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Auxano Advisors’s NextEra Energy NEE Stock Holding History

Auxano 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 		$291K Buy
3,132
+130
+4% +$11.6K 0.06% 160
2025
Q4 		$241K Buy
3,002
+315
+12% +$26.1K 0.05% 171
2025
Q3 		$203K Buy
+2,687
New +$196K 0.04% 169
2025
Q1 		– Sell
-3,372
Closed -$242K – 169
2024
Q4 		$242K Buy
3,372
+469
+16% +$36.4K 0.06% 148
2024
Q3 		$245K Sell
2,903
-164
-5% -$12.8K 0.06% 142
2024
Q2 		$217K Sell
3,067
-83
-3% -$5.89K 0.06% 139
2024
Q1 		$201K Buy
+3,150
New +$185K 0.06% 150

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

Auxano Advisors's NEE Position: Q1 2026 in Review

Auxano Advisors increased its NextEra Energy (NEE) stake by 4.3% in Q1 2026, buying an estimated $11.6K and bringing the position to 3,132 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #160.

Auxano Advisors first reported a position in NEE in Q1 2024 and has held it in 7 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Auxano Advisors held 3,132 shares of NextEra Energy worth $291K as of Q1 2026.
  • Auxano Advisors bought 130 NextEra Energy shares in Q1 2026, an estimated $11.6K.
  • NextEra Energy made up 0.06% of Auxano Advisors's portfolio in Q1 2026, its #160 holding.
  • Auxano Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 7 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.