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Accelerate Investment Advisors’s NextEra Energy NEE Stock Holding History

Accelerate Investment Advisors’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 		$258K Buy
2,781
+113
+4% +$10K 0.17% 100
2025
Q4 		$214K Sell
2,668
-44
-2% -$3.64K 0.14% 116
2025
Q3 		$205K Buy
+2,712
New +$198K 0.14% 120
2025
Q2 		– Sell
-3,149
Closed -$223K – 126
2025
Q1 		$223K Buy
+3,149
New +$222K 0.19% 99

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

Accelerate Investment Advisors's NEE Position: Q1 2026 in Review

Accelerate Investment Advisors increased its NextEra Energy (NEE) stake by 4.2% in Q1 2026, buying an estimated $10K and bringing the position to 2,781 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #100.

Accelerate Investment Advisors first reported a position in NEE in Q1 2025 and has held it in 4 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Accelerate Investment Advisors held 2,781 shares of NextEra Energy worth $258K as of Q1 2026.
  • Accelerate Investment Advisors bought 113 NextEra Energy shares in Q1 2026, an estimated $10K.
  • NextEra Energy made up 0.17% of Accelerate Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • Accelerate Investment Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 4 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.