AIA
NEE icon

AssuredPartners Investment Advisors’s NextEra Energy NEE Stock Holding History

AssuredPartners Investment 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 		$2.42M Sell
26,088
-3,412
-12% -$303K 0.26% 98
2025
Q4 		$2.37M Buy
29,500
+13,153
+80% +$1.09M 0.35% 70
2025
Q3 		$1.23M Buy
16,347
+2,517
+18% +$184K 0.27% 70
2025
Q2 		$960K Sell
13,830
-14,591
-51% -$1.01M 0.23% 75
2025
Q1 		$2.01M Sell
28,421
-2,436
-8% -$172K 0.39% 73
2024
Q4 		$2.21M Buy
+30,857
New +$2.4M 0.43% 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

AssuredPartners Investment Advisors's NEE Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $303K and leaving 26,088 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #98.

AssuredPartners Investment Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AssuredPartners Investment Advisors held 26,088 shares of NextEra Energy worth $2.42M as of Q1 2026.
  • AssuredPartners Investment Advisors sold 3,412 NextEra Energy shares in Q1 2026, an estimated $303K.
  • NextEra Energy made up 0.26% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • AssuredPartners Investment Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.