Apriem Advisors’s NextEra Energy NEE Stock Holding History

Apriem 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	$337K	Hold	3,630	–	–	0.03%	145
2025 Q4	$291K	Buy	3,630 +50	+1%	+$4.14K	0.03%	149
2025 Q3	$270K	Sell	3,580 -151	-4%	-$11K	0.03%	157
2025 Q2	$259K	Buy	3,731 +186	+5%	+$12.9K	0.03%	157
2025 Q1	$251K	Sell	3,545 -267	-7%	-$18.8K	0.03%	155
2024 Q4	$273K	Buy	3,812 +103	+3%	+$8K	0.03%	152
2024 Q3	$314K	Sell	3,709 -62	-2%	-$4.84K	0.04%	130
2024 Q2	$267K	Sell	3,771 -41	-1%	-$2.91K	0.03%	143
2024 Q1	$244K	Buy	+3,812	New	+$223K	0.03%	149
2018 Q3	–	Sell	-692	Closed	-$29K	–	290
2018 Q2	$29K	Buy	+692	New	+$27.9K	0.01%	301
2017 Q2	–	Sell	-812	Closed	-$26K	–	396
2017 Q1	$26K	Hold	812	–	–	0.01%	307
2016 Q4	$24K	Buy	812 +120	+17%	+$3.59K	0.01%	321
2016 Q3	$21K	Hold	692	–	–	0.01%	329
2016 Q2	$23K	Buy	+692	New	+$20.8K	0.01%	322
2013 Q4	–	Sell	-192	Closed	-$4K	–	520
2013 Q3	$4K	Hold	192	–	–	﹤0.01%	426
2013 Q2	$4K	Buy	+192	New	+$3.81K	﹤0.01%	399

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

Apriem Advisors's NEE Position: Q1 2026 in Review

Apriem Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 3,630 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #145.

Apriem Advisors first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Apriem Advisors held 3,630 shares of NextEra Energy worth $337K as of Q1 2026.
Apriem Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #145 holding.
Apriem Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.