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ICW Investment Advisors’s NextEra Energy NEE Stock Holding History

ICW Investment 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 		$2.37M Buy
25,489
+2,040
+9% +$181K 0.86% 43
2025
Q4 		$1.88M Buy
23,449
+344
+1% +$28.5K 0.68% 52
2025
Q3 		$1.74M Buy
23,105
+971
+4% +$70.9K 0.63% 59
2025
Q2 		$1.54M Buy
22,134
+812
+4% +$56.4K 0.61% 68
2025
Q1 		$1.51M Buy
21,322
+337
+2% +$23.8K 0.62% 67
2024
Q4 		$1.5M Buy
20,985
+655
+3% +$50.9K 0.63% 67
2024
Q3 		$1.72M Buy
20,330
+316
+2% +$24.7K 0.72% 59
2024
Q2 		$1.42M Sell
20,014
-466
-2% -$33.1K 0.64% 61
2024
Q1 		$1.31M Buy
20,480
+933
+5% +$54.7K 0.58% 72
2023
Q4 		$1.19M Buy
19,547
+649
+3% +$37K 0.58% 70
2023
Q3 		$1.08M Buy
18,898
+1,659
+10% +$115K 0.58% 69
2023
Q2 		$1.28M Buy
17,239
+460
+3% +$34.8K 0.69% 64
2023
Q1 		$1.29M Buy
16,779
+550
+3% +$42.3K 0.73% 58
2022
Q4 		$1.36M Buy
16,229
+171
+1% +$13.8K 0.81% 53
2022
Q3 		$1.26M Buy
16,058
+64
+0.4% +$5.43K 0.85% 53
2022
Q2 		$1.24M Sell
15,994
-15
-0.1% -$1.14K 0.79% 55
2022
Q1 		$1.36M Buy
16,009
+16
+0.1% +$1.28K 0.78% 56
2021
Q4 		$1.49M Buy
15,993
+249
+2% +$21.5K 0.83% 53
2021
Q3 		$1.24M Buy
15,744
+9
+0.1% +$726 0.8% 55
2021
Q2 		$1.15M Buy
15,735
+128
+0.8% +$9.61K 0.75% 58
2021
Q1 		$1.18M Buy
15,607
+59
+0.4% +$4.61K 0.81% 57
2020
Q4 		$1.18M Sell
15,548
-496
-3% -$37.1K 0.85% 51
2020
Q3 		$1.11M Buy
16,044
+112
+0.7% +$7.73K 0.83% 53
2020
Q2 		$957K Sell
15,932
-64
-0.4% -$3.83K 0.78% 56
2020
Q1 		$962K Buy
15,996
+516
+3% +$32.4K 0.91% 51
2019
Q4 		$937K Buy
+15,480
New +$904K 0.76% 60

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

ICW Investment Advisors's NEE Position: Q1 2026 in Review

ICW Investment Advisors increased its NextEra Energy (NEE) stake by 8.7% in Q1 2026, buying an estimated $181K and bringing the position to 25,489 shares worth $2.37M. The position accounts for 0.86% of the portfolio, ranked #43.

ICW Investment Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • ICW Investment Advisors held 25,489 shares of NextEra Energy worth $2.37M as of Q1 2026.
  • ICW Investment Advisors bought 2,040 NextEra Energy shares in Q1 2026, an estimated $181K.
  • NextEra Energy made up 0.86% of ICW Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • ICW Investment Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.