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Biltmore Family Office’s NextEra Energy NEE Stock Holding History

Biltmore Family Office’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 		$814K Hold
8,765
– – 0.11% 118
2025
Q4 		$704K Buy
8,765
+923
+12% +$76.4K 0.1% 126
2025
Q3 		$592K Buy
7,842
+117
+2% +$8.55K 0.08% 131
2025
Q2 		$536K Sell
7,725
-100
-1% -$6.95K 0.09% 121
2025
Q1 		$555K Buy
7,825
+400
+5% +$28.2K 0.09% 126
2024
Q4 		$532K Buy
7,425
+605
+9% +$47K 0.09% 121
2024
Q3 		$576K Buy
6,820
+1,165
+21% +$90.9K 0.1% 118
2024
Q2 		$400K Buy
5,655
+976
+21% +$69.2K 0.07% 134
2024
Q1 		$299K Hold
4,679
– – 0.06% 153
2023
Q4 		$284K Sell
4,679
-675
-13% -$38.5K 0.06% 157
2023
Q3 		$307K Sell
5,354
-212
-4% -$14.7K 0.07% 151
2023
Q2 		$413K Sell
5,566
-349
-6% -$26.4K 0.09% 125
2023
Q1 		$456K Sell
5,915
-2,967
-33% -$228K 0.1% 134
2022
Q4 		$743K Hold
8,882
– – 0.15% 87
2022
Q3 		$696K Buy
8,882
+1,592
+22% +$135K 0.16% 81
2022
Q2 		$565K Sell
7,290
-69
-0.9% -$5.25K 0.14% 96
2022
Q1 		$623K Buy
7,359
+100
+1% +$8.01K 0.13% 94
2021
Q4 		$678K Buy
7,259
+69
+1% +$5.96K 0.13% 104
2021
Q3 		$565K Buy
7,190
+1,598
+29% +$129K 0.14% 97
2021
Q2 		$410K Hold
5,592
– – 0.12% 123
2021
Q1 		$423K Buy
5,592
+60
+1% +$4.68K 0.13% 108
2020
Q4 		$427K Buy
5,532
+856
+18% +$64K 0.13% 107
2020
Q3 		$324K Hold
4,676
– – 0.18% 103
2020
Q2 		$281K Sell
4,676
-100
-2% -$5.99K 0.17% 116
2020
Q1 		$287K Buy
+4,776
New +$300K 0.19% 113

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

Biltmore Family Office's NEE Position: Q1 2026 in Review

Biltmore Family Office held its NextEra Energy (NEE) position steady in Q1 2026 at 8,765 shares worth $814K. The position accounts for 0.11% of the portfolio, ranked #118.

Biltmore Family Office first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Biltmore Family Office held 8,765 shares of NextEra Energy worth $814K as of Q1 2026.
  • Biltmore Family Office left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.11% of Biltmore Family Office's portfolio in Q1 2026, its #118 holding.
  • Biltmore Family Office first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.