Callan Family Office’s NextEra Energy NEE Stock Holding History

Callan 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	$5.39M	Sell	58,009 -321	-0.6%	-$28.5K	0.12%	180
2025 Q4	$4.68M	Buy	58,330 +13,814	+31%	+$1.14M	0.1%	199
2025 Q3	$3.36M	Sell	44,516 -3,042	-6%	-$222K	0.11%	198
2025 Q2	$3.3M	Buy	47,558 +27,377	+136%	+$1.9M	0.1%	209
2025 Q1	$1.43M	Sell	20,181 -13,018	-39%	-$919K	0.11%	165
2024 Q4	$2.38M	Buy	33,199 +30,278	+1,037%	+$2.35M	0.15%	127
2024 Q3	$247K	Buy	+2,921	New	+$228K	0.04%	158
2023 Q3	–	Sell	-5,043	Closed	-$374K	–	104
2023 Q2	$374K	Sell	5,043 -116	-2%	-$8.78K	0.1%	76
2023 Q1	$398K	Buy	5,159 +1,116	+28%	+$85.8K	0.1%	110
2022 Q4	$338K	Buy	+4,043	New	+$327K	0.11%	73

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

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

Callan Family Office reduced its NextEra Energy (NEE) stake by 0.55% in Q1 2026, selling an estimated $28.5K and leaving 58,009 shares worth $5.39M. The position accounts for 0.12% of the portfolio, ranked #180.

Callan Family Office first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Callan Family Office held 58,009 shares of NextEra Energy worth $5.39M as of Q1 2026.
Callan Family Office sold 321 NextEra Energy shares in Q1 2026, an estimated $28.5K.
NextEra Energy made up 0.12% of Callan Family Office's portfolio in Q1 2026, its #180 holding.
Callan Family Office first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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