89
2024 Q1	$5.44M	Buy	85,064 +32,000	+60%	+$1.87M	0.15%	150
2023 Q4	$3.22M	Sell	53,064 -59,827	-53%	-$3.41M	0.1%	206
2023 Q3	$6.47M	Buy	112,891 +116	+0.1%	+$8.03K	0.24%	105
2023 Q2	$8.37M	Buy	112,775 +4,585	+4%	+$347K	0.3%	73
2023 Q1	$8.34M	Buy	108,190 +73,890	+215%	+$5.68M	0.35%	78
2022 Q4	$2.87M	Buy	34,300 +9,167	+36%	+$741K	0.3%	114
2022 Q3	$1.97M	Sell	25,133 -27,700	-52%	-$2.35M	0.09%	196
2022 Q2	$4.09M	Buy	52,833 +184	+0.3%	+$14K	0.18%	128
2022 Q1	$4.46M	Hold	52,649	–	–	0.16%	141
2021 Q4	$4.92M	Sell	52,649 -225	-0.4%	-$19.4K	0.17%	131
2021 Q3	$4.15M	Buy	52,874 +39,000	+281%	+$3.15M	0.16%	146
2021 Q2	$1.02M	Hold	13,874	–	–	0.04%	276
2021 Q1	$1.05M	Sell	13,874 -360	-3%	-$28.1K	0.04%	284
2020 Q4	$1.1M	Sell	14,234 -25,506	-64%	-$1.91M	0.05%	256
2020 Q3	$2.76M	Buy	39,740 +22,292	+128%	+$1.54M	0.11%	197
2020 Q2	$1.05M	Sell	17,448 -356	-2%	-$21.3K	0.06%	240
2020 Q1	$1.07M	Buy	17,804 +4,000	+29%	+$251K	0.08%	214
2019 Q4	$836K	Sell	13,804 -692	-5%	-$40.4K	0.05%	254
2019 Q3	$844K	Sell	14,496 -15,600	-52%	-$844K	0.05%	245
2019 Q2	$1.54M	Buy	30,096 +24,200	+410%	+$1.19M	0.09%	193
2019 Q1	$7.62K	Sell	5,896 -32,200	-85%	-$1.47M	0.03%	474
2018 Q4	$1.66M	Hold	38,096	–	–	0.11%	160
2018 Q3	$1.6M	Sell	38,096 -6,400	-14%	-$272K	0.09%	187
2018 Q2	$1.86M	Hold	44,496	–	–	0.12%	162
2018 Q1	$1.82M	Sell	44,496 -3,200	-7%	-$123K	0.12%	162
2017 Q4	$1.86M	Sell	47,696 -400	-0.8%	-$15.4K	0.12%	160
2017 Q3	$1.76M	Hold	48,096	–	–	0.12%	163
2017 Q2	$1.69M	Buy	48,096 +1,420	+3%	+$48.5K	0.12%	166
2017 Q1	$1.5M	Sell	46,676 -520	-1%	-$16.3K	0.1%	176
2016 Q4	$1.41M	Sell	47,196 -400	-0.8%	-$12K	0.11%	185
2016 Q3	$1.46M	Sell	47,596 -620	-1%	-$19.5K	0.12%	163
2016 Q2	$1.57M	Sell	48,216 -10,000	-17%	-$300K	0.14%	133
2016 Q1	$1.72M	Hold	58,216	–	–	0.16%	128
2015 Q4	$1.51M	Hold	58,216	–	–	0.15%	133
2015 Q3	$1.42M	Hold	58,216	–	–	0.16%	136
2015 Q2	$1.43M	Hold	58,216	–	–	0.15%	138
2015 Q1	$1.51M	Hold	58,216	–	–	0.16%	133
2014 Q4	$1.55M	Buy	58,216 +800	+1%	+$20.2K	0.18%	116
2014 Q3	$1.35M	Hold	57,416	–	–	0.18%	110
2014 Q2	$1.47M	Hold	57,416	–	–	0.21%	98
2014 Q1	$1.37M	Hold	57,416	–	–	0.2%	100
2013 Q4	$1.23M	Hold	57,416	–	–	0.19%	109
2013 Q3	$1.15M	Hold	57,416	–	–	0.19%	105
2013 Q2	$1.17M	Buy	+57,416	New	+$1.14M	0.21%	97

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

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

Shelton Capital Management reduced its NextEra Energy (NEE) stake by 54% in Q1 2026, selling an estimated $3.01M and leaving 28,470 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #196.

Shelton Capital Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Shelton Capital Management held 28,470 shares of NextEra Energy worth $2.64M as of Q1 2026.
Shelton Capital Management sold 33,900 NextEra Energy shares in Q1 2026, an estimated $3.01M.
NextEra Energy made up 0.06% of Shelton Capital Management's portfolio in Q1 2026, its #196 holding.
Shelton Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's NextEra Energy position peaked at $11.4M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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