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AGP Franklin’s NextEra Energy NEE Stock Holding History

AGP Franklin’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 		$1.48M Sell
15,889
-14,876
-48% -$1.32M 0.74% 45
2025
Q4 		$2.47M Sell
30,765
-1,157
-4% -$95.8K 1.16% 31
2025
Q3 		$2.41M Buy
31,922
+442
+1% +$32.3K 1.17% 34
2025
Q2 		$2.19M Buy
31,480
+1,334
+4% +$92.7K 1.16% 34
2025
Q1 		$2.04M Sell
30,146
-9,452
-24% -$667K 1.26% 32
2024
Q4 		$2.84M Buy
+39,598
New +$3.08M 1.73% 18

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

AGP Franklin's NEE Position: Q1 2026 in Review

AGP Franklin reduced its NextEra Energy (NEE) stake by 48% in Q1 2026, selling an estimated $1.32M and leaving 15,889 shares worth $1.48M. The position accounts for 0.74% of the portfolio, ranked #45.

AGP Franklin first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AGP Franklin held 15,889 shares of NextEra Energy worth $1.48M as of Q1 2026.
  • AGP Franklin sold 14,876 NextEra Energy shares in Q1 2026, an estimated $1.32M.
  • NextEra Energy made up 0.74% of AGP Franklin's portfolio in Q1 2026, its #45 holding.
  • AGP Franklin first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • AGP Franklin's NextEra Energy position peaked at $2.84M in Q4 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.