Continuum Advisory’s NextEra Energy NEE Stock Holding History

Continuum 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	$1.39M	Sell	14,967 -1,338	-8%	-$119K	0.13%	148
2025 Q4	$1.31M	Sell	16,305 -448	-3%	-$37.1K	0.13%	150
2025 Q3	$1.26M	Buy	16,753 +2,791	+20%	+$204K	0.13%	145
2025 Q2	$969K	Buy	13,962 +879	+7%	+$61.1K	0.12%	170
2025 Q1	$927K	Sell	13,083 -553	-4%	-$39K	0.12%	155
2024 Q4	$978K	Sell	13,636 -665	-5%	-$51.7K	0.13%	153
2024 Q3	$1.08M	Buy	14,301 +1,416	+11%	+$111K	0.14%	152
2024 Q2	$912K	Sell	12,885 -200	-2%	-$14.2K	0.13%	161
2024 Q1	$976K	Sell	13,085 -3,704	-22%	-$217K	0.15%	155
2023 Q4	$1.02M	Buy	16,789 +1,902	+13%	+$108K	0.15%	169
2023 Q3	$853K	Buy	14,887 +437	+3%	+$30.3K	0.14%	185
2023 Q2	$1.07M	Sell	14,450 -31,091	-68%	-$2.35M	0.17%	152
2023 Q1	$3.51M	Buy	45,541 +11,218	+33%	+$863K	0.6%	31
2022 Q4	$2.87M	Buy	34,323 +3,105	+10%	+$251K	0.52%	48
2022 Q3	$2.45M	Buy	31,218 +6,595	+27%	+$559K	0.43%	49
2022 Q2	$1.91M	Buy	24,623 +3,174	+15%	+$242K	0.35%	76
2022 Q1	$1.52M	Buy	21,449 +13,092	+157%	+$1.05M	0.29%	95
2021 Q4	$780K	Sell	8,357 -200	-2%	-$17.3K	0.18%	131
2021 Q3	$672K	Buy	8,557 +475	+6%	+$38.3K	0.18%	126
2021 Q2	$592K	Buy	+8,082	New	+$607K	0.18%	124

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

Continuum Advisory's NEE Position: Q1 2026 in Review

Continuum Advisory reduced its NextEra Energy (NEE) stake by 8.2% in Q1 2026, selling an estimated $119K and leaving 14,967 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #148.

Continuum Advisory first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.51M in Q1 2023. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Continuum Advisory held 14,967 shares of NextEra Energy worth $1.39M as of Q1 2026.
Continuum Advisory sold 1,338 NextEra Energy shares in Q1 2026, an estimated $119K.
NextEra Energy made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #148 holding.
Continuum Advisory first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
Continuum Advisory's NextEra Energy position peaked at $3.51M in Q1 2023.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.