Compass Ion Advisors’s NextEra Energy NEE Stock Holding History

Compass Ion 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	$3.13M	Sell	33,696 -464	-1%	-$41.3K	0.3%	43
2025 Q4	$2.74M	Sell	34,160 -5	-0%	-$414	0.26%	50
2025 Q3	$2.58M	Buy	34,165 +17	+0%	+$1.24K	0.25%	51
2025 Q2	$2.37M	Sell	34,148 -483	-1%	-$33.5K	0.26%	49
2025 Q1	$2.46M	Buy	34,631 +2	+0%	+$141	0.29%	43
2024 Q4	$2.48M	Sell	34,629 -458	-1%	-$35.6K	0.29%	45
2024 Q3	$2.97M	Sell	35,087 -110	-0.3%	-$8.58K	0.36%	36
2024 Q2	$2.25M	Hold	35,197	–	–	0.32%	42
2024 Q1	$2.25M	Sell	35,197 -291	-0.8%	-$17K	0.32%	43
2023 Q4	$2.16M	Buy	35,488 +470	+1%	+$26.8K	0.33%	45
2023 Q3	$2.01M	Buy	+35,018	New	+$2.42M	0.34%	46

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

Compass Ion Advisors's NEE Position: Q1 2026 in Review

Compass Ion Advisors reduced its NextEra Energy (NEE) stake by 1.4% in Q1 2026, selling an estimated $41.3K and leaving 33,696 shares worth $3.13M. The position accounts for 0.3% of the portfolio, ranked #43.

Compass Ion Advisors first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Compass Ion Advisors held 33,696 shares of NextEra Energy worth $3.13M as of Q1 2026.
Compass Ion Advisors sold 464 NextEra Energy shares in Q1 2026, an estimated $41.3K.
NextEra Energy made up 0.3% of Compass Ion Advisors's portfolio in Q1 2026, its #43 holding.
Compass Ion Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.