Annis Gardner Whiting Capital Advisors’s NextEra Energy NEE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$649K	Sell	6,985 -1,210	-15%	-$108K	0.1%	159
2025 Q4	$658K	Buy	8,195 +4,052	+98%	+$336K	0.12%	145
2025 Q3	$313K	Buy	4,143 +406	+11%	+$29.7K	0.06%	226
2025 Q2	$259K	Sell	3,737 -161	-4%	-$11.2K	0.09%	190
2025 Q1	$276K	Buy	3,898 +57	+1%	+$4.02K	0.12%	159
2024 Q4	$275K	Sell	3,841 -69	-2%	-$5.36K	0.08%	185
2024 Q3	$331K	Sell	3,910 -830	-18%	-$64.8K	0.09%	170
2024 Q2	$336K	Sell	4,740 -139	-3%	-$9.86K	0.1%	172
2024 Q1	$312K	Buy	4,879 +1,045	+27%	+$61.2K	0.11%	144
2023 Q4	$233K	Buy	3,834 +912	+31%	+$52K	0.1%	141
2023 Q3	$167K	Buy	+2,922	New	+$202K	0.09%	156

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

Annis Gardner Whiting Capital Advisors's NEE Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its NextEra Energy (NEE) stake by 15% in Q1 2026, selling an estimated $108K and leaving 6,985 shares worth $649K. The position accounts for 0.1% of the portfolio, ranked #159.

Annis Gardner Whiting Capital Advisors first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. The position peaked at $658K in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 6,985 shares of NextEra Energy worth $649K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 1,210 NextEra Energy shares in Q1 2026, an estimated $108K.
NextEra Energy made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #159 holding.
Annis Gardner Whiting Capital Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's NextEra Energy position peaked at $658K in Q4 2025.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.