Swan Capital’s NextEra Energy NEE Stock Holding History

Swan Capital’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	$16K	Buy	172 +11	+7%	+$978	0.01%	150
2025 Q4	$12.9K	Buy	161 +147	+1,050%	+$12.2K	0.01%	158
2025 Q3	$1.06K	Buy	+14	New	+$1.02K	﹤0.01%	378

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

Swan Capital's NEE Position: Q1 2026 in Review

Swan Capital increased its NextEra Energy (NEE) stake by 6.8% in Q1 2026, buying an estimated $978 and bringing the position to 172 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #150.

Swan Capital first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Swan Capital held 172 shares of NextEra Energy worth $16K as of Q1 2026.
Swan Capital bought 11 NextEra Energy shares in Q1 2026, an estimated $978.
NextEra Energy made up 0.01% of Swan Capital's portfolio in Q1 2026, its #150 holding.
Swan Capital first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.