Icon Wealth Advisors’s NextEra Energy NEE Stock Holding History

Icon Wealth 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	$3.91M	Sell	41,487 -539	-1%	-$47.9K	0.25%	64
2025 Q4	$3.38M	Buy	42,026 +1,547	+4%	+$128K	0.23%	69
2025 Q3	$3.06M	Sell	40,479 -2,126	-5%	-$155K	0.21%	77
2025 Q2	$2.96M	Sell	42,605 -297	-0.7%	-$20.6K	0.21%	80
2025 Q1	$3.04M	Buy	42,902 +541	+1%	+$38.2K	0.25%	76
2024 Q4	$3.04M	Buy	42,361 +167	+0.4%	+$13K	0.25%	76
2024 Q3	$3.57M	Sell	42,194 -313	-0.7%	-$24.4K	0.3%	65
2024 Q2	$3.25M	Buy	42,507 +6,842	+19%	+$485K	0.29%	64
2024 Q1	$2.28M	Sell	35,665 -5,333	-13%	-$312K	0.21%	87
2023 Q4	$2.49M	Buy	+40,998	New	+$2.34M	0.26%	78
2022 Q4	$5.71M	Buy	68,329 +722	+1%	+$58.3K	0.66%	34
2022 Q3	$5.3M	Buy	+67,607	New	+$5.74M	0.64%	34

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 Wealth Advisors's NEE Position: Q1 2026 in Review

Icon Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.3% in Q1 2026, selling an estimated $47.9K and leaving 41,487 shares worth $3.91M. The position accounts for 0.25% of the portfolio, ranked #64.

Icon Wealth Advisors first reported a position in NEE in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.71M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Icon Wealth Advisors held 41,487 shares of NextEra Energy worth $3.91M as of Q1 2026.
Icon Wealth Advisors sold 539 NextEra Energy shares in Q1 2026, an estimated $47.9K.
NextEra Energy made up 0.25% of Icon Wealth Advisors's portfolio in Q1 2026, its #64 holding.
Icon Wealth Advisors first reported a position in NextEra Energy in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's NextEra Energy position peaked at $5.71M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.