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StoneX Group’s NextEra Energy NEE Stock Holding History

StoneX Group’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 		$784K Sell
8,448
-23,565
-74% -$2.1M 0.04% 311
2025
Q4 		$2.57M Buy
32,013
+2,234
+8% +$185K 0.11% 149
2025
Q3 		$2.25M Buy
29,779
+1,036
+4% +$75.7K 0.1% 180
2025
Q2 		$2M Sell
28,743
-513
-2% -$35.6K 0.1% 178
2025
Q1 		$2.07M Sell
29,256
-2,346
-7% -$166K 0.11% 161
2024
Q4 		$2.27M Buy
31,602
+22,282
+239% +$1.73M 0.12% 157
2024
Q3 		$788K Buy
+9,320
New +$727K 0.35% 71
2024
Q2 		– Sell
-8,406
Closed -$537K – 417
2024
Q1 		$537K Sell
8,406
-2,939
-26% -$172K 0.28% 88
2023
Q4 		$689K Buy
+11,345
New +$647K 0.37% 67
2023
Q1 		– Sell
-9,995
Closed -$836K – 611
2022
Q4 		$836K Buy
+9,995
New +$807K 0.12% 134
2022
Q2 		– Sell
-8,053
Closed -$682K – 662
2022
Q1 		$682K Buy
8,053
+863
+12% +$69.2K 0.06% 258
2021
Q4 		$671K Buy
7,190
+1,042
+17% +$90.1K 0.08% 247
2021
Q3 		$483K Buy
6,148
+465
+8% +$37.5K 0.07% 263
2021
Q2 		$416K Buy
5,683
+1,008
+22% +$75.7K 0.06% 275
2021
Q1 		$353K Buy
4,675
+591
+14% +$46.1K 0.06% 265
2020
Q4 		$315K Buy
4,084
+796
+24% +$59.5K 0.07% 260
2020
Q3 		$228K Buy
+3,288
New +$227K 0.07% 277
2019
Q1 		– Sell
-4,896
Closed -$213K – 231
2018
Q4 		$213K Buy
+4,896
New +$214K 0.21% 188
2017
Q3 		– Sell
-71,916
Closed -$2.52M – 291
2017
Q2 		$2.52M Buy
+71,916
New +$2.46M 0.79% 17

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

StoneX Group's NEE Position: Q1 2026 in Review

StoneX Group reduced its NextEra Energy (NEE) stake by 74% in Q1 2026, selling an estimated $2.1M and leaving 8,448 shares worth $784K. The position accounts for 0.04% of the portfolio, ranked #311.

StoneX Group first reported a position in NEE in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • StoneX Group held 8,448 shares of NextEra Energy worth $784K as of Q1 2026.
  • StoneX Group sold 23,565 NextEra Energy shares in Q1 2026, an estimated $2.1M.
  • NextEra Energy made up 0.04% of StoneX Group's portfolio in Q1 2026, its #311 holding.
  • StoneX Group first reported a position in NextEra Energy in Q2 2017 and has held it in 19 quarters since.
  • StoneX Group's NextEra Energy position peaked at $2.57M in Q4 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.