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Ashton Thomas Securities’s NextEra Energy NEE Stock Holding History

Ashton Thomas Securities’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 		$1.36M Buy
14,653
+4,237
+41% +$377K 0.17% 137
2025
Q4 		$836K Sell
10,416
-88
-0.8% -$7.29K 0.16% 120
2025
Q3 		$793K Buy
10,504
+9
+0.1% +$658 0.11% 170
2025
Q2 		$729K Sell
10,495
-827
-7% -$57.4K 0.18% 136
2025
Q1 		$800K Buy
11,322
+2,533
+29% +$179K 0.22% 116
2024
Q4 		$634K Buy
8,789
+551
+7% +$42.8K 0.17% 131
2024
Q3 		$696K Buy
8,238
+3,111
+61% +$243K 0.14% 155
2024
Q2 		$312K Buy
+5,127
New +$364K 0.08% 186

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

Ashton Thomas Securities's NEE Position: Q1 2026 in Review

Ashton Thomas Securities increased its NextEra Energy (NEE) stake by 41% in Q1 2026, buying an estimated $377K and bringing the position to 14,653 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #137.

Ashton Thomas Securities first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ashton Thomas Securities held 14,653 shares of NextEra Energy worth $1.36M as of Q1 2026.
  • Ashton Thomas Securities bought 4,237 NextEra Energy shares in Q1 2026, an estimated $377K.
  • NextEra Energy made up 0.17% of Ashton Thomas Securities's portfolio in Q1 2026, its #137 holding.
  • Ashton Thomas Securities first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.