Stack Financial Management’s NextEra Energy NEE Stock Holding History

Stack Financial 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	$28.7M	Buy	309,018 +402	+0.1%	+$35.7K	2.11%	14
2025 Q4	$24.8M	Sell	308,616 -3,361	-1%	-$278K	1.89%	17
2025 Q3	$23.6M	Sell	311,977 -3,260	-1%	-$238K	1.95%	17
2025 Q2	$21.9M	Buy	+315,237	New	+$21.9M	1.93%	21
2023 Q1	–	Sell	-2,801	Closed	-$234K	–	38
2022 Q4	$234K	Sell	2,801 -319	-10%	-$25.8K	0.02%	36
2022 Q3	$245K	Hold	3,120	–	–	0.03%	38
2022 Q2	$242K	Sell	3,120 -700	-18%	-$53.3K	0.02%	38
2022 Q1	$324K	Buy	+3,820	New	+$306K	0.03%	44

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

Stack Financial Management's NEE Position: Q1 2026 in Review

Stack Financial Management increased its NextEra Energy (NEE) stake by 0.13% in Q1 2026, buying an estimated $35.7K and bringing the position to 309,018 shares worth $28.7M. The position accounts for 2.11% of the portfolio, ranked #14.

Stack Financial Management first reported a position in NEE in Q1 2022 and has held it in 8 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Stack Financial Management held 309,018 shares of NextEra Energy worth $28.7M as of Q1 2026.
Stack Financial Management bought 402 NextEra Energy shares in Q1 2026, an estimated $35.7K.
NextEra Energy made up 2.11% of Stack Financial Management's portfolio in Q1 2026, its #14 holding.
Stack Financial Management first reported a position in NextEra Energy in Q1 2022 and has held it in 8 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.