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Evelyn Partners Investment Management (Europe)’s NextEra Energy NEE Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$136K Hold
1,464
– – 0.05% 97
2025
Q4 		$118K Buy
1,464
+375
+34% +$31.1K 0.04% 104
2025
Q3 		$82.2K Hold
1,089
– – 0.03% 109
2025
Q2 		$75.6K Hold
1,089
– – 0.03% 116
2025
Q1 		$77.2K Sell
1,089
-147
-12% -$10.4K 0.03% 114
2024
Q4 		$88.6K Buy
+1,236
New +$96K 0.03% 104

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s NEE Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its NextEra Energy (NEE) position steady in Q1 2026 at 1,464 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #97.

Evelyn Partners Investment Management (Europe) first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,038 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 1,464 shares of NextEra Energy worth $136K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.05% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #97 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.