Custom Index Systems’s NextEra Energy NEE Stock Holding History

Custom Index Systems’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	$967K	Buy	10,416 +2,265	+28%	+$201K	0.42%	59
2025 Q4	$654K	Sell	8,151 -2,333	-22%	-$193K	0.29%	102
2025 Q3	$791K	Buy	10,484 +3,618	+53%	+$264K	0.24%	116
2025 Q2	$477K	Buy	+6,866	New	+$477K	0.23%	143

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

Custom Index Systems's NEE Position: Q1 2026 in Review

Custom Index Systems increased its NextEra Energy (NEE) stake by 28% in Q1 2026, buying an estimated $201K and bringing the position to 10,416 shares worth $967K. The position accounts for 0.42% of the portfolio, ranked #59.

Custom Index Systems first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Custom Index Systems held 10,416 shares of NextEra Energy worth $967K as of Q1 2026.
Custom Index Systems bought 2,265 NextEra Energy shares in Q1 2026, an estimated $201K.
NextEra Energy made up 0.42% of Custom Index Systems's portfolio in Q1 2026, its #59 holding.
Custom Index Systems first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.