HP
NEE icon

Holistic Planning’s NextEra Energy NEE Stock Holding History

Holistic Planning’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 		$339K Buy
3,649
+73
+2% +$6.49K 0.07% 226
2025
Q4 		$287K Buy
3,576
+568
+19% +$47K 0.06% 224
2025
Q3 		$227K Buy
+3,008
New +$220K 0.06% 209

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

Holistic Planning's NEE Position: Q1 2026 in Review

Holistic Planning increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $6.49K and bringing the position to 3,649 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #226.

Holistic Planning first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Holistic Planning held 3,649 shares of NextEra Energy worth $339K as of Q1 2026.
  • Holistic Planning bought 73 NextEra Energy shares in Q1 2026, an estimated $6.49K.
  • NextEra Energy made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #226 holding.
  • Holistic Planning first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.