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Advisor OS’s NextEra Energy NEE Stock Holding History

Advisor OS’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 		$757K Sell
8,150
-504
-6% -$44.8K 0.05% 224
2025
Q4 		$695K Buy
8,654
+3,876
+81% +$321K 0.06% 225
2025
Q3 		$361K Sell
4,778
-41
-0.9% -$3K 0.03% 334
2025
Q2 		$335K Sell
4,819
-520
-10% -$36.1K 0.03% 332
2025
Q1 		$378K Sell
5,339
-575
-10% -$40.6K 0.04% 277
2024
Q4 		$424K Sell
5,914
-1,792
-23% -$139K 0.05% 253
2024
Q3 		$651K Sell
7,706
-159
-2% -$12.4K 0.06% 219
2024
Q2 		$557K Sell
7,865
-1,465
-16% -$104K 0.06% 236
2024
Q1 		$596K Buy
+9,330
New +$547K 0.07% 219
2023
Q4 		– Sell
-4,550
Closed -$261K – 347
2023
Q3 		$261K Sell
4,550
-409
-8% -$28.3K 0.04% 249
2023
Q2 		$368K Buy
4,959
+132
+3% +$9.99K 0.06% 220
2023
Q1 		$372K Buy
4,827
+1,131
+31% +$87K 0.09% 180
2022
Q4 		$309K Sell
3,696
-365
-9% -$29.5K 0.08% 176
2022
Q3 		$318K Buy
4,061
+133
+3% +$11.3K 0.1% 158
2022
Q2 		$303K Buy
3,928
+1,441
+58% +$110K 0.09% 173
2022
Q1 		$210K Sell
2,487
-215
-8% -$17.2K 0.06% 193
2021
Q4 		$251K Buy
+2,702
New +$234K 0.05% 221
2021
Q1 		– Sell
-4,194
Closed -$324K – 205
2020
Q4 		$324K Sell
4,194
-818
-16% -$61.2K 0.09% 104
2020
Q3 		$348K Sell
5,012
-4,524
-47% -$312K 0.15% 70
2020
Q2 		$573K Buy
+9,536
New +$571K 0.34% 61

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

Advisor OS's NEE Position: Q1 2026 in Review

Advisor OS reduced its NextEra Energy (NEE) stake by 5.8% in Q1 2026, selling an estimated $44.8K and leaving 8,150 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #224.

Advisor OS first reported a position in NEE in Q2 2020 and has held it in 20 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Advisor OS held 8,150 shares of NextEra Energy worth $757K as of Q1 2026.
  • Advisor OS sold 504 NextEra Energy shares in Q1 2026, an estimated $44.8K.
  • NextEra Energy made up 0.05% of Advisor OS's portfolio in Q1 2026, its #224 holding.
  • Advisor OS first reported a position in NextEra Energy in Q2 2020 and has held it in 20 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.