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Sovereign's Capital Management’s NextEra Energy NEE Stock Holding History

Sovereign's 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 		$1.28M Sell
13,821
-1,032
-7% -$91.7K 0.94% 35
2025
Q4 		$1.19M Sell
14,853
-1,763
-11% -$146K 0.72% 35
2025
Q3 		$1.25M Buy
16,616
+86
+0.5% +$6.28K 0.68% 47
2025
Q2 		$1.15M Buy
16,530
+2,688
+19% +$187K 0.61% 53
2025
Q1 		$981K Buy
13,842
+1,786
+15% +$126K 0.58% 57
2024
Q4 		$864K Buy
+12,056
New +$937K 0.55% 55

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

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

Sovereign's Capital Management reduced its NextEra Energy (NEE) stake by 6.9% in Q1 2026, selling an estimated $91.7K and leaving 13,821 shares worth $1.28M. The position accounts for 0.94% of the portfolio, ranked #35.

Sovereign's Capital Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sovereign's Capital Management held 13,821 shares of NextEra Energy worth $1.28M as of Q1 2026.
  • Sovereign's Capital Management sold 1,032 NextEra Energy shares in Q1 2026, an estimated $91.7K.
  • NextEra Energy made up 0.94% of Sovereign's Capital Management's portfolio in Q1 2026, its #35 holding.
  • Sovereign's Capital Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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