Advance Capital Management’s NextEra Energy NEE Stock Holding History

Advance Capital 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	$722K	Sell	7,771 -10	-0.1%	-$889	0.03%	85
2025 Q4	$625K	Buy	7,781 +1	+0%	+$83	0.03%	96
2025 Q3	$587K	Sell	7,780 -24	-0.3%	-$1.75K	0.03%	97
2025 Q2	$542K	Sell	7,804 -212	-3%	-$14.7K	0.02%	100
2025 Q1	$568K	Sell	8,016 -119	-1%	-$8.4K	0.03%	94
2024 Q4	$583K	Buy	8,135 +194	+2%	+$15.1K	0.03%	82
2024 Q3	$671K	Buy	7,941 +123	+2%	+$9.6K	0.03%	76
2024 Q2	$554K	Hold	7,818	–	–	0.03%	81
2024 Q1	$500K	Buy	7,818 +9	+0.1%	+$527	0.03%	83
2023 Q4	$474K	Buy	7,809 +309	+4%	+$17.6K	0.04%	73
2023 Q3	$430K	Buy	7,500 +66	+0.9%	+$4.57K	0.04%	74
2023 Q2	$552K	Buy	7,434 +174	+2%	+$13.2K	0.06%	55
2023 Q1	$560K	Hold	7,260	–	–	0.1%	53
2022 Q4	$607K	Hold	7,260	–	–	0.08%	47
2022 Q3	$569K	Hold	7,260	–	–	0.07%	40
2022 Q2	$562K	Buy	7,260 +137	+2%	+$10.4K	0.07%	36
2022 Q1	$603K	Hold	7,123	–	–	0.07%	39
2021 Q4	$665K	Buy	+7,123	New	+$616K	0.14%	31

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

Advance Capital Management's NEE Position: Q1 2026 in Review

Advance Capital Management reduced its NextEra Energy (NEE) stake by 0.13% in Q1 2026, selling an estimated $889 and leaving 7,771 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #85.

Advance Capital Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Advance Capital Management held 7,771 shares of NextEra Energy worth $722K as of Q1 2026.
Advance Capital Management sold 10 NextEra Energy shares in Q1 2026, an estimated $889.
NextEra Energy made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #85 holding.
Advance Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.