TD Capital Management’s NextEra Energy NEE Stock Holding History

TD 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	$251K	Sell	2,707 -302	-10%	-$26.8K	0.02%	120
2025 Q4	$242K	Buy	3,009 +307	+11%	+$25.4K	0.02%	119
2025 Q3	$204K	Buy	2,702 +3	+0.1%	+$219	0.02%	123
2025 Q2	$187K	Buy	2,699 +795	+42%	+$55.2K	0.02%	125
2025 Q1	$135K	Buy	1,904 +93	+5%	+$6.56K	0.01%	132
2024 Q4	$130K	Buy	1,811 +36	+2%	+$2.8K	0.01%	139
2024 Q3	$150K	Hold	1,775	–	–	0.02%	126
2024 Q2	$126K	Buy	1,775 +1	+0.1%	+$71	0.01%	131
2024 Q1	$113K	Hold	1,774	–	–	0.01%	140
2023 Q4	$108K	Buy	1,774 +28	+2%	+$1.6K	0.01%	134
2023 Q3	$100K	Sell	1,746 -47	-3%	-$3.25K	0.01%	128
2023 Q2	$133K	Hold	1,793	–	–	0.02%	114
2023 Q1	$138K	Hold	1,793	–	–	0.02%	109
2022 Q4	$150K	Buy	1,793 +47	+3%	+$3.8K	0.02%	101
2022 Q3	$137K	Buy	+1,746	New	+$148K	0.02%	99
2022 Q1	–	Sell	-1,746	Closed	-$163K	–	260
2021 Q4	$163K	Hold	1,746	–	–	0.02%	95
2021 Q3	$137K	Hold	1,746	–	–	0.02%	98
2021 Q2	$128K	Hold	1,746	–	–	0.02%	93
2021 Q1	$132K	Hold	1,746	–	–	0.02%	87
2020 Q4	$135K	Buy	1,746 +2	+0.1%	+$150	0.02%	78
2020 Q3	$121K	Hold	1,744	–	–	0.02%	71
2020 Q2	$105K	Hold	1,744	–	–	0.02%	73
2020 Q1	$105K	Hold	1,744	–	–	0.02%	67
2019 Q4	$106K	Hold	1,744	–	–	0.02%	74
2019 Q3	$102K	Hold	1,744	–	–	0.02%	71
2019 Q2	$89K	Hold	1,744	–	–	0.02%	69
2019 Q1	$84K	Hold	1,744	–	–	0.02%	69
2018 Q4	$76K	Hold	1,744	–	–	0.02%	71
2018 Q3	$73K	Hold	1,744	–	–	0.02%	73
2018 Q2	$73K	Hold	1,744	–	–	0.02%	65
2018 Q1	$71K	Hold	1,744	–	–	0.02%	66
2017 Q4	$68K	Sell	1,744 -88	-5%	-$3.4K	0.02%	69
2017 Q3	$67K	Buy	1,832 +88	+5%	+$3.22K	0.02%	66
2017 Q2	$61K	Hold	1,744	–	–	0.02%	67
2017 Q1	$56K	Hold	1,744	–	–	0.02%	70
2016 Q4	$52K	Hold	1,744	–	–	0.02%	69
2016 Q3	$53K	Hold	1,744	–	–	0.02%	65
2016 Q2	$57K	Hold	1,744	–	–	0.02%	67
2016 Q1	$52K	Hold	1,744	–	–	0.02%	68
2015 Q4	$45K	Hold	1,744	–	–	0.01%	73
2015 Q3	$43K	Hold	1,744	–	–	0.01%	80
2015 Q2	$43K	Hold	1,744	–	–	0.01%	89
2015 Q1	$45K	Hold	1,744	–	–	0.01%	90
2014 Q4	$46K	Hold	1,744	–	–	0.01%	92
2014 Q3	$41K	Hold	1,744	–	–	0.01%	95
2014 Q2	$45K	Hold	1,744	–	–	0.01%	88
2014 Q1	$42K	Buy	1,744 +12	+0.7%	+$272	0.01%	86
2013 Q4	$37K	Sell	1,732 -5,884	-77%	-$124K	0.01%	92
2013 Q3	$153K	Buy	7,616 +16	+0.2%	+$330	0.04%	49
2013 Q2	$155K	Buy	+7,600	New	+$151K	0.04%	45

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

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

TD Capital Management reduced its NextEra Energy (NEE) stake by 10% in Q1 2026, selling an estimated $26.8K and leaving 2,707 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #120.

TD Capital Management first reported a position in NEE in Q2 2013 and has held it in 50 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

TD Capital Management held 2,707 shares of NextEra Energy worth $251K as of Q1 2026.
TD Capital Management sold 302 NextEra Energy shares in Q1 2026, an estimated $26.8K.
NextEra Energy made up 0.02% of TD Capital Management's portfolio in Q1 2026, its #120 holding.
TD Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 50 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.