Glassy Mountain Advisors’s NextEra Energy NEE Stock Holding History

Glassy Mountain 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	$340K	Hold	3,660	–	–	0.11%	53
2025 Q4	$294K	Hold	3,660	–	–	0.09%	56
2025 Q3	$276K	Hold	3,660	–	–	0.08%	59
2025 Q2	$254K	Hold	3,660	–	–	0.08%	56
2025 Q1	$259K	Hold	3,660	–	–	0.09%	54
2024 Q4	$262K	Hold	3,660	–	–	0.09%	53
2024 Q3	$309K	Hold	3,660	–	–	0.11%	53
2024 Q2	$259K	Hold	3,660	–	–	0.1%	50
2024 Q1	$234K	Hold	3,660	–	–	0.09%	52
2023 Q4	$222K	Buy	+3,660	New	+$209K	0.09%	53
2023 Q3	–	Sell	-3,660	Closed	-$272K	–	58
2023 Q2	$272K	Buy	+3,660	New	+$277K	0.12%	53
2023 Q1	–	Sell	-11,276	Closed	-$943K	–	159
2022 Q4	$943K	Buy	+11,276	New	+$911K	0.52%	45
2022 Q2	$921K	Hold	11,892	–	–	0.55%	46
2022 Q1	$1.01M	Hold	11,892	–	–	0.52%	46
2021 Q4	$1.11M	Buy	+11,892	New	+$1.03M	0.57%	44

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

Glassy Mountain Advisors's NEE Position: Q1 2026 in Review

Glassy Mountain Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 3,660 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #53.

Glassy Mountain Advisors first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Glassy Mountain Advisors held 3,660 shares of NextEra Energy worth $340K as of Q1 2026.
Glassy Mountain Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.11% of Glassy Mountain Advisors's portfolio in Q1 2026, its #53 holding.
Glassy Mountain Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
Glassy Mountain Advisors's NextEra Energy position peaked at $1.11M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.