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Clear Investment Research’s NextEra Energy NEE Stock Holding History

Clear Investment Research’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 		$5.1K Buy
+55
New +$4.89K 0.01% 183
2025
Q4 		– Sell
-54
Closed -$4.09K – 167
2025
Q3 		$4.09K Buy
54
+1
+2% +$73 0.01% 204
2025
Q2 		$3.73K Hold
53
– – ﹤0.01% 183
2025
Q1 		$3.78K Buy
53
+1
+2% +$71 0.01% 175
2024
Q4 		$3.8K Buy
52
+1
+2% +$78 ﹤0.01% 176
2024
Q3 		$4.36K Hold
51
– – 0.01% 173
2024
Q2 		$3.63K Sell
51
-23
-31% -$1.63K ﹤0.01% 170
2024
Q1 		$4.78K Sell
74
-384
-84% -$22.5K 0.01% 168
2023
Q4 		$27.8K Buy
458
+364
+387% +$20.7K 0.04% 135
2023
Q3 		$5.42K Hold
94
– – 0.01% 143
2023
Q2 		$6.99K Buy
94
+20
+27% +$1.51K 0.01% 138
2023
Q1 		$5.7K Sell
74
-17
-19% -$1.31K 0.01% 136
2022
Q4 		$8K Buy
+91
New +$7.35K 0.02% 125
2019
Q4 		– Sell
-16
Closed -$1K – 280
2019
Q3 		$1K Hold
16
– – ﹤0.01% 182
2019
Q2 		$1K Hold
16
– – ﹤0.01% 181
2019
Q1 		$1K Hold
16
– – ﹤0.01% 177
2018
Q4 		$1K Hold
16
– – ﹤0.01% 168
2018
Q3 		$1K Buy
+16
New +$681 ﹤0.01% 176

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

Clear Investment Research's NEE Position: Q1 2026 in Review

Clear Investment Research opened a new position in NextEra Energy (NEE) in Q1 2026: 55 shares worth $5.1K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in NEE as recently as Q3 2025.

Clear Investment Research first reported a position in NEE in Q3 2018 and has held it in 18 quarters since. The position peaked at $27.8K in Q4 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Clear Investment Research held 55 shares of NextEra Energy worth $5.1K as of Q1 2026.
  • NextEra Energy was a new Clear Investment Research position in Q1 2026.
  • NextEra Energy made up 0.01% of Clear Investment Research's portfolio in Q1 2026, its #183 holding.
  • Clear Investment Research first reported a position in NextEra Energy in Q3 2018 and has held it in 18 quarters since.
  • Clear Investment Research's NextEra Energy position peaked at $27.8K in Q4 2023.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.