Voleon Capital Management’s NextEra Energy NEE Stock Holding History

Voleon 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	$556K	Buy	5,991 +166	+3%	+$14.8K	0.01%	552
2025 Q4	$468K	Sell	5,825 -87,867	-94%	-$7.28M	0.01%	589
2025 Q3	$7.07M	Sell	93,692 -36,516	-28%	-$2.67M	0.17%	120
2025 Q2	$9.04M	Buy	130,208 +108,363	+496%	+$7.53M	0.5%	41
2025 Q1	$1.55M	Sell	21,845 -19,609	-47%	-$1.38M	0.12%	158
2024 Q4	$2.97M	Buy	+41,454	New	+$3.22M	0.22%	111
2022 Q1	–	Sell	-100,000	Closed	-$9.34M	–	12
2021 Q4	$9.34M	Buy	+100,000	New	+$8.64M	1.56%	14
2020 Q1	–	Sell	-312,000	Closed	-$18.9M	–	96
2019 Q4	$18.9M	Buy	+312,000	New	+$18.2M	1.09%	23

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

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

Voleon Capital Management increased its NextEra Energy (NEE) stake by 2.8% in Q1 2026, buying an estimated $14.8K and bringing the position to 5,991 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #552.

Voleon Capital Management first reported a position in NEE in Q4 2019 and has held it in 8 quarters since. The position peaked at $18.9M in Q4 2019. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Voleon Capital Management held 5,991 shares of NextEra Energy worth $556K as of Q1 2026.
Voleon Capital Management bought 166 NextEra Energy shares in Q1 2026, an estimated $14.8K.
NextEra Energy made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #552 holding.
Voleon Capital Management first reported a position in NextEra Energy in Q4 2019 and has held it in 8 quarters since.
Voleon Capital Management's NextEra Energy position peaked at $18.9M in Q4 2019.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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