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Waterloo Capital’s NextEra Energy NEE Stock Holding History

Waterloo 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 		$3.08M Sell
33,108
-3,074
-8% -$273K 0.22% 105
2025
Q4 		$2.9M Buy
36,182
+2,223
+7% +$184K 0.21% 109
2025
Q3 		$2.56M Buy
33,959
+1,589
+5% +$116K 0.19% 115
2025
Q2 		$2.25M Buy
32,370
+2,792
+9% +$194K 0.18% 124
2025
Q1 		$2.1M Buy
29,578
+7,023
+31% +$496K 0.19% 118
2024
Q4 		$1.62M Buy
22,555
+1,049
+5% +$81.5K 0.17% 130
2024
Q3 		$1.82M Buy
21,506
+8,105
+60% +$633K 0.2% 117
2024
Q2 		$949K Buy
13,401
+1,254
+10% +$89K 0.11% 155
2024
Q1 		$776K Buy
12,147
+4,133
+52% +$242K 0.1% 174
2023
Q4 		$487K Buy
+8,014
New +$457K 0.08% 216
2023
Q3 		– Sell
-2,728
Closed -$202K – 219
2023
Q2 		$202K Sell
2,728
-232
-8% -$17.6K 0.06% 197
2023
Q1 		$228K Buy
+2,960
New +$228K 0.07% 168
2020
Q1 		$254K Buy
+4,228
New +$266K 0.18% 125

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waterloo Capital's NEE Position: Q1 2026 in Review

Waterloo Capital reduced its NextEra Energy (NEE) stake by 8.5% in Q1 2026, selling an estimated $273K and leaving 33,108 shares worth $3.08M. The position accounts for 0.22% of the portfolio, ranked #105.

Waterloo Capital first reported a position in NEE in Q1 2020 and has held it in 13 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Waterloo Capital held 33,108 shares of NextEra Energy worth $3.08M as of Q1 2026.
  • Waterloo Capital sold 3,074 NextEra Energy shares in Q1 2026, an estimated $273K.
  • NextEra Energy made up 0.22% of Waterloo Capital's portfolio in Q1 2026, its #105 holding.
  • Waterloo Capital first reported a position in NextEra Energy in Q1 2020 and has held it in 13 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.