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Torray Investment Partners’s NextEra Energy NEE Stock Holding History

Torray Investment Partners’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 		$18.5M Sell
199,478
-35,548
-15% -$3.16M 2.72% 17
2025
Q4 		$18.9M Sell
235,026
-3,412
-1% -$283K 2.7% 17
2025
Q3 		$18M Buy
+238,438
New +$17.4M 2.44% 16

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

Torray Investment Partners's NEE Position: Q1 2026 in Review

Torray Investment Partners reduced its NextEra Energy (NEE) stake by 15% in Q1 2026, selling an estimated $3.16M and leaving 199,478 shares worth $18.5M. The position accounts for 2.72% of the portfolio, ranked #17.

Torray Investment Partners first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.9M in Q4 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Torray Investment Partners held 199,478 shares of NextEra Energy worth $18.5M as of Q1 2026.
  • Torray Investment Partners sold 35,548 NextEra Energy shares in Q1 2026, an estimated $3.16M.
  • NextEra Energy made up 2.72% of Torray Investment Partners's portfolio in Q1 2026, its #17 holding.
  • Torray Investment Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Torray Investment Partners's NextEra Energy position peaked at $18.9M in Q4 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.