Icon Advisers’s NextEra Energy NEE Stock Holding History

Icon Advisers’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	$1.28M	Hold	13,762	–	–	0.3%	112
2025 Q4	$1.1M	Hold	13,762	–	–	0.24%	136
2025 Q3	$1.04M	Hold	13,762	–	–	0.23%	130
2025 Q2	$955K	Sell	13,762 -3,738	-21%	-$260K	0.22%	137
2025 Q1	$1.24M	Hold	17,500	–	–	0.29%	121
2024 Q4	$1.25M	Hold	17,500	–	–	0.28%	124
2024 Q3	$1.48M	Sell	17,500 -1,900	-10%	-$148K	0.31%	121
2024 Q2	$1.36M	Sell	19,400 -6,400	-25%	-$454K	0.31%	118
2024 Q1	$1.64M	Hold	25,800	–	–	0.36%	116
2023 Q4	$1.57M	Hold	25,800	–	–	0.36%	109
2023 Q3	$1.48M	Hold	25,800	–	–	0.37%	110
2023 Q2	$1.91M	Hold	25,800	–	–	0.49%	89
2023 Q1	$1.99M	Sell	25,800 -35,000	-58%	-$2.69M	0.51%	81
2022 Q4	$5.08M	Sell	60,800 -500	-0.8%	-$40.4K	1.3%	19
2022 Q3	$4.81M	Sell	61,300 -9,000	-13%	-$764K	1.31%	17
2022 Q2	$5.45M	Buy	70,300 +44,000	+167%	+$3.35M	1.26%	15
2022 Q1	$2.23M	Hold	26,300	–	–	0.38%	105
2021 Q4	$2.46M	Hold	26,300	–	–	0.39%	99
2021 Q3	$2.06M	Buy	26,300 +8,900	+51%	+$718K	0.35%	112
2021 Q2	$1.27M	Buy	17,400 +5,800	+50%	+$435K	0.21%	137
2021 Q1	$877K	Hold	11,600	–	–	0.14%	156
2020 Q4	$895K	Sell	11,600 -10,800	-48%	-$808K	0.16%	147
2020 Q3	$1.55M	Sell	22,400 -25,600	-53%	-$1.77M	0.31%	112
2020 Q2	$2.88M	Hold	48,000	–	–	0.56%	56
2020 Q1	$2.89M	Hold	48,000	–	–	0.63%	47
2019 Q4	$2.91M	Buy	48,000 +5,600	+13%	+$327K	0.41%	86
2019 Q3	$2.47M	Hold	42,400	–	–	0.36%	91
2019 Q2	$2.17M	Sell	42,400 -3,600	-8%	-$177K	0.2%	120
2019 Q1	$2.22M	Sell	46,000 -14,800	-24%	-$677K	0.22%	111
2018 Q4	$2.64M	Buy	60,800 +24,000	+65%	+$1.05M	0.28%	98
2018 Q3	$1.54M	Buy	36,800 +16,800	+84%	+$715K	0.13%	161
2018 Q2	$835K	Buy	+20,000	New	+$808K	0.06%	225
2017 Q4	–	Sell	-104,000	Closed	-$3.81M	–	394
2017 Q3	$3.81M	Hold	104,000	–	–	0.27%	120
2017 Q2	$3.64M	Sell	104,000 -51,600	-33%	-$1.76M	0.25%	128
2017 Q1	$4.99M	Sell	155,600 -28,400	-15%	-$893K	0.34%	100
2016 Q4	$5.5M	Buy	184,000 +128,400	+231%	+$3.84M	0.37%	93
2016 Q3	$1.7M	Hold	55,600	–	–	0.11%	226
2016 Q2	$1.81M	Sell	55,600 -14,800	-21%	-$444K	0.12%	201
2016 Q1	$2.08M	Buy	70,400 +22,000	+45%	+$618K	0.15%	172
2015 Q4	$1.26M	Buy	+48,400	New	+$1.22M	0.09%	208
2015 Q2	–	Sell	-18,800	Closed	-$489K	–	366
2015 Q1	$489K	Sell	18,800 -12,000	-39%	-$317K	0.03%	306
2014 Q4	$818K	Hold	30,800	–	–	0.05%	243
2014 Q3	$723K	Sell	30,800 -26,400	-46%	-$637K	0.04%	253
2014 Q2	$1.47M	Buy	57,200 +10,000	+21%	+$243K	0.09%	173
2014 Q1	$1.13M	Hold	47,200	–	–	0.08%	186
2013 Q4	$1.01M	Hold	47,200	–	–	0.07%	180
2013 Q3	$946K	Buy	47,200 +12,800	+37%	+$264K	0.07%	203
2013 Q2	$701K	Buy	+34,400	New	+$683K	0.05%	256

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

Icon Advisers's NEE Position: Q1 2026 in Review

Icon Advisers held its NextEra Energy (NEE) position steady in Q1 2026 at 13,762 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #112.

Icon Advisers first reported a position in NEE in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.5M in Q4 2016. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Icon Advisers held 13,762 shares of NextEra Energy worth $1.28M as of Q1 2026.
Icon Advisers left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.3% of Icon Advisers's portfolio in Q1 2026, its #112 holding.
Icon Advisers first reported a position in NextEra Energy in Q2 2013 and has held it in 48 quarters since.
Icon Advisers's NextEra Energy position peaked at $5.5M in Q4 2016.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Icon Advisers's 13F filing for Q1 2026, filed 13 May 2026.