eCIO Inc’s NextEra Energy NEE Stock Holding History

eCIO Inc’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	-2,964	Closed	-$238K	–	135
2025 Q4	$238K	Sell	2,964 -238	-7%	-$19.7K	0.11%	42
2025 Q3	$242K	Sell	3,202 -463	-13%	-$33.8K	0.09%	50
2025 Q2	$254K	Sell	3,665 -34	-0.9%	-$2.36K	0.11%	44
2025 Q1	$262K	Buy	+3,699	New	+$261K	0.09%	84

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

eCIO Inc's NEE Position: Q1 2026 in Review

eCIO Inc sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,964 shares — an estimated $238K sold.

eCIO Inc first reported a position in NEE in Q1 2025 and held it in 4 quarters. The position peaked at $262K in Q1 2025. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

eCIO Inc reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 2,964 NextEra Energy shares in Q1 2026, an estimated $238K.
eCIO Inc first reported a position in NextEra Energy in Q1 2025 and held it in 4 quarters.
eCIO Inc's NextEra Energy position peaked at $262K in Q1 2025.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.