Choreo LLC’s NextEra Energy NEE Stock Holding History

Choreo LLC’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	$10.1M	Buy	109,097 +7,205	+7%	+$641K	0.12%	124
2025 Q4	$8.21M	Sell	101,892 -576	-0.6%	-$47.7K	0.1%	127
2025 Q3	$7.74M	Buy	102,468 +1,739	+2%	+$127K	0.1%	140
2025 Q2	$6.99M	Sell	100,729 -420	-0.4%	-$29.2K	0.1%	144
2025 Q1	$7.17M	Sell	101,149 -1,540	-1%	-$109K	0.11%	127
2024 Q4	$7.37M	Sell	102,689 -2,525	-2%	-$196K	0.11%	136
2024 Q3	$8.97M	Buy	105,214 +7,118	+7%	+$555K	0.13%	114
2024 Q2	$6.87M	Buy	98,096 +62,710	+177%	+$4.45M	0.12%	122
2024 Q1	$2.26M	Buy	35,386 +2,549	+8%	+$149K	0.06%	164
2023 Q4	$1.99M	Sell	32,837 -1,660	-5%	-$94.6K	0.05%	174
2023 Q3	$1.98M	Buy	34,497 +429	+1%	+$29.7K	0.07%	143
2023 Q2	$2.53M	Sell	34,068 -1,521	-4%	-$115K	0.09%	129
2023 Q1	$2.74M	Buy	35,589 +30,542	+605%	+$2.35M	0.1%	122
2022 Q4	$422K	Sell	5,047 -404	-7%	-$32.6K	0.02%	158
2022 Q3	$427K	Buy	5,451 +24	+0.4%	+$2.04K	0.02%	134
2022 Q2	$420K	Buy	5,427 +1,019	+23%	+$77.6K	0.02%	139
2022 Q1	$373K	Sell	4,408 -478	-10%	-$38.3K	0.02%	164
2021 Q4	$456K	Buy	4,886 +830	+20%	+$71.7K	0.02%	148
2021 Q3	$318K	Sell	4,056 -1,408	-26%	-$114K	0.02%	169
2021 Q2	$400K	Hold	5,464	–	–	0.02%	149
2021 Q1	$413K	Sell	5,464 -5,300	-49%	-$414K	0.03%	130
2020 Q4	$830K	Sell	10,764 -16	-0.1%	-$1.2K	0.06%	92
2020 Q3	$748K	Hold	10,780	–	–	0.06%	87
2020 Q2	$647K	Sell	10,780 -1,032	-9%	-$61.8K	0.06%	99
2020 Q1	$711K	Sell	11,812 -1,384	-10%	-$87K	0.09%	87
2019 Q4	$799K	Sell	13,196 -332	-2%	-$19.4K	0.08%	96
2019 Q3	$788K	Sell	13,528 -76	-0.6%	-$4.11K	0.09%	94
2019 Q2	$697K	Sell	13,604 -4	-0%	-$197	0.08%	99
2019 Q1	$658K	Buy	13,608 +240	+2%	+$11K	0.08%	101
2018 Q4	$581K	Sell	13,368 -1,168	-8%	-$51.1K	0.08%	102
2018 Q3	$609K	Sell	14,536 -408	-3%	-$17.4K	0.08%	111
2018 Q2	$624K	Sell	14,944 -5,288	-26%	-$214K	0.08%	119
2018 Q1	$826K	Buy	20,232 +140	+0.7%	+$5.4K	0.1%	113
2017 Q4	$785K	Buy	20,092 +1,280	+7%	+$49.4K	0.09%	105
2017 Q3	$689K	Buy	18,812 +428	+2%	+$15.7K	0.09%	115
2017 Q2	$644K	Sell	18,384 -4	-0%	-$137	0.09%	119
2017 Q1	$590K	Buy	18,388 +3,452	+23%	+$109K	0.09%	123
2016 Q4	$446K	Buy	14,936 +5,924	+66%	+$177K	0.07%	147
2016 Q3	$276K	Sell	9,012 -388	-4%	-$12.2K	0.05%	183
2016 Q2	$306K	Buy	+9,400	New	+$282K	0.06%	147
2015 Q2	–	Sell	-9,316	Closed	-$242K	–	156
2015 Q1	$242K	Buy	+9,316	New	+$246K	0.06%	127

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

Choreo LLC's NEE Position: Q1 2026 in Review

Choreo LLC increased its NextEra Energy (NEE) stake by 7.1% in Q1 2026, buying an estimated $641K and bringing the position to 109,097 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #124.

Choreo LLC first reported a position in NEE in Q1 2015 and has held it in 41 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Choreo LLC held 109,097 shares of NextEra Energy worth $10.1M as of Q1 2026.
Choreo LLC bought 7,205 NextEra Energy shares in Q1 2026, an estimated $641K.
NextEra Energy made up 0.12% of Choreo LLC's portfolio in Q1 2026, its #124 holding.
Choreo LLC first reported a position in NextEra Energy in Q1 2015 and has held it in 41 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.