Estate Planners Group’s NextEra Energy NEE Stock Holding History

Estate Planners Group’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	-152	Closed	-$12.2K	–	298
2025 Q4	$12.2K	Buy	+152	New	+$12.6K	0.01%	262

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

Estate Planners Group's NEE Position: Q1 2026 in Review

Estate Planners Group sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 152 shares — an estimated $12.2K sold.

Estate Planners Group first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $12.2K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Estate Planners Group reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 152 NextEra Energy shares in Q1 2026, an estimated $12.2K.
Estate Planners Group first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
Estate Planners Group's NextEra Energy position peaked at $12.2K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.