Fiduciary Family Office’s NextEra Energy NEE Stock Holding History

Fiduciary Family Office’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	$1.34M	Buy	14,459 +3,674	+34%	+$327K	0.38%	53
2025 Q4	$866K	Buy	10,785 +687	+7%	+$56.9K	0.25%	75
2025 Q3	$762K	Sell	10,098 -1,603	-14%	-$117K	0.22%	95
2025 Q2	$812K	Buy	11,701 +874	+8%	+$60.7K	0.27%	74
2025 Q1	$768K	Buy	+10,827	New	+$764K	0.26%	86
2024 Q4	–	Sell	-13,496	Closed	-$1.14M	–	191
2024 Q3	$1.14M	Buy	13,496 +139	+1%	+$10.8K	0.38%	58
2024 Q2	$946K	Sell	13,357 -1,321	-9%	-$93.7K	0.37%	68
2024 Q1	$938K	Buy	14,678 +5,675	+63%	+$332K	0.37%	73
2023 Q4	$547K	Buy	+9,003	New	+$513K	0.24%	108

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

Fiduciary Family Office's NEE Position: Q1 2026 in Review

Fiduciary Family Office increased its NextEra Energy (NEE) stake by 34% in Q1 2026, buying an estimated $327K and bringing the position to 14,459 shares worth $1.34M. The position accounts for 0.38% of the portfolio, ranked #53.

Fiduciary Family Office first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Fiduciary Family Office held 14,459 shares of NextEra Energy worth $1.34M as of Q1 2026.
Fiduciary Family Office bought 3,674 NextEra Energy shares in Q1 2026, an estimated $327K.
NextEra Energy made up 0.38% of Fiduciary Family Office's portfolio in Q1 2026, its #53 holding.
Fiduciary Family Office first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.