ZIM
NEE icon

Zacks Investment Management’s NextEra Energy NEE Stock Holding History

Zacks Investment 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 		$2.16M Buy
23,301
+1,217
+6% +$108K 0.02% 334
2025
Q4 		$1.77M Sell
22,084
-1,640
-7% -$136K 0.01% 369
2025
Q3 		$1.79M Sell
23,724
-228,691
-91% -$16.7M 0.01% 346
2025
Q2 		$17.5M Buy
252,415
+398
+0.2% +$27.6K 0.15% 145
2025
Q1 		$17.9M Buy
252,017
+10,460
+4% +$738K 0.17% 137
2024
Q4 		$17.3M Sell
241,557
-35,246
-13% -$2.74M 0.16% 140
2024
Q3 		$23.4M Buy
276,803
+29,722
+12% +$2.32M 0.2% 122
2024
Q2 		$17.5M Buy
247,081
+19,849
+9% +$1.41M 0.2% 118
2024
Q1 		$14.5M Buy
227,232
+23,155
+11% +$1.36M 0.15% 136
2023
Q4 		$12.4M Sell
204,077
-3,231
-2% -$184K 0.15% 134
2023
Q3 		$11.9M Buy
207,308
+5,087
+3% +$352K 0.15% 132
2023
Q2 		$15M Buy
202,221
+7,932
+4% +$601K 0.19% 122
2023
Q1 		$15M Buy
194,289
+10,073
+5% +$775K 0.2% 117
2022
Q4 		$15.4M Buy
184,216
+800
+0.4% +$64.6K 0.22% 105
2022
Q3 		$14.4M Sell
183,416
-1,912
-1% -$162K 0.23% 103
2022
Q2 		$14.4M Buy
185,328
+9,995
+6% +$761K 0.22% 107
2022
Q1 		$14.9M Buy
175,333
+2,197
+1% +$176K 0.21% 114
2021
Q4 		$16.2M Buy
173,136
+4,992
+3% +$431K 0.23% 110
2021
Q3 		$13.2M Buy
168,144
+41,336
+33% +$3.33M 0.21% 113
2021
Q2 		$9.29M Buy
126,808
+6,475
+5% +$486K 0.15% 132
2021
Q1 		$9.1M Buy
120,333
+6,877
+6% +$537K 0.16% 129
2020
Q4 		$8.75M Buy
113,456
+107,340
+1,755% +$8.03M 0.16% 126
2020
Q3 		$424K Sell
6,116
-3,644
-37% -$252K 0.01% 417
2020
Q2 		$586K Buy
9,760
+2,884
+42% +$173K 0.01% 377
2020
Q1 		$414K Sell
6,876
-568
-8% -$35.7K 0.01% 402
2019
Q4 		$451K Sell
7,444
-224
-3% -$13.1K 0.01% 457
2019
Q3 		$447K Buy
7,668
+228
+3% +$12.3K 0.01% 447
2019
Q2 		$381K Buy
7,440
+984
+15% +$48.4K 0.01% 472
2019
Q1 		$312K Sell
6,456
-640
-9% -$29.3K 0.01% 486
2018
Q4 		$308K Buy
7,096
+748
+12% +$32.7K 0.01% 465
2018
Q3 		$266K Buy
6,348
+444
+8% +$18.9K 0.01% 470
2018
Q2 		$247K Sell
5,904
-344
-6% -$13.9K 0.01% 493
2018
Q1 		$255K Buy
6,248
+12
+0.2% +$463 0.01% 483
2017
Q4 		$243K Buy
+6,236
New +$241K 0.01% 510
2016
Q4 		– Sell
-6,808
Closed -$208K – 699
2016
Q3 		$208K Buy
6,808
+16
+0.2% +$504 0.01% 590
2016
Q2 		$221K Buy
6,792
+12
+0.2% +$360 0.01% 544
2016
Q1 		$201K Sell
6,780
-15,604
-70% -$438K 0.01% 553
2015
Q4 		$581K Buy
+22,384
New +$566K 0.02% 393

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

Zacks Investment Management's NEE Position: Q1 2026 in Review

Zacks Investment Management increased its NextEra Energy (NEE) stake by 5.5% in Q1 2026, buying an estimated $108K and bringing the position to 23,301 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #334.

Zacks Investment Management first reported a position in NEE in Q4 2015 and has held it in 38 quarters since. The position peaked at $23.4M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Zacks Investment Management held 23,301 shares of NextEra Energy worth $2.16M as of Q1 2026.
  • Zacks Investment Management bought 1,217 NextEra Energy shares in Q1 2026, an estimated $108K.
  • NextEra Energy made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #334 holding.
  • Zacks Investment Management first reported a position in NextEra Energy in Q4 2015 and has held it in 38 quarters since.
  • Zacks Investment Management's NextEra Energy position peaked at $23.4M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.