AHC
NEE icon

Adell Harriman & Carpenter’s NextEra Energy NEE Stock Holding History

Adell Harriman & Carpenter’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 		$4.16M Sell
44,758
-234
-0.5% -$20.8K 0.25% 71
2025
Q4 		$3.61M Sell
44,992
-1,671
-4% -$138K 0.22% 74
2025
Q3 		$3.52M Sell
46,663
-3,255
-7% -$238K 0.21% 74
2025
Q2 		$3.47M Sell
49,918
-3,641
-7% -$253K 0.23% 70
2025
Q1 		$3.8M Sell
53,559
-7,167
-12% -$506K 0.29% 68
2024
Q4 		$4.35M Buy
60,726
+1,318
+2% +$102K 0.3% 64
2024
Q3 		$5.02M Buy
59,408
+3,600
+6% +$281K 0.37% 64
2024
Q2 		$3.95M Sell
55,808
-2,181
-4% -$155K 0.31% 68
2024
Q1 		$3.71M Sell
57,989
-6,017
-9% -$352K 0.31% 72
2023
Q4 		$3.89M Sell
64,006
-27,506
-30% -$1.57M 0.36% 64
2023
Q3 		$5.24M Sell
91,512
-4,515
-5% -$313K 0.54% 53
2023
Q2 		$7.14M Buy
96,027
+1,106
+1% +$83.7K 0.73% 46
2023
Q1 		$7.32M Buy
94,921
+2,267
+2% +$174K 0.79% 44
2022
Q4 		$7.75M Buy
92,654
+4,597
+5% +$371K 0.89% 41
2022
Q3 		$6.9M Sell
88,057
-701
-0.8% -$59.5K 0.84% 40
2022
Q2 		$6.88M Sell
88,758
-7,179
-7% -$547K 0.84% 41
2022
Q1 		$8.13M Buy
95,937
+2,130
+2% +$171K 0.79% 41
2021
Q4 		$8.76M Buy
93,807
+1,028
+1% +$88.8K 0.81% 42
2021
Q3 		$7.29M Buy
92,779
+1,406
+2% +$113K 0.76% 44
2021
Q2 		$6.7M Buy
91,373
+3,105
+4% +$233K 0.7% 48
2021
Q1 		$6.67M Buy
88,268
+3,370
+4% +$263K 0.81% 43
2020
Q4 		$6.55M Buy
84,898
+7,490
+10% +$560K 0.86% 41
2020
Q3 		$5.37M Buy
77,408
+9,068
+13% +$626K 0.8% 41
2020
Q2 		$4.1M Buy
68,340
+2,220
+3% +$133K 0.7% 47
2020
Q1 		$3.98M Buy
66,120
+1,680
+3% +$106K 0.84% 42
2019
Q4 		$3.9M Buy
64,440
+1,500
+2% +$87.6K 0.64% 55
2019
Q3 		$3.67M Buy
62,940
+3,200
+5% +$173K 0.66% 50
2019
Q2 		$3.06M Buy
59,740
+10,800
+22% +$531K 0.57% 58
2019
Q1 		$2.37M Sell
48,940
-3,200
-6% -$146K 0.46% 65
2018
Q4 		$2.27M Buy
52,140
+3,244
+7% +$142K 0.5% 56
2018
Q3 		$2.05M Sell
48,896
-3,504
-7% -$149K 0.38% 65
2018
Q2 		$2.19M Sell
52,400
-1,800
-3% -$72.7K 0.43% 61
2018
Q1 		$2.21M Buy
54,200
+11,000
+25% +$424K 0.46% 58
2017
Q4 		$1.69M Sell
43,200
-2,200
-5% -$84.9K 0.36% 72
2017
Q3 		$1.66M Buy
45,400
+600
+1% +$22K 0.36% 73
2017
Q2 		$1.57M Buy
44,800
+26,200
+141% +$896K 0.35% 68
2017
Q1 		$597K Buy
18,600
+3,800
+26% +$119K 0.14% 94
2016
Q4 		$442K Buy
14,800
+5,200
+54% +$155K 0.11% 99
2016
Q3 		$294K Sell
9,600
-1,000
-9% -$31.5K 0.07% 115
2016
Q2 		$346K Sell
10,600
-3,800
-26% -$114K 0.09% 107
2016
Q1 		$426K Buy
14,400
+3,200
+29% +$89.8K 0.11% 102
2015
Q4 		$291K Hold
11,200
– – 0.08% 116
2015
Q3 		$273K Buy
11,200
+800
+8% +$20.3K 0.08% 121
2015
Q2 		$255K Hold
10,400
– – 0.07% 132
2015
Q1 		$271K Buy
+10,400
New +$274K 0.07% 121

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

Adell Harriman & Carpenter's NEE Position: Q1 2026 in Review

Adell Harriman & Carpenter reduced its NextEra Energy (NEE) stake by 0.52% in Q1 2026, selling an estimated $20.8K and leaving 44,758 shares worth $4.16M. The position accounts for 0.25% of the portfolio, ranked #71.

Adell Harriman & Carpenter first reported a position in NEE in Q1 2015 and has held it in 45 quarters since. The position peaked at $8.76M in Q4 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Adell Harriman & Carpenter held 44,758 shares of NextEra Energy worth $4.16M as of Q1 2026.
  • Adell Harriman & Carpenter sold 234 NextEra Energy shares in Q1 2026, an estimated $20.8K.
  • NextEra Energy made up 0.25% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #71 holding.
  • Adell Harriman & Carpenter first reported a position in NextEra Energy in Q1 2015 and has held it in 45 quarters since.
  • Adell Harriman & Carpenter's NextEra Energy position peaked at $8.76M in Q4 2021.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.