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Herold Advisors’s NextEra Energy NEE Stock Holding History

Herold 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 		$2.51M Buy
26,990
+3,288
+14% +$292K 0.55% 53
2025
Q4 		$1.9M Buy
23,702
+107
+0.5% +$8.86K 0.43% 64
2025
Q3 		$1.78M Buy
23,595
+892
+4% +$65.2K 0.41% 68
2025
Q2 		$1.58M Sell
22,703
-4,782
-17% -$332K 0.33% 84
2025
Q1 		$1.95M Buy
27,485
+4,455
+19% +$314K 0.43% 68
2024
Q4 		$1.65M Buy
23,030
+189
+0.8% +$14.7K 0.36% 75
2024
Q3 		$1.93M Sell
22,841
-200
-0.9% -$15.6K 0.42% 65
2024
Q2 		$1.63M Hold
23,041
– – 0.38% 70
2024
Q1 		$1.47M Buy
23,041
+463
+2% +$27.1K 0.36% 75
2023
Q4 		$1.37M Buy
22,578
+201
+0.9% +$11.5K 0.38% 79
2023
Q3 		$1.28M Buy
22,377
+1,455
+7% +$101K 0.39% 72
2023
Q2 		$1.55M Buy
20,922
+597
+3% +$45.2K 0.48% 60
2023
Q1 		$1.57M Sell
20,325
-1,400
-6% -$108K 0.54% 56
2022
Q4 		$1.82M Buy
21,725
+1
+0% +$81 0.77% 41
2022
Q3 		$1.7M Buy
21,724
+1
+0% +$85 0.82% 39
2022
Q2 		$1.68M Buy
21,723
+1
+0% +$76 0.75% 39
2022
Q1 		$1.84M Hold
21,722
– – 0.65% 46
2021
Q4 		$2.03M Buy
21,722
+1
+0% +$86 0.79% 38
2021
Q3 		$1.71M Buy
+21,721
New +$1.75M 0.66% 40

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

Herold Advisors's NEE Position: Q1 2026 in Review

Herold Advisors increased its NextEra Energy (NEE) stake by 14% in Q1 2026, buying an estimated $292K and bringing the position to 26,990 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #53.

Herold Advisors first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Herold Advisors held 26,990 shares of NextEra Energy worth $2.51M as of Q1 2026.
  • Herold Advisors bought 3,288 NextEra Energy shares in Q1 2026, an estimated $292K.
  • NextEra Energy made up 0.55% of Herold Advisors's portfolio in Q1 2026, its #53 holding.
  • Herold Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.