F/M Investments’s NextEra Energy NEE Stock Holding History

F/M Investments’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	$3.94M	Sell	42,472 -105	-0.2%	-$9.34K	0.26%	77
2025 Q4	$3.42M	Sell	42,577 -166	-0.4%	-$13.7K	0.13%	179
2025 Q3	$3.23M	Sell	42,743 -179	-0.4%	-$13.1K	0.12%	181
2025 Q2	$2.98M	Sell	42,922 -82,044	-66%	-$5.7M	0.11%	191
2025 Q1	$8.86M	Sell	124,966 -5,352	-4%	-$378K	0.35%	62
2024 Q4	$9.34M	Buy	130,318 +19,347	+17%	+$1.5M	0.34%	62
2024 Q3	$9.38M	Sell	110,971 -3,355	-3%	-$262K	0.29%	110
2024 Q2	$8.1M	Buy	+114,326	New	+$8.11M	0.29%	116
2021 Q1	–	Sell	-2,960	Closed	-$228K	–	94
2020 Q4	$228K	Buy	+2,960	New	+$221K	0.2%	50

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

F/M Investments's NEE Position: Q1 2026 in Review

F/M Investments reduced its NextEra Energy (NEE) stake by 0.25% in Q1 2026, selling an estimated $9.34K and leaving 42,472 shares worth $3.94M. The position accounts for 0.26% of the portfolio, ranked #77.

F/M Investments first reported a position in NEE in Q4 2020 and has held it in 9 quarters since. The position peaked at $9.38M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

F/M Investments held 42,472 shares of NextEra Energy worth $3.94M as of Q1 2026.
F/M Investments sold 105 NextEra Energy shares in Q1 2026, an estimated $9.34K.
NextEra Energy made up 0.26% of F/M Investments's portfolio in Q1 2026, its #77 holding.
F/M Investments first reported a position in NextEra Energy in Q4 2020 and has held it in 9 quarters since.
F/M Investments's NextEra Energy position peaked at $9.38M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.