Eldridge Investment Advisors’s NextEra Energy NEE Stock Holding History

Eldridge Investment 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	$508K	Buy	5,471 +13	+0.2%	+$1.16K	0.11%	104
2025 Q4	$438K	Buy	5,458 +14	+0.3%	+$1.16K	0.1%	120
2025 Q3	$411K	Buy	5,444 +16	+0.3%	+$1.17K	0.09%	124
2025 Q2	$377K	Buy	5,428 +15	+0.3%	+$1.04K	0.08%	128
2025 Q1	$384K	Buy	5,413 +15	+0.3%	+$1.06K	0.09%	120
2024 Q4	$387K	Buy	5,398 +13	+0.2%	+$1.01K	0.09%	118
2024 Q3	$455K	Buy	5,385 +12	+0.2%	+$936	0.11%	112
2024 Q2	$380K	Buy	5,373 +42	+0.8%	+$2.98K	0.1%	114
2024 Q1	$341K	Buy	5,331 +16	+0.3%	+$937	0.09%	122
2023 Q4	$323K	Buy	5,315 +14	+0.3%	+$798	0.08%	121
2023 Q3	$304K	Buy	5,301 +13	+0.2%	+$900	0.1%	114
2023 Q2	$392K	Buy	5,288 +12	+0.2%	+$908	0.13%	101
2023 Q1	$407K	Buy	5,276 +12	+0.2%	+$923	0.14%	94
2022 Q4	$440K	Buy	5,264 +9	+0.2%	+$727	0.15%	84
2022 Q3	$412K	Buy	5,255 +9	+0.2%	+$764	0.16%	87
2022 Q2	$406K	Buy	5,246 +122	+2%	+$9.29K	0.15%	81
2022 Q1	$434K	Buy	5,124 +10	+0.2%	+$801	0.15%	83
2021 Q4	$477K	Buy	5,114 +8	+0.2%	+$691	0.16%	83
2021 Q3	$401K	Buy	5,106 +8	+0.2%	+$645	0.14%	82
2021 Q2	$374K	Buy	5,098 +9	+0.2%	+$675	0.14%	81
2021 Q1	$385K	Buy	5,089 +9	+0.2%	+$702	0.15%	80
2020 Q4	$392K	Buy	5,080 +8	+0.2%	+$598	0.16%	71
2020 Q3	$352K	Buy	5,072 +8	+0.2%	+$552	0.17%	68
2020 Q2	$304K	Buy	5,064 +12	+0.2%	+$718	0.15%	75
2020 Q1	$304K	Buy	5,052 +12	+0.2%	+$754	0.17%	67
2019 Q4	$305K	Buy	5,040 +8	+0.2%	+$467	0.15%	75
2019 Q3	$293K	Buy	5,032 +8	+0.2%	+$433	0.15%	73
2019 Q2	$257K	Buy	5,024 +12	+0.2%	+$590	0.14%	70
2019 Q1	$242K	Buy	5,012 +12	+0.2%	+$549	0.13%	73
2018 Q4	$217K	Buy	+5,000	New	+$219K	0.13%	75

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

Eldridge Investment Advisors's NEE Position: Q1 2026 in Review

Eldridge Investment Advisors increased its NextEra Energy (NEE) stake by 0.24% in Q1 2026, buying an estimated $1.16K and bringing the position to 5,471 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #104.

Eldridge Investment Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Eldridge Investment Advisors held 5,471 shares of NextEra Energy worth $508K as of Q1 2026.
Eldridge Investment Advisors bought 13 NextEra Energy shares in Q1 2026, an estimated $1.16K.
NextEra Energy made up 0.11% of Eldridge Investment Advisors's portfolio in Q1 2026, its #104 holding.
Eldridge Investment Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.