Sterling Capital Management’s NextEra Energy NEE Stock Holding History

Sterling 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	$631K	Buy	6,790 +2,767	+69%	+$246K	0.01%	664
2025 Q4	$323K	Sell	4,023 -2,925	-42%	-$242K	0.01%	1162
2025 Q3	$525K	Buy	6,948 +14	+0.2%	+$1.02K	0.01%	914
2025 Q2	$481K	Buy	6,934 +709	+11%	+$49.2K	0.01%	931
2025 Q1	$441K	Buy	6,225 +45	+0.7%	+$3.18K	0.01%	898
2024 Q4	$443K	Sell	6,180 -3,151	-34%	-$245K	0.01%	982
2024 Q3	$789K	Buy	+9,331	New	+$728K	0.01%	665
2019 Q3	$569K	Buy	9,768 +1,952	+25%	+$106K	0.01%	739
2019 Q2	$400K	Hold	7,816	–	–	﹤0.01%	779
2019 Q1	$378K	Buy	7,816 +96	+1%	+$4.39K	﹤0.01%	768
2018 Q4	$335K	Sell	7,720 -281,200	-97%	-$12.3M	﹤0.01%	784
2018 Q3	$12.1M	Buy	288,920 +280,400	+3,291%	+$11.9M	0.11%	178
2018 Q2	$356K	Hold	8,520	–	–	﹤0.01%	780
2018 Q1	$348K	Buy	+8,520	New	+$329K	﹤0.01%	783
2017 Q2	–	Sell	-6,460	Closed	-$207K	–	974
2017 Q1	$207K	Buy	+6,460	New	+$203K	﹤0.01%	912
2016 Q4	–	Sell	-7,424	Closed	-$227K	–	994
2016 Q3	$227K	Hold	7,424	–	–	﹤0.01%	849
2016 Q2	$242K	Hold	7,424	–	–	﹤0.01%	855
2016 Q1	$220K	Buy	+7,424	New	+$208K	﹤0.01%	852
2015 Q4	–	Sell	-19,684	Closed	-$480K	–	1017
2015 Q3	$480K	Buy	+19,684	New	+$501K	﹤0.01%	759

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

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

Sterling Capital Management increased its NextEra Energy (NEE) stake by 69% in Q1 2026, buying an estimated $246K and bringing the position to 6,790 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #664.

Sterling Capital Management first reported a position in NEE in Q3 2015 and has held it in 19 quarters since. The position peaked at $12.1M in Q3 2018. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sterling Capital Management held 6,790 shares of NextEra Energy worth $631K as of Q1 2026.
Sterling Capital Management bought 2,767 NextEra Energy shares in Q1 2026, an estimated $246K.
NextEra Energy made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #664 holding.
Sterling Capital Management first reported a position in NextEra Energy in Q3 2015 and has held it in 19 quarters since.
Sterling Capital Management's NextEra Energy position peaked at $12.1M in Q3 2018.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.