GIA
NEE icon

Gladstone Institutional Advisory’s NextEra Energy NEE Stock Holding History

Gladstone Institutional Advisory’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 		$4.24M Sell
45,602
-2,811
-6% -$250K 0.16% 147
2025
Q4 		$3.89M Sell
48,413
-2,875
-6% -$238K 0.15% 150
2025
Q3 		$3.87M Buy
51,288
+586
+1% +$42.8K 0.15% 149
2025
Q2 		$3.52M Sell
50,702
-1,681
-3% -$117K 0.15% 159
2025
Q1 		$3.71M Buy
52,383
+2,899
+6% +$205K 0.17% 140
2024
Q4 		$3.55M Buy
49,484
+2,998
+6% +$233K 0.16% 149
2024
Q3 		$3.93M Sell
46,486
-11,840
-20% -$924K 0.19% 129
2024
Q2 		$4.13M Sell
58,326
-1,914
-3% -$136K 0.22% 126
2024
Q1 		$3.85M Sell
60,240
-21,473
-26% -$1.26M 0.21% 130
2023
Q4 		$4.96M Buy
81,713
+175
+0.2% +$9.97K 0.28% 94
2023
Q3 		$4.67M Sell
81,538
-43,668
-35% -$3.02M 0.3% 80
2023
Q2 		$9.29M Buy
125,206
+13,097
+12% +$992K 0.57% 32
2023
Q1 		$8.64M Buy
112,109
+62,513
+126% +$4.81M 0.56% 33
2022
Q4 		$4.15M Sell
49,596
-14,405
-23% -$1.16M 0.29% 100
2022
Q3 		$5.02M Buy
64,001
+18,977
+42% +$1.61M 0.39% 56
2022
Q2 		$3.49M Sell
45,024
-19,344
-30% -$1.47M 0.28% 88
2022
Q1 		$5.45M Buy
64,368
+14,600
+29% +$1.17M 0.37% 60
2021
Q4 		$4.65M Buy
49,768
+8,878
+22% +$767K 0.36% 77
2021
Q3 		$3.21M Buy
40,890
+27,327
+201% +$2.2M 0.31% 84
2021
Q2 		$994K Buy
13,563
+4,919
+57% +$369K 0.12% 189
2021
Q1 		$654K Buy
8,644
+5,362
+163% +$418K 0.1% 200
2020
Q4 		$253K Sell
3,282
-50
-2% -$3.74K 0.05% 255
2020
Q3 		$231K Buy
+3,332
New +$230K 0.06% 237
2020
Q2 		– Sell
-4,376
Closed -$263K – 282
2020
Q1 		$263K Sell
4,376
-308
-7% -$19.4K 0.07% 212
2019
Q4 		$283K Sell
4,684
-188
-4% -$11K 0.07% 198
2019
Q3 		$284K Buy
+4,872
New +$264K 0.07% 216

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

Gladstone Institutional Advisory's NEE Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its NextEra Energy (NEE) stake by 5.8% in Q1 2026, selling an estimated $250K and leaving 45,602 shares worth $4.24M. The position accounts for 0.16% of the portfolio, ranked #147.

Gladstone Institutional Advisory first reported a position in NEE in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.29M in Q2 2023. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Gladstone Institutional Advisory held 45,602 shares of NextEra Energy worth $4.24M as of Q1 2026.
  • Gladstone Institutional Advisory sold 2,811 NextEra Energy shares in Q1 2026, an estimated $250K.
  • NextEra Energy made up 0.16% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #147 holding.
  • Gladstone Institutional Advisory first reported a position in NextEra Energy in Q3 2019 and has held it in 26 quarters since.
  • Gladstone Institutional Advisory's NextEra Energy position peaked at $9.29M in Q2 2023.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.