Cladis Investment Advisory’s NextEra Energy NEE Stock Holding History

Cladis Investment Advisory’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	$2.18M	Sell	23,500 -1,083	-4%	-$96.3K	1.2%	19
2025 Q4	$1.97M	Hold	24,583	–	–	1.08%	21
2025 Q3	$1.86M	Sell	24,583 -1,000	-4%	-$73.1K	1.06%	23
2025 Q2	$1.78M	Hold	25,583	–	–	1.11%	24
2025 Q1	$1.81M	Buy	25,583 +283	+1%	+$20K	1.31%	17
2024 Q4	$1.81M	Hold	25,300	–	–	1.29%	19
2024 Q3	$2.14M	Hold	25,300	–	–	1.48%	13
2024 Q2	$1.79M	Hold	25,300	–	–	1.3%	17
2024 Q1	$1.62M	Hold	25,300	–	–	1.19%	21
2023 Q4	$1.54M	Hold	25,300	–	–	1.21%	22
2023 Q3	$1.45M	Hold	25,300	–	–	1.27%	20
2023 Q2	$1.88M	Hold	25,300	–	–	1.63%	12
2023 Q1	$1.95M	Hold	25,300	–	–	1.75%	11
2022 Q4	$2.12M	Hold	25,300	–	–	2.11%	7
2022 Q3	$1.98M	Hold	25,300	–	–	2.15%	7
2022 Q2	$1.96M	Hold	25,300	–	–	1.96%	10
2022 Q1	$2.14M	Buy	25,300 +1,000	+4%	+$80.1K	1.74%	12
2021 Q4	$2.27M	Buy	+24,300	New	+$2.1M	1.82%	11

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

Cladis Investment Advisory's NEE Position: Q1 2026 in Review

Cladis Investment Advisory reduced its NextEra Energy (NEE) stake by 4.4% in Q1 2026, selling an estimated $96.3K and leaving 23,500 shares worth $2.18M. The position accounts for 1.2% of the portfolio, ranked #19.

Cladis Investment Advisory first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.27M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Cladis Investment Advisory held 23,500 shares of NextEra Energy worth $2.18M as of Q1 2026.
Cladis Investment Advisory sold 1,083 NextEra Energy shares in Q1 2026, an estimated $96.3K.
NextEra Energy made up 1.2% of Cladis Investment Advisory's portfolio in Q1 2026, its #19 holding.
Cladis Investment Advisory first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's NextEra Energy position peaked at $2.27M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.