Avalon Trust’s NextEra Energy NEE Stock Holding History

Avalon Trust’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	$753K	Buy	8,107 +920	+13%	+$81.8K	0.05%	78
2025 Q4	$577K	Sell	7,187 -1,621	-18%	-$134K	0.04%	81
2025 Q3	$665K	Buy	8,808 +854	+11%	+$62.4K	0.04%	83
2025 Q2	$552K	Sell	7,954 -16,709	-68%	-$1.16M	0.04%	90
2025 Q1	$1.75M	Sell	24,663 -1,891	-7%	-$133K	0.14%	57
2024 Q4	$1.9M	Hold	26,554	–	–	0.14%	58
2024 Q3	$2.24M	Sell	26,554 -1,000	-4%	-$78K	0.17%	52
2024 Q2	$1.95M	Hold	27,554	–	–	0.15%	55
2024 Q1	$1.76M	Hold	27,554	–	–	0.14%	59
2023 Q4	$1.67M	Buy	27,554 +100	+0.4%	+$5.7K	0.15%	56
2023 Q3	$1.57M	Sell	27,454 -230	-0.8%	-$15.9K	0.16%	56
2023 Q2	$2.05M	Hold	27,684	–	–	0.19%	56
2023 Q1	$2.13M	Buy	+27,684	New	+$2.13M	0.21%	53

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

Avalon Trust's NEE Position: Q1 2026 in Review

Avalon Trust increased its NextEra Energy (NEE) stake by 13% in Q1 2026, buying an estimated $81.8K and bringing the position to 8,107 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #78.

Avalon Trust first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Avalon Trust held 8,107 shares of NextEra Energy worth $753K as of Q1 2026.
Avalon Trust bought 920 NextEra Energy shares in Q1 2026, an estimated $81.8K.
NextEra Energy made up 0.05% of Avalon Trust's portfolio in Q1 2026, its #78 holding.
Avalon Trust first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's NextEra Energy position peaked at $2.24M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.