Evanson Asset Management’s NextEra Energy NEE Stock Holding History

Evanson Asset Management’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	$386K	Sell	4,159 -123	-3%	-$10.9K	0.02%	219
2025 Q4	$344K	Buy	4,282 +63	+1%	+$5.22K	0.02%	241
2025 Q3	$318K	Buy	4,219 +160	+4%	+$11.7K	0.02%	247
2025 Q2	$282K	Buy	4,059 +12	+0.3%	+$834	0.02%	267
2025 Q1	$287K	Sell	4,047 -288	-7%	-$20.3K	0.02%	244
2024 Q4	$311K	Buy	4,335 +11	+0.3%	+$855	0.02%	235
2024 Q3	$366K	Sell	4,324 -71	-2%	-$5.54K	0.03%	215
2024 Q2	$311K	Sell	4,395 -797	-15%	-$56.5K	0.02%	227
2024 Q1	$332K	Buy	5,192 +1,540	+42%	+$90.2K	0.02%	229
2023 Q4	$222K	Buy	+3,652	New	+$208K	0.02%	266

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

Evanson Asset Management's NEE Position: Q1 2026 in Review

Evanson Asset Management reduced its NextEra Energy (NEE) stake by 2.9% in Q1 2026, selling an estimated $10.9K and leaving 4,159 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #219.

Evanson Asset Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Evanson Asset Management held 4,159 shares of NextEra Energy worth $386K as of Q1 2026.
Evanson Asset Management sold 123 NextEra Energy shares in Q1 2026, an estimated $10.9K.
NextEra Energy made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #219 holding.
Evanson Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.