Financial Engines Advisors
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Financial Engines Advisors’s NextEra Energy NEE Stock Holding History

Financial Engines Advisors’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 		$1.53M Buy
16,507
+631
+4% +$56.1K ﹤0.01% 254
2025
Q4 		$1.27M Buy
15,876
+1,787
+13% +$148K ﹤0.01% 283
2025
Q3 		$1.06M Sell
14,089
-1,222
-8% -$89.3K ﹤0.01% 296
2025
Q2 		$1.06M Buy
15,311
+1,765
+13% +$123K ﹤0.01% 288
2025
Q1 		$960K Buy
13,546
+1,171
+9% +$82.7K ﹤0.01% 260
2024
Q4 		$887K Buy
12,375
+7,418
+150% +$576K ﹤0.01% 271
2024
Q3 		$419K Buy
4,957
+144
+3% +$11.2K ﹤0.01% 296
2024
Q2 		$341K Sell
4,813
-635
-12% -$45.1K ﹤0.01% 292
2024
Q1 		$348K Buy
5,448
+1,013
+23% +$59.3K ﹤0.01% 272
2023
Q4 		$269K Sell
4,435
-5,633
-56% -$321K ﹤0.01% 276
2023
Q3 		$577K Buy
10,068
+5,767
+134% +$399K ﹤0.01% 196
2023
Q2 		$319K Buy
4,301
+236
+6% +$17.9K ﹤0.01% 236
2023
Q1 		$313K Sell
4,065
-800
-16% -$61.5K ﹤0.01% 239
2022
Q4 		$407K Buy
4,865
+307
+7% +$24.8K ﹤0.01% 226
2022
Q3 		$357K Sell
4,558
-794
-15% -$67.4K ﹤0.01% 224
2022
Q2 		$414K Buy
5,352
+972
+22% +$74K ﹤0.01% 219
2022
Q1 		$371K Sell
4,380
-239
-5% -$19.2K ﹤0.01% 228
2021
Q4 		$431K Sell
4,619
-733
-14% -$63.3K ﹤0.01% 173
2021
Q3 		$420K Sell
5,352
-1,117
-17% -$90.1K ﹤0.01% 184
2021
Q2 		$474K Buy
6,469
+353
+6% +$26.5K ﹤0.01% 145
2021
Q1 		$462K Buy
6,116
+891
+17% +$69.5K ﹤0.01% 166
2020
Q4 		$403K Sell
5,225
-3,875
-43% -$290K ﹤0.01% 177
2020
Q3 		$631K Buy
9,100
+3,212
+55% +$222K ﹤0.01% 144
2020
Q2 		$354K Buy
+5,888
New +$352K ﹤0.01% 152
2017
Q2 		– Sell
-88
Closed -$3K – 109
2017
Q1 		$3K Buy
+88
New +$2.77K ﹤0.01% 83

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

Financial Engines Advisors's NEE Position: Q1 2026 in Review

Financial Engines Advisors increased its NextEra Energy (NEE) stake by 4% in Q1 2026, buying an estimated $56.1K and bringing the position to 16,507 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Financial Engines Advisors first reported a position in NEE in Q1 2017 and has held it in 25 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Financial Engines Advisors held 16,507 shares of NextEra Energy worth $1.53M as of Q1 2026.
  • Financial Engines Advisors bought 631 NextEra Energy shares in Q1 2026, an estimated $56.1K.
  • NextEra Energy made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #254 holding.
  • Financial Engines Advisors first reported a position in NextEra Energy in Q1 2017 and has held it in 25 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.