Twin Capital Management’s NextEra Energy NEE Stock Holding History

Twin 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	$3.88M	Buy	41,724 +579	+1%	+$51.5K	0.5%	44
2025 Q4	$3.3M	Sell	41,145 -35	-0.1%	-$2.9K	0.41%	61
2025 Q3	$3.11M	Sell	41,180 -19,405	-32%	-$1.42M	0.39%	65
2025 Q2	$4.21M	Buy	+60,585	New	+$4.21M	0.45%	60
2022 Q4	–	Sell	-19,443	Closed	-$1.52M	–	304
2022 Q3	$1.52M	Sell	19,443 -16,672	-46%	-$1.41M	0.21%	138
2022 Q2	$2.8M	Sell	36,115 -9,162	-20%	-$698K	0.36%	85
2022 Q1	$3.83M	Sell	45,277 -7,190	-14%	-$576K	0.41%	68
2021 Q4	$4.9M	Sell	52,467 -4,143	-7%	-$358K	0.49%	47
2021 Q3	$4.45M	Sell	56,610 -5,580	-9%	-$450K	0.46%	63
2021 Q2	$4.56M	Sell	62,190 -1,112	-2%	-$83.5K	0.42%	71
2021 Q1	$4.79M	Sell	63,302 -13,830	-18%	-$1.08M	0.48%	59
2020 Q4	$5.95M	Buy	77,132 +28,724	+59%	+$2.15M	0.54%	48
2020 Q3	$3.36M	Sell	48,408 -1,764	-4%	-$122K	0.3%	103
2020 Q2	$3.01M	Sell	50,172 -1,268	-2%	-$75.9K	0.29%	112
2020 Q1	$3.09M	Sell	51,440 -480	-0.9%	-$30.2K	0.34%	93
2019 Q4	$3.14M	Buy	51,920 +3,960	+8%	+$231K	0.27%	122
2019 Q3	$2.79M	Buy	47,960 +3,680	+8%	+$199K	0.2%	149
2019 Q2	$2.27M	Buy	44,280 +18,720	+73%	+$921K	0.16%	168
2019 Q1	$1.24M	Buy	25,560 +1,400	+6%	+$64K	0.06%	246
2018 Q4	$1.05M	Sell	24,160 -400	-2%	-$17.5K	0.06%	235
2018 Q3	$1.03M	Hold	24,560	–	–	0.05%	268
2018 Q2	$1.03M	Sell	24,560 -800	-3%	-$32.3K	0.05%	263
2018 Q1	$1.04M	Sell	25,360 -76,040	-75%	-$2.93M	0.05%	267
2017 Q4	$3.96M	Sell	101,400 -360	-0.4%	-$13.9K	0.19%	149
2017 Q3	$3.73M	Buy	101,760 +24,760	+32%	+$907K	0.2%	155
2017 Q2	$2.7M	Sell	77,000 -520	-0.7%	-$17.8K	0.16%	193
2017 Q1	$2.49M	Buy	77,520 +600	+0.8%	+$18.9K	0.15%	197
2016 Q4	$2.3M	Sell	76,920 -5,640	-7%	-$169K	0.15%	199
2016 Q3	$2.52M	Sell	82,560 -1,200	-1%	-$37.8K	0.17%	181
2016 Q2	$2.73M	Hold	83,760	–	–	0.21%	141
2016 Q1	$2.48M	Buy	+83,760	New	+$2.35M	0.19%	148
2015 Q1	–	Sell	-7,600	Closed	-$202K	–	264
2014 Q4	$202K	Buy	+7,600	New	+$192K	0.02%	264
2014 Q3	–	Sell	-27,000	Closed	-$692K	–	301
2014 Q2	$692K	Buy	27,000 +5,400	+25%	+$131K	0.07%	237
2014 Q1	$516K	Sell	21,600 -400	-2%	-$9.06K	0.05%	267
2013 Q4	$471K	Sell	22,000 -1,200	-5%	-$25.3K	0.05%	272
2013 Q3	$465K	Hold	23,200	–	–	0.05%	282
2013 Q2	$473K	Buy	+23,200	New	+$460K	0.05%	280

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

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

Twin Capital Management increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $51.5K and bringing the position to 41,724 shares worth $3.88M. The position accounts for 0.5% of the portfolio, ranked #44.

Twin Capital Management first reported a position in NEE in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.95M in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Twin Capital Management held 41,724 shares of NextEra Energy worth $3.88M as of Q1 2026.
Twin Capital Management bought 579 NextEra Energy shares in Q1 2026, an estimated $51.5K.
NextEra Energy made up 0.5% of Twin Capital Management's portfolio in Q1 2026, its #44 holding.
Twin Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 37 quarters since.
Twin Capital Management's NextEra Energy position peaked at $5.95M in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.