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Tidemark’s NextEra Energy NEE Stock Holding History

Tidemark’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 		$179K Buy
1,923
+190
+11% +$16.9K 0.05% 147
2025
Q4 		$139K Buy
1,733
+8
+0.5% +$663 0.04% 149
2025
Q3 		$130K Buy
1,725
+255
+17% +$18.6K 0.04% 167
2025
Q2 		$102K Buy
1,470
+564
+62% +$39.2K 0.03% 180
2025
Q1 		$64.3K Buy
906
+221
+32% +$15.6K 0.02% 210
2024
Q4 		$49.1K Buy
685
+63
+10% +$4.89K 0.02% 237
2024
Q3 		$52.6K Buy
622
+55
+10% +$4.29K 0.02% 221
2024
Q2 		$40.2K Buy
567
+330
+139% +$23.4K 0.02% 247
2024
Q1 		$15.1K Buy
+237
New +$13.9K 0.01% 380

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

Tidemark's NEE Position: Q1 2026 in Review

Tidemark increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $16.9K and bringing the position to 1,923 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #147.

Tidemark first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tidemark held 1,923 shares of NextEra Energy worth $179K as of Q1 2026.
  • Tidemark bought 190 NextEra Energy shares in Q1 2026, an estimated $16.9K.
  • NextEra Energy made up 0.05% of Tidemark's portfolio in Q1 2026, its #147 holding.
  • Tidemark first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.