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Eagle Bay Advisors’s NextEra Energy NEE Stock Holding History

Eagle Bay 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 		– Sell
-3,610
Closed -$290K – 216
2025
Q4 		$290K Sell
3,610
-10
-0.3% -$828 0.21% 84
2025
Q3 		$273K Sell
3,620
-37
-1% -$2.7K 0.21% 84
2025
Q2 		$254K Sell
3,657
-102
-3% -$7.08K 0.21% 90
2025
Q1 		$267K Sell
3,759
-150
-4% -$10.6K 0.23% 85
2024
Q4 		$280K Buy
3,909
+99
+3% +$7.69K 0.18% 86
2024
Q3 		$322K Sell
3,810
-297
-7% -$23.2K 0.12% 126
2024
Q2 		$291K Sell
4,107
-359
-8% -$25.5K 0.18% 86
2024
Q1 		$285K Buy
4,466
+177
+4% +$10.4K 0.18% 95
2023
Q4 		$260K Sell
4,289
-340
-7% -$19.4K 0.16% 100
2023
Q3 		$265K Buy
4,629
+3,487
+305% +$241K 0.12% 112
2023
Q2 		$84.7K Buy
1,142
+594
+108% +$45K 0.05% 253
2023
Q1 		$42.2K Sell
548
-6
-1% -$461 0.02% 417
2022
Q4 		$46.3K Buy
554
+24
+5% +$1.94K 0.03% 395
2022
Q3 		$41K Sell
530
-4
-0.7% -$339 0.03% 382
2022
Q2 		$41.4K Buy
+534
New +$40.7K 0.03% 407
2022
Q1 		– Sell
-628
Closed -$59K – 712
2021
Q4 		$59K Sell
628
-413
-40% -$35.7K 0.04% 333
2021
Q3 		$81K Sell
1,041
-109
-9% -$8.79K 0.05% 293
2021
Q2 		$88K Buy
+1,150
New +$86.3K 0.07% 175

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Bay Advisors's NEE Position: Q1 2026 in Review

Eagle Bay Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,610 shares — an estimated $290K sold.

Eagle Bay Advisors first reported a position in NEE in Q2 2021 and held it in 18 quarters. The position peaked at $322K in Q3 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Eagle Bay Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 3,610 NextEra Energy shares in Q1 2026, an estimated $290K.
  • Eagle Bay Advisors first reported a position in NextEra Energy in Q2 2021 and held it in 18 quarters.
  • Eagle Bay Advisors's NextEra Energy position peaked at $322K in Q3 2024.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.