Whalerock Point Partners’s NextEra Energy NEE Stock Holding History

Whalerock Point Partners’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	$4M	Buy	43,084 +475	+1%	+$42.2K	0.77%	31
2025 Q4	$3.42M	Sell	42,609 -100	-0.2%	-$8.28K	0.65%	33
2025 Q3	$3.22M	Buy	42,709 +220	+0.5%	+$16.1K	0.65%	35
2025 Q2	$2.95M	Buy	42,489 +1,535	+4%	+$107K	0.64%	37
2025 Q1	$2.9M	Buy	40,954 +9,075	+28%	+$641K	0.69%	36
2024 Q4	$2.29M	Buy	31,879 +150	+0.5%	+$11.7K	0.53%	41
2024 Q3	$2.68M	Buy	31,729 +1,164	+4%	+$90.8K	0.64%	39
2024 Q2	$2.16M	Buy	30,565 +975	+3%	+$69.2K	0.58%	38
2024 Q1	$1.89M	Sell	29,590 -2,182	-7%	-$128K	0.52%	43
2023 Q4	$1.93M	Sell	31,772 -1,640	-5%	-$93.5K	0.6%	42
2023 Q3	$1.91M	Buy	33,412 +1,075	+3%	+$74.4K	0.66%	38
2023 Q2	$2.4M	Sell	32,337 -485	-1%	-$36.7K	0.81%	35
2023 Q1	$2.53M	Buy	32,822 +3,120	+11%	+$240K	0.94%	33
2022 Q4	$2.48M	Buy	29,702 +540	+2%	+$43.6K	1.01%	33
2022 Q3	$2.29M	Buy	29,162 +1,050	+4%	+$89.1K	1%	32
2022 Q2	$2.18M	Buy	28,112 +805	+3%	+$61.3K	0.92%	37
2022 Q1	$2.31M	Buy	27,307 +1,115	+4%	+$89.4K	0.82%	38
2021 Q4	$2.45M	Buy	26,192 +375	+1%	+$32.4K	0.84%	34
2021 Q3	$2.03M	Buy	25,817 +1,700	+7%	+$137K	0.79%	36
2021 Q2	$1.77M	Sell	24,117 -3,225	-12%	-$242K	0.68%	42
2021 Q1	$2.07M	Sell	27,342 -3,725	-12%	-$291K	0.91%	37
2020 Q4	$2.4M	Buy	31,067 +23,979	+338%	+$1.79M	1.14%	31
2020 Q3	$1.77M	Sell	7,088 -17,844	-72%	-$1.23M	0.98%	35
2020 Q2	$1.5M	Buy	24,932 +4,100	+20%	+$245K	0.88%	37
2020 Q1	$1.25M	Buy	20,832 +1,700	+9%	+$107K	0.9%	38
2019 Q4	$1.16M	Sell	19,132 -3,340	-15%	-$195K	0.62%	48
2019 Q3	$1.31M	Buy	22,472 +600	+3%	+$32.5K	0.71%	41
2019 Q2	$1.12M	Buy	21,872 +340	+2%	+$16.7K	0.64%	45
2019 Q1	$1.04M	Buy	21,532 +2,400	+13%	+$110K	0.68%	44
2018 Q4	$831K	Hold	19,132	–	–	0.77%	38
2018 Q3	$802K	Hold	19,132	–	–	0.58%	46
2018 Q2	$799K	Sell	19,132 -2,400	-11%	-$96.9K	0.64%	46
2018 Q1	$879K	Sell	21,532 -460	-2%	-$17.7K	0.28%	66
2017 Q4	$859K	Sell	21,992 -400	-2%	-$15.4K	0.27%	71
2017 Q3	$820K	Hold	22,392	–	–	0.29%	63
2017 Q2	$784K	Buy	22,392 +60	+0.3%	+$2.05K	0.29%	64
2017 Q1	$717K	Buy	22,332 +732	+3%	+$23K	0.27%	70
2016 Q4	$645K	Buy	21,600 +2,400	+13%	+$71.7K	0.25%	68
2016 Q3	$587K	Buy	+19,200	New	+$605K	0.24%	71
2016 Q1	$603K	Sell	20,400 -9,972	-33%	-$280K	0.26%	70
2015 Q4	$788K	Hold	30,372	–	–	0.34%	55
2015 Q3	$740K	Buy	30,372 +6,772	+29%	+$172K	0.32%	59
2015 Q2	$578K	Hold	23,600	–	–	0.24%	77
2015 Q1	$613K	Hold	23,600	–	–	0.25%	73
2014 Q4	$627K	Sell	23,600 -200	-0.8%	-$5.05K	0.26%	64
2014 Q3	$558K	Buy	23,800 +1,200	+5%	+$29K	0.25%	74
2014 Q2	$579K	Hold	22,600	–	–	0.28%	71
2014 Q1	$540K	Sell	22,600 -600	-3%	-$13.6K	0.28%	70
2013 Q4	$496K	Buy	+23,200	New	+$489K	0.26%	72

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

Whalerock Point Partners's NEE Position: Q1 2026 in Review

Whalerock Point Partners increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $42.2K and bringing the position to 43,084 shares worth $4M. The position accounts for 0.77% of the portfolio, ranked #31.

Whalerock Point Partners first reported a position in NEE in Q4 2013 and has held it in 49 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Whalerock Point Partners held 43,084 shares of NextEra Energy worth $4M as of Q1 2026.
Whalerock Point Partners bought 475 NextEra Energy shares in Q1 2026, an estimated $42.2K.
NextEra Energy made up 0.77% of Whalerock Point Partners's portfolio in Q1 2026, its #31 holding.
Whalerock Point Partners first reported a position in NextEra Energy in Q4 2013 and has held it in 49 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.