TwinBeech Capital’s NextEra Energy NEE Stock Holding History

TwinBeech Capital’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	–	Sell	-33,724	Closed	-$2.71M	–	742
2025 Q4	$2.71M	Buy	+33,724	New	+$2.79M	0.19%	141
2025 Q2	–	Sell	-19,878	Closed	-$1.41M	–	884
2025 Q1	$1.41M	Sell	19,878 -78,754	-80%	-$5.56M	0.03%	435
2024 Q4	$7.07M	Sell	98,632 -214,503	-69%	-$16.7M	0.12%	188
2024 Q3	$26.5M	Buy	+313,135	New	+$24.4M	0.51%	53
2023 Q4	–	Sell	-615,113	Closed	-$35.2M	–	820
2023 Q3	$35.2M	Buy	+615,113	New	+$42.6M	0.68%	30
2022 Q4	–	Sell	-73,069	Closed	-$5.73M	–	852
2022 Q3	$5.73M	Buy	+73,069	New	+$6.2M	0.15%	167
2022 Q2	–	Sell	-81,730	Closed	-$6.92M	–	649
2022 Q1	$6.92M	Buy	+81,730	New	+$6.55M	0.3%	98
2021 Q4	–	Sell	-13,901	Closed	-$1.09M	–	730
2021 Q3	$1.09M	Sell	13,901 -107,171	-89%	-$8.64M	0.08%	313
2021 Q2	$8.87M	Buy	121,072 +113,511	+1,501%	+$8.52M	1.08%	4
2021 Q1	$572K	Buy	+7,561	New	+$590K	0.08%	280

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TwinBeech Capital's NEE Position: Q1 2026 in Review

TwinBeech Capital sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 33,724 shares — an estimated $2.71M sold.

TwinBeech Capital first reported a position in NEE in Q1 2021 and held it in 10 quarters. The position peaked at $35.2M in Q3 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

TwinBeech Capital reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 33,724 NextEra Energy shares in Q1 2026, an estimated $2.71M.
TwinBeech Capital first reported a position in NextEra Energy in Q1 2021 and held it in 10 quarters.
TwinBeech Capital's NextEra Energy position peaked at $35.2M in Q3 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.