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FSA Advisors’s NextEra Energy NEE Stock Holding History

FSA 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 		$351K Sell
3,775
-24,220
-87% -$2.15M 0.23% 129
2025
Q4 		$299K Buy
27,995
+24,330
+664% +$2.02M 0.21% 130
2025
Q3 		$277K Sell
3,665
-162
-4% -$11.8K 0.22% 117
2025
Q2 		$266K Sell
3,827
-66
-2% -$4.58K 0.22% 137
2025
Q1 		$276K Sell
3,893
-220
-5% -$15.5K 0.22% 139
2024
Q4 		$295K Buy
+4,113
New +$320K 0.36% 99

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

FSA Advisors's NEE Position: Q1 2026 in Review

FSA Advisors reduced its NextEra Energy (NEE) stake by 87% in Q1 2026, selling an estimated $2.15M and leaving 3,775 shares worth $351K. The position accounts for 0.23% of the portfolio, ranked #129.

FSA Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • FSA Advisors held 3,775 shares of NextEra Energy worth $351K as of Q1 2026.
  • FSA Advisors sold 24,220 NextEra Energy shares in Q1 2026, an estimated $2.15M.
  • NextEra Energy made up 0.23% of FSA Advisors's portfolio in Q1 2026, its #129 holding.
  • FSA Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.