First Command Advisory Services’s NextEra Energy NEE Stock Holding History

First Command Advisory Services’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	$885K	Buy	9,524 +59	+0.6%	+$5.25K	0.01%	96
2025 Q4	$760K	Buy	9,465 +505	+6%	+$41.8K	0.01%	102
2025 Q3	$676K	Sell	8,960 -725	-7%	-$53K	﹤0.01%	113
2025 Q2	$672K	Sell	9,685 -1,509	-13%	-$105K	0.01%	102
2025 Q1	$794K	Sell	11,194 -1,194	-10%	-$84.3K	0.01%	92
2024 Q4	$888K	Sell	12,388 -2,968	-19%	-$231K	0.01%	78
2024 Q3	$1.3M	Buy	15,356 +6,231	+68%	+$486K	0.01%	62
2024 Q2	$646K	Sell	9,125 -1,385	-13%	-$98.3K	0.01%	90
2024 Q1	$672K	Sell	10,510 -120	-1%	-$7.03K	0.01%	90
2023 Q4	$646K	Sell	10,630 -486	-4%	-$27.7K	0.01%	84
2023 Q3	$637K	Buy	+11,116	New	+$770K	0.01%	82
2023 Q2	–	Sell	-16	Closed	–	–	138
2023 Q1	$0	Sell	16 -44	-73%	-$3.38K	﹤0.01%	192
2022 Q4	$0	Buy	+60	New	+$4.85K	﹤0.01%	154
2022 Q3	–	Sell	-58	Closed	–	–	115
2022 Q2	$0	Buy	+58	New	+$4.42K	﹤0.01%	122
2022 Q1	–	Sell	-375	Closed	–	–	89
2021 Q4	$0	Buy	375 +331	+752%	+$28.6K	﹤0.01%	146
2021 Q3	$0	Buy	+44	New	+$3.55K	﹤0.01%	154

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

First Command Advisory Services's NEE Position: Q1 2026 in Review

First Command Advisory Services increased its NextEra Energy (NEE) stake by 0.62% in Q1 2026, buying an estimated $5.25K and bringing the position to 9,524 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #96.

First Command Advisory Services first reported a position in NEE in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

First Command Advisory Services held 9,524 shares of NextEra Energy worth $885K as of Q1 2026.
First Command Advisory Services bought 59 NextEra Energy shares in Q1 2026, an estimated $5.25K.
NextEra Energy made up 0.01% of First Command Advisory Services's portfolio in Q1 2026, its #96 holding.
First Command Advisory Services first reported a position in NextEra Energy in Q3 2021 and has held it in 16 quarters since.
First Command Advisory Services's NextEra Energy position peaked at $1.3M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.