Twin Lakes Capital Management’s NextEra Energy NEE Stock Holding History

Twin Lakes 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	$179K	Buy	1,926 +3	+0.2%	+$267	0.08%	85
2025 Q4	$154K	Buy	1,923 +3	+0.2%	+$248	0.07%	94
2025 Q3	$145K	Buy	1,920 +3	+0.2%	+$219	0.07%	93
2025 Q2	$133K	Sell	1,917 -1,194	-38%	-$82.9K	0.08%	90
2025 Q1	$221K	Buy	3,111 +6	+0.2%	+$424	0.15%	80
2024 Q4	$223K	Buy	3,105 +5	+0.2%	+$388	0.14%	79
2024 Q3	$262K	Buy	3,100 +5	+0.2%	+$390	0.17%	74
2024 Q2	$219K	Buy	3,095 +5	+0.2%	+$355	0.15%	78
2024 Q1	$197K	Buy	3,090 +7	+0.2%	+$410	0.13%	84
2023 Q4	$187K	Buy	3,083 +5	+0.2%	+$285	0.13%	84
2023 Q3	$176K	Hold	3,078	–	–	0.13%	83
2023 Q2	$228K	Buy	3,078 +5	+0.2%	+$379	0.16%	75
2023 Q1	$237K	Buy	3,073 +4	+0.1%	+$308	0.18%	75
2022 Q4	$257K	Buy	3,069 +4	+0.1%	+$323	0.2%	71
2022 Q3	$240K	Buy	+3,065	New	+$260K	0.19%	74
2022 Q2	–	Sell	-3,058	Closed	-$259K	–	234
2022 Q1	$259K	Buy	3,058 +4	+0.1%	+$321	0.15%	86
2021 Q4	$285K	Buy	3,054 +3	+0.1%	+$259	0.15%	85
2021 Q3	$240K	Buy	3,051 +2,349	+335%	+$189K	0.14%	83
2021 Q2	$51K	Buy	702 +4	+0.6%	+$300	0.03%	135
2021 Q1	$53K	Buy	+698	New	+$54.5K	0.03%	127

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

Twin Lakes Capital Management increased its NextEra Energy (NEE) stake by 0.16% in Q1 2026, buying an estimated $267 and bringing the position to 1,926 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #85.

Twin Lakes Capital Management first reported a position in NEE in Q1 2021 and has held it in 20 quarters since. The position peaked at $285K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Twin Lakes Capital Management held 1,926 shares of NextEra Energy worth $179K as of Q1 2026.
Twin Lakes Capital Management bought 3 NextEra Energy shares in Q1 2026, an estimated $267.
NextEra Energy made up 0.08% of Twin Lakes Capital Management's portfolio in Q1 2026, its #85 holding.
Twin Lakes Capital Management first reported a position in NextEra Energy in Q1 2021 and has held it in 20 quarters since.
Twin Lakes Capital Management's NextEra Energy position peaked at $285K in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.