Evelyn Partners Investment Management Services’s NextEra Energy NEE Stock Holding History

Evelyn Partners Investment Management Services’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	$2.83M	Buy	30,436 +4,943	+19%	+$439K	0.33%	57
2025 Q4	$2.05M	Buy	25,493 +15,064	+144%	+$1.25M	0.26%	66
2025 Q3	$787K	Buy	10,429 +8,490	+438%	+$620K	0.11%	94
2025 Q2	$135K	Buy	1,939 +1,045	+117%	+$72.6K	0.02%	135
2025 Q1	$63.4K	Buy	894 +23	+3%	+$1.62K	0.01%	155
2024 Q4	$62.4K	Buy	+871	New	+$67.7K	0.01%	154

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 Investment Management Services's NEE Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its NextEra Energy (NEE) stake by 19% in Q1 2026, buying an estimated $439K and bringing the position to 30,436 shares worth $2.83M. The position accounts for 0.33% of the portfolio, ranked #57.

Evelyn Partners Investment Management Services 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 Investment Management Services held 30,436 shares of NextEra Energy worth $2.83M as of Q1 2026.
Evelyn Partners Investment Management Services bought 4,943 NextEra Energy shares in Q1 2026, an estimated $439K.
NextEra Energy made up 0.33% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #57 holding.
Evelyn Partners Investment Management Services 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 Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.