Advyzon Investment Management’s NextEra Energy NEE Stock Holding History

Advyzon 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	$2.34M	Sell	25,193 -5,398	-18%	-$480K	0.21%	112
2025 Q4	$2.46M	Buy	30,591 +9,943	+48%	+$824K	0.28%	86
2025 Q3	$1.56M	Buy	20,648 +16,986	+464%	+$1.24M	0.27%	84
2025 Q2	$254K	Buy	3,662 +399	+12%	+$27.7K	0.06%	311
2025 Q1	$231K	Buy	+3,263	New	+$230K	0.08%	229

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

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

Advyzon Investment Management reduced its NextEra Energy (NEE) stake by 18% in Q1 2026, selling an estimated $480K and leaving 25,193 shares worth $2.34M. The position accounts for 0.21% of the portfolio, ranked #112.

Advyzon Investment Management first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Advyzon Investment Management held 25,193 shares of NextEra Energy worth $2.34M as of Q1 2026.
Advyzon Investment Management sold 5,398 NextEra Energy shares in Q1 2026, an estimated $480K.
NextEra Energy made up 0.21% of Advyzon Investment Management's portfolio in Q1 2026, its #112 holding.
Advyzon Investment Management first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
Advyzon Investment Management's NextEra Energy position peaked at $2.46M in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.