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Claro Advisors’s NextEra Energy NEE Stock Holding History

Claro Advisors’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 		$416K Buy
4,480
+198
+5% +$17.6K 0.05% 281
2025
Q4 		$344K Buy
4,282
+134
+3% +$11.1K 0.05% 301
2025
Q3 		$313K Sell
4,148
-48
-1% -$3.51K 0.05% 307
2025
Q2 		$291K Sell
4,196
-1,313
-24% -$91.2K 0.05% 302
2025
Q1 		$391K Sell
5,509
-521
-9% -$36.8K 0.05% 323
2024
Q4 		$432K Sell
6,030
-17,845
-75% -$1.39M 0.06% 273
2024
Q3 		$2.02M Buy
23,875
+2,373
+11% +$185K 0.26% 74
2024
Q2 		$1.52M Buy
21,502
+1,468
+7% +$104K 0.24% 86
2024
Q1 		$1.28M Buy
20,034
+891
+5% +$52.2K 0.22% 96
2023
Q4 		$1.16M Sell
19,143
-142
-0.7% -$8.09K 0.25% 85
2023
Q3 		$1.1M Sell
19,285
-497
-3% -$34.4K 0.28% 80
2023
Q2 		$1.47M Buy
19,782
+372
+2% +$28.2K 0.36% 57
2023
Q1 		$1.5M Sell
19,410
-237
-1% -$18.2K 0.44% 49
2022
Q4 		$1.64M Buy
19,647
+15,534
+378% +$1.25M 0.54% 42
2022
Q3 		$319K Hold
4,113
– – 0.13% 182
2022
Q2 		$319K Buy
4,113
+526
+15% +$40K 0.13% 182
2022
Q1 		$335K Hold
3,587
– – 0.12% 186
2021
Q4 		$335K Buy
3,587
+146
+4% +$12.6K 0.12% 186
2021
Q3 		$270K Buy
3,441
+229
+7% +$18.5K 0.11% 190
2021
Q2 		$235K Sell
3,212
-42
-1% -$3.15K 0.11% 203
2021
Q1 		$246K Sell
3,254
-156
-5% -$12.2K 0.12% 179
2020
Q4 		$263K Buy
3,410
+98
+3% +$7.33K 0.14% 166
2020
Q3 		$230K Sell
3,312
-368
-10% -$25.4K 0.15% 169
2020
Q2 		$221K Buy
3,680
+264
+8% +$15.8K 0.15% 165
2020
Q1 		$206K Buy
3,416
+60
+2% +$3.77K 0.19% 146
2019
Q4 		$203K Sell
3,356
-368
-10% -$21.5K 0.16% 165
2019
Q3 		$217K Buy
+3,724
New +$202K 0.19% 145
2019
Q1 		– Sell
-416
Closed -$17K – 667
2018
Q4 		$17K Buy
+416
New +$18.2K 0.01% 580

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

Claro Advisors's NEE Position: Q1 2026 in Review

Claro Advisors increased its NextEra Energy (NEE) stake by 4.6% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,480 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #281.

Claro Advisors first reported a position in NEE in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.02M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Claro Advisors held 4,480 shares of NextEra Energy worth $416K as of Q1 2026.
  • Claro Advisors bought 198 NextEra Energy shares in Q1 2026, an estimated $17.6K.
  • NextEra Energy made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #281 holding.
  • Claro Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 28 quarters since.
  • Claro Advisors's NextEra Energy position peaked at $2.02M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.