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

Evelyn Partners Investment 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	$43.1M	Buy	463,794 +58,179	+14%	+$5.17M	1.17%	19
2025 Q4	$32.6M	Buy	405,615 +52,230	+15%	+$4.33M	0.9%	29
2025 Q3	$26.7M	Sell	353,385 -11,109	-3%	-$812K	0.76%	34
2025 Q2	$25.3M	Buy	364,494 +15,685	+4%	+$1.09M	0.77%	32
2025 Q1	$24.7M	Buy	348,809 +1,276	+0.4%	+$90.1K	0.82%	30
2024 Q4	$24.9M	Buy	+347,533	New	+$27M	0.81%	32

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's NEE Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its NextEra Energy (NEE) stake by 14% in Q1 2026, buying an estimated $5.17M and bringing the position to 463,794 shares worth $43.1M. The position accounts for 1.17% of the portfolio, ranked #19.

Evelyn Partners Investment 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 Investment Management held 463,794 shares of NextEra Energy worth $43.1M as of Q1 2026.
Evelyn Partners Investment Management bought 58,179 NextEra Energy shares in Q1 2026, an estimated $5.17M.
NextEra Energy made up 1.17% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #19 holding.
Evelyn Partners Investment 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 Investment Management's 13F filing for Q1 2026, filed 15 May 2026.