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AXS Investments’s NextEra Energy NEE Stock Holding History

AXS Investments’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 		$15.8K Sell
170
-28
-14% -$2.49K 0.01% 182
2025
Q4 		$15.9K Sell
198
-75
-27% -$6.21K 0.01% 189
2025
Q3 		$20.6K Buy
+273
New +$19.9K 0.01% 187
2024
Q1 		– Sell
-194
Closed -$11.8K – 384
2023
Q4 		$11.8K Sell
194
-46
-19% -$2.62K ﹤0.01% 384
2023
Q3 		$13.8K Sell
240
-605
-72% -$41.9K ﹤0.01% 355
2023
Q2 		$62.7K Sell
845
-461
-35% -$34.9K 0.02% 334
2023
Q1 		$101K Sell
1,306
-91
-7% -$7K 0.03% 260
2022
Q4 		$117K Buy
+1,397
New +$113K 0.04% 226

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

AXS Investments's NEE Position: Q1 2026 in Review

AXS Investments reduced its NextEra Energy (NEE) stake by 14% in Q1 2026, selling an estimated $2.49K and leaving 170 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #182.

AXS Investments first reported a position in NEE in Q4 2022 and has held it in 8 quarters since. The position peaked at $117K in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • AXS Investments held 170 shares of NextEra Energy worth $15.8K as of Q1 2026.
  • AXS Investments sold 28 NextEra Energy shares in Q1 2026, an estimated $2.49K.
  • NextEra Energy made up 0.01% of AXS Investments's portfolio in Q1 2026, its #182 holding.
  • AXS Investments first reported a position in NextEra Energy in Q4 2022 and has held it in 8 quarters since.
  • AXS Investments's NextEra Energy position peaked at $117K in Q4 2022.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.