Evelyn Partners Asset Management’s NextEra Energy NEE Stock Holding History

Evelyn Partners 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	$404K	Hold	4,352	–	–	0.1%	81
2025 Q4	$349K	Hold	4,352	–	–	0.08%	86
2025 Q3	$329K	Hold	4,352	–	–	0.07%	83
2025 Q2	$302K	Sell	4,352 -115	-3%	-$7.99K	0.08%	81
2025 Q1	$317K	Hold	4,467	–	–	0.09%	79
2024 Q4	$320K	Buy	+4,467	New	+$347K	0.09%	81

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

Evelyn Partners Asset Management's NEE Position: Q1 2026 in Review

Evelyn Partners Asset Management held its NextEra Energy (NEE) position steady in Q1 2026 at 4,352 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #81.

Evelyn Partners Asset Management first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Evelyn Partners Asset Management held 4,352 shares of NextEra Energy worth $404K as of Q1 2026.
Evelyn Partners Asset Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.1% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #81 holding.
Evelyn Partners Asset Management first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.