Brian Low Financial Group’s NextEra Energy NEE Stock Holding History

Brian Low Financial Group’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	$1.55M	Buy	16,695 +1,592	+11%	+$142K	1.05%	27
2025 Q4	$1.21M	Buy	15,103 +2,331	+18%	+$193K	0.86%	40
2025 Q3	$964K	Buy	12,772 +1,127	+10%	+$82.3K	0.75%	45
2025 Q2	$808K	Buy	+11,645	New	+$809K	0.76%	45

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

Brian Low Financial Group's NEE Position: Q1 2026 in Review

Brian Low Financial Group increased its NextEra Energy (NEE) stake by 11% in Q1 2026, buying an estimated $142K and bringing the position to 16,695 shares worth $1.55M. The position accounts for 1.05% of the portfolio, ranked #27.

Brian Low Financial Group first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Brian Low Financial Group held 16,695 shares of NextEra Energy worth $1.55M as of Q1 2026.
Brian Low Financial Group bought 1,592 NextEra Energy shares in Q1 2026, an estimated $142K.
NextEra Energy made up 1.05% of Brian Low Financial Group's portfolio in Q1 2026, its #27 holding.
Brian Low Financial Group first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.