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Chancellor Financial Group WB’s NextEra Energy NEE Stock Holding History

Chancellor Financial Group WB’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 		$3.76M Buy
40,494
+24
+0.1% +$2.13K 2.66% 8
2025
Q4 		$3.25M Buy
40,470
+150
+0.4% +$12.4K 2.2% 9
2025
Q3 		$3.04M Buy
40,320
+65
+0.2% +$4.75K 2.15% 9
2025
Q2 		$2.79M Buy
40,255
+263
+0.7% +$18.3K 2.16% 8
2025
Q1 		$2.84M Buy
39,992
+17
+0% +$1.2K 2.34% 7
2024
Q4 		$2.87M Buy
+39,975
New +$3.11M 2.31% 8

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

Chancellor Financial Group WB's NEE Position: Q1 2026 in Review

Chancellor Financial Group WB increased its NextEra Energy (NEE) stake by 0.06% in Q1 2026, buying an estimated $2.13K and bringing the position to 40,494 shares worth $3.76M. The position accounts for 2.66% of the portfolio, ranked #8.

Chancellor Financial Group WB first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Chancellor Financial Group WB held 40,494 shares of NextEra Energy worth $3.76M as of Q1 2026.
  • Chancellor Financial Group WB bought 24 NextEra Energy shares in Q1 2026, an estimated $2.13K.
  • NextEra Energy made up 2.66% of Chancellor Financial Group WB's portfolio in Q1 2026, its #8 holding.
  • Chancellor Financial Group WB first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.