Utah Retirement Systems’s NextEra Energy NEE Stock Holding History

Utah Retirement Systems’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	$31.5M	Sell	339,185 -2,807	-0.8%	-$250K	0.32%	50
2025 Q4	$27.5M	Buy	341,992 +1,304	+0.4%	+$108K	0.26%	65
2025 Q3	$25.7M	Buy	340,688 +1,565	+0.5%	+$114K	0.25%	71
2025 Q2	$23.5M	Sell	339,123 -1,246	-0.4%	-$86.5K	0.25%	74
2025 Q1	$24.1M	Sell	340,369 -593	-0.2%	-$41.9K	0.28%	66
2024 Q4	$24.4M	Buy	340,962 +600	+0.2%	+$46.6K	0.27%	65
2024 Q3	$28.8M	Buy	340,362 +1,600	+0.5%	+$125K	0.32%	53
2024 Q2	$24M	Sell	338,762 -17,500	-5%	-$1.24M	0.28%	61
2024 Q1	$22.8M	Buy	356,262 +5,300	+2%	+$310K	0.27%	71
2023 Q4	$21.3M	Buy	350,962 +1,900	+0.5%	+$108K	0.27%	71
2023 Q3	$20M	Buy	349,062 +1,500	+0.4%	+$104K	0.29%	66
2023 Q2	$25.8M	Sell	347,562 -6,300	-2%	-$477K	0.36%	50
2023 Q1	$27.3M	Buy	353,862 +1,100	+0.3%	+$84.6K	0.39%	43
2022 Q4	$29.5M	Buy	352,762 +700	+0.2%	+$56.5K	0.47%	35
2022 Q3	$27.6M	Buy	352,062 +1,800	+0.5%	+$153K	0.46%	37
2022 Q2	$27.1M	Buy	350,262 +200	+0.1%	+$15.2K	0.43%	43
2022 Q1	$29.7M	Sell	350,062 -5,750	-2%	-$461K	0.39%	48
2021 Q4	$33.2M	Buy	355,812 +800	+0.2%	+$69.1K	0.41%	46
2021 Q3	$27.9M	Sell	355,012 -18,900	-5%	-$1.52M	0.38%	48
2021 Q2	$27.4M	Sell	373,912 -2,200	-0.6%	-$165K	0.35%	55
2021 Q1	$28.4M	Sell	376,112 -16,500	-4%	-$1.29M	0.4%	50
2020 Q4	$30.3M	Buy	392,612 +16,800	+4%	+$1.26M	0.43%	45
2020 Q3	$26.1M	Buy	375,812 +2,400	+0.6%	+$166K	0.43%	45
2020 Q2	$22.4M	Buy	373,412 +800	+0.2%	+$47.9K	0.41%	48
2020 Q1	$22.4M	Hold	372,612	–	–	0.48%	41
2019 Q4	$22.6M	Buy	372,612 +8,800	+2%	+$514K	0.4%	54
2019 Q3	$21.2M	Buy	363,812 +1,600	+0.4%	+$86.6K	0.4%	51
2019 Q2	$18.6M	Buy	362,212 +1,328	+0.4%	+$65.3K	0.36%	56
2019 Q1	$17.4M	Buy	360,884 +8,396	+2%	+$384K	0.35%	60
2018 Q4	$15.3M	Buy	352,488 +2,000	+0.6%	+$87.5K	0.35%	61
2018 Q3	$14.7M	Buy	350,488 +1,600	+0.5%	+$68.1K	0.28%	72
2018 Q2	$14.6M	Buy	348,888 +400	+0.1%	+$16.2K	0.3%	67
2018 Q1	$14.2M	Buy	348,488 +400	+0.1%	+$15.4K	0.3%	68
2017 Q4	$13.6M	Buy	348,088 +4,400	+1%	+$170K	0.29%	72
2017 Q3	$12.6M	Buy	343,688 +800	+0.2%	+$29.3K	0.28%	74
2017 Q2	$12M	Buy	342,888 +4,800	+1%	+$164K	0.28%	75
2017 Q1	$10.8M	Buy	338,088 +400	+0.1%	+$12.6K	0.26%	84
2016 Q4	$10.1M	Hold	337,688	–	–	0.25%	83
2016 Q3	$10.3M	Hold	337,688	–	–	0.27%	77
2016 Q2	$11M	Buy	337,688 +18,400	+6%	+$552K	0.29%	69
2016 Q1	$9.45M	Buy	319,288 +800	+0.3%	+$22.5K	0.26%	82
2015 Q4	$8.27M	Buy	318,488 +400	+0.1%	+$10.1K	0.22%	95
2015 Q3	$7.76M	Buy	318,088 +1,600	+0.5%	+$40.7K	0.22%	94
2015 Q2	$7.76M	Buy	316,488 +4,800	+2%	+$122K	0.21%	106
2015 Q1	$8.11M	Buy	311,688 +9,600	+3%	+$253K	0.21%	100
2014 Q4	$8.03M	Hold	302,088	–	–	0.22%	100
2014 Q3	$7.09M	Sell	302,088 -800	-0.3%	-$19.3K	0.2%	106
2014 Q2	$7.76M	Sell	302,888 -2,400	-0.8%	-$58.4K	0.22%	97
2014 Q1	$7.3M	Buy	305,288 +2,400	+0.8%	+$54.4K	0.21%	102
2013 Q4	$6.48M	Hold	302,888	–	–	0.19%	112
2013 Q3	$6.07M	Sell	302,888 -2,800	-0.9%	-$57.8K	0.2%	107
2013 Q2	$6.23M	Buy	+305,688	New	+$6.06M	0.21%	98

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

Utah Retirement Systems's NEE Position: Q1 2026 in Review

Utah Retirement Systems reduced its NextEra Energy (NEE) stake by 0.82% in Q1 2026, selling an estimated $250K and leaving 339,185 shares worth $31.5M. The position accounts for 0.32% of the portfolio, ranked #50.

Utah Retirement Systems first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.2M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Utah Retirement Systems held 339,185 shares of NextEra Energy worth $31.5M as of Q1 2026.
Utah Retirement Systems sold 2,807 NextEra Energy shares in Q1 2026, an estimated $250K.
NextEra Energy made up 0.32% of Utah Retirement Systems's portfolio in Q1 2026, its #50 holding.
Utah Retirement Systems first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Utah Retirement Systems's NextEra Energy position peaked at $33.2M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.