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Shufro Rose & Co’s NextEra Energy NEE Stock Holding History

Shufro Rose & Co’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 		$241K Sell
2,600
-684
-21% -$60.8K 0.02% 264
2025
Q4 		$264K Sell
3,284
-200
-6% -$16.6K 0.02% 246
2025
Q3 		$247K Hold
3,484
– – 0.02% 259
2025
Q2 		$247K Hold
3,484
– – 0.02% 257
2025
Q1 		$247K Hold
3,484
– – 0.02% 260
2024
Q4 		$250K Sell
3,484
-537
-13% -$41.7K 0.02% 249
2024
Q3 		$285K Hold
4,021
– – 0.02% 244
2024
Q2 		$285K Buy
4,021
+493
+14% +$35K 0.02% 244
2024
Q1 		$225K Hold
3,528
– – 0.02% 263
2023
Q4 		$202K Hold
3,528
– – 0.02% 270
2023
Q3 		$202K Hold
3,528
– – 0.02% 268
2023
Q2 		$262K Sell
3,528
-164
-4% -$12.4K 0.02% 243
2023
Q1 		$285K Sell
3,692
-592
-14% -$45.5K 0.03% 237
2022
Q4 		$358K Sell
4,284
-1,484
-26% -$120K 0.03% 208
2022
Q3 		$452K Buy
5,768
+84
+1% +$7.13K 0.05% 174
2022
Q2 		$440K Hold
5,684
– – 0.04% 182
2022
Q1 		$481K Sell
5,684
-35
-0.6% -$2.81K 0.04% 186
2021
Q4 		$534K Hold
5,719
– – 0.04% 177
2021
Q3 		$449K Buy
5,719
+2,323
+68% +$187K 0.04% 180
2021
Q2 		$249K Sell
3,396
-30
-0.9% -$2.25K 0.02% 245
2021
Q1 		$259K Sell
3,426
-106
-3% -$8.27K 0.02% 235
2020
Q4 		$272K Buy
+3,532
New +$264K 0.02% 222
2020
Q2 		– Sell
-3,528
Closed -$212K – 296
2020
Q1 		$212K Sell
3,528
-880
-20% -$55.3K 0.03% 236
2019
Q4 		$267K Hold
4,408
– – 0.02% 242
2019
Q3 		$257K Hold
4,408
– – 0.03% 248
2019
Q2 		$226K Buy
+4,408
New +$217K 0.02% 255

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

Shufro Rose & Co's NEE Position: Q1 2026 in Review

Shufro Rose & Co reduced its NextEra Energy (NEE) stake by 21% in Q1 2026, selling an estimated $60.8K and leaving 2,600 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #264.

Shufro Rose & Co first reported a position in NEE in Q2 2019 and has held it in 26 quarters since. The position peaked at $534K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Shufro Rose & Co held 2,600 shares of NextEra Energy worth $241K as of Q1 2026.
  • Shufro Rose & Co sold 684 NextEra Energy shares in Q1 2026, an estimated $60.8K.
  • NextEra Energy made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #264 holding.
  • Shufro Rose & Co first reported a position in NextEra Energy in Q2 2019 and has held it in 26 quarters since.
  • Shufro Rose & Co's NextEra Energy position peaked at $534K in Q4 2021.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.