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Evolve Private Wealth’s NextEra Energy NEE Stock Holding History

Evolve Private Wealth’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 		$1.5M Buy
16,127
+5,510
+52% +$490K 0.08% 238
2025
Q4 		$852K Buy
+10,617
New +$879K 0.05% 348

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Evolve Private Wealth's NEE Position: Q1 2026 in Review

Evolve Private Wealth increased its NextEra Energy (NEE) stake by 52% in Q1 2026, buying an estimated $490K and bringing the position to 16,127 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #238.

Evolve Private Wealth first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Evolve Private Wealth held 16,127 shares of NextEra Energy worth $1.5M as of Q1 2026.
  • Evolve Private Wealth bought 5,510 NextEra Energy shares in Q1 2026, an estimated $490K.
  • NextEra Energy made up 0.08% of Evolve Private Wealth's portfolio in Q1 2026, its #238 holding.
  • Evolve Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.