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Analyst IMS Investment Management Services’s NextEra Energy NEE Stock Holding History

Analyst IMS Investment Management Services’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 		$3.54M Buy
38,078
+427
+1% +$38K 0.11% 47
2025
Q4 		$3.02M Sell
37,651
-109
-0.3% -$9.03K 0.09% 48
2025
Q3 		$2.85M Sell
37,760
-987
-3% -$72.1K 0.09% 51
2025
Q2 		$2.69M Buy
38,747
+3,116
+9% +$216K 0.09% 53
2025
Q1 		$2.52M Sell
35,631
-3,393
-9% -$239K 0.1% 51
2024
Q4 		$2.8M Buy
39,024
+3,739
+11% +$290K 0.1% 46
2024
Q3 		$2.98M Sell
35,285
-2,392
-6% -$187K 0.11% 41
2024
Q2 		$2.67M Buy
37,677
+5,255
+16% +$373K 0.11% 41
2024
Q1 		$2.07M Buy
32,422
+7,576
+30% +$444K 0.09% 45
2023
Q4 		$1.51M Buy
24,846
+8,212
+49% +$468K 0.08% 47
2023
Q3 		$949K Buy
16,634
+23
+0.1% +$1.59K 0.06% 56
2023
Q2 		$1.21M Sell
16,611
-177
-1% -$13.4K 0.08% 46
2023
Q1 		$1.29M Sell
16,788
-3,071
-15% -$236K 0.1% 41
2022
Q4 		$1.67M Sell
19,859
-404
-2% -$32.6K 0.14% 36
2022
Q3 		$1.62M Sell
20,263
-617
-3% -$52.3K 0.16% 34
2022
Q2 		$1.62M Sell
20,880
-497
-2% -$37.8K 0.15% 40
2022
Q1 		$1.81M Buy
21,377
+1,847
+9% +$148K 0.16% 41
2021
Q4 		$1.81M Sell
19,530
-220
-1% -$19K 0.17% 54
2021
Q3 		$1.55M Buy
19,750
+2,500
+14% +$202K 0.19% 55
2021
Q2 		$1.26M Buy
17,250
+4,500
+35% +$338K 0.15% 65
2021
Q1 		$964K Buy
+12,750
New +$995K 0.13% 65

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

Analyst IMS Investment Management Services's NEE Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $38K and bringing the position to 38,078 shares worth $3.54M. The position accounts for 0.11% of the portfolio, ranked #47.

Analyst IMS Investment Management Services first reported a position in NEE in Q1 2021 and has held it in 21 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Analyst IMS Investment Management Services held 38,078 shares of NextEra Energy worth $3.54M as of Q1 2026.
  • Analyst IMS Investment Management Services bought 427 NextEra Energy shares in Q1 2026, an estimated $38K.
  • NextEra Energy made up 0.11% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #47 holding.
  • Analyst IMS Investment Management Services first reported a position in NextEra Energy in Q1 2021 and has held it in 21 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.