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Fiduciary Group’s NextEra Energy NEE Stock Holding History

Fiduciary Group’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 		$843K Hold
9,074
– – 0.07% 171
2025
Q4 		$728K Sell
9,074
-30
-0.3% -$2.48K 0.06% 176
2025
Q3 		$687K Buy
9,104
+1,178
+15% +$86.1K 0.06% 182
2025
Q2 		$550K Sell
7,926
-140
-2% -$9.72K 0.05% 189
2025
Q1 		$572K Sell
8,066
-192
-2% -$13.6K 0.06% 183
2024
Q4 		$592K Sell
8,258
-130
-2% -$10.1K 0.06% 181
2024
Q3 		$709K Sell
8,388
-22
-0.3% -$1.72K 0.07% 170
2024
Q2 		$596K Sell
8,410
-225
-3% -$16K 0.06% 176
2024
Q1 		$552K Buy
8,635
+340
+4% +$19.9K 0.06% 177
2023
Q4 		$504K Sell
8,295
-2,324
-22% -$132K 0.06% 178
2023
Q3 		$608K Sell
10,619
-147
-1% -$10.2K 0.08% 147
2023
Q2 		$799K Sell
10,766
-392
-4% -$29.7K 0.1% 129
2023
Q1 		$860K Buy
11,158
+194
+2% +$14.9K 0.11% 125
2022
Q4 		$917K Sell
10,964
-40
-0.4% -$3.23K 0.12% 122
2022
Q3 		$916K Sell
11,004
-104
-0.9% -$8.82K 0.12% 117
2022
Q2 		$993K Buy
11,108
+975
+10% +$74.2K 0.12% 116
2022
Q1 		$711K Buy
10,133
+80
+0.8% +$6.41K 0.09% 126
2021
Q4 		$939K Buy
10,053
+165
+2% +$14.3K 0.1% 119
2021
Q3 		$845K Buy
9,888
+82
+0.8% +$6.61K 0.1% 119
2021
Q2 		$783K Buy
9,806
+234
+2% +$17.6K 0.09% 124
2021
Q1 		$742K Buy
9,572
+2,040
+27% +$159K 0.09% 126
2020
Q4 		$632K Sell
7,532
-32,104
-81% -$2.4M 0.08% 130
2020
Q3 		$2.75M Buy
39,636
+92
+0.2% +$6.35K 0.42% 55
2020
Q2 		$2.37M Hold
39,544
– – 0.4% 55
2020
Q1 		$2.38M Sell
39,544
-80
-0.2% -$5.03K 0.47% 49
2019
Q4 		$2.4M Sell
39,624
-100
-0.3% -$5.84K 0.38% 57
2019
Q3 		$2.31M Hold
39,724
– – 0.4% 56
2019
Q2 		$2.03M Hold
39,724
– – 0.37% 58
2019
Q1 		$1.92M Buy
39,724
+1,124
+3% +$51.4K 0.36% 61
2018
Q4 		$1.68M Sell
38,600
-336
-0.9% -$14.7K 0.35% 61
2018
Q3 		$1.63M Hold
38,936
– – 0.32% 70
2018
Q2 		$1.63M Buy
38,936
+336
+0.9% +$13.6K 0.34% 66
2018
Q1 		$1.58M Hold
38,600
– – 0.34% 71
2017
Q4 		$1.51M Hold
38,600
– – 0.32% 76
2017
Q3 		$1.41M Hold
38,600
– – 0.32% 75
2017
Q2 		$1.35M Hold
38,600
– – 0.31% 79
2017
Q1 		$1.24M Hold
38,600
– – 0.29% 80
2016
Q4 		$1.15M Sell
38,600
-976
-2% -$29.2K 0.3% 80
2016
Q3 		$1.21M Sell
39,576
-1,016
-3% -$32K 0.33% 78
2016
Q2 		$1.32M Sell
40,592
-652
-2% -$19.6K 0.37% 73
2016
Q1 		$1.22M Sell
41,244
-2,916
-7% -$81.9K 0.35% 75
2015
Q4 		$1.15M Sell
44,160
-1,196
-3% -$30.3K 0.34% 77
2015
Q3 		$1.11M Buy
45,356
+8
+0% +$203 0.37% 84
2015
Q2 		$1.11M Buy
+45,348
New +$1.15M 0.35% 88

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

Fiduciary Group's NEE Position: Q1 2026 in Review

Fiduciary Group held its NextEra Energy (NEE) position steady in Q1 2026 at 9,074 shares worth $843K. The position accounts for 0.07% of the portfolio, ranked #171.

Fiduciary Group first reported a position in NEE in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.75M in Q3 2020. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Fiduciary Group held 9,074 shares of NextEra Energy worth $843K as of Q1 2026.
  • Fiduciary Group left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.07% of Fiduciary Group's portfolio in Q1 2026, its #171 holding.
  • Fiduciary Group first reported a position in NextEra Energy in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's NextEra Energy position peaked at $2.75M in Q3 2020.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.