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IFC Advisors’s NextEra Energy NEE Stock Holding History

IFC 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 		$5.61M Buy
60,442
+6,438
+12% +$572K 0.8% 25
2025
Q4 		$4.34M Buy
54,004
+2,744
+5% +$227K 0.63% 31
2025
Q3 		$3.87M Sell
51,260
-2,165
-4% -$158K 0.71% 29
2025
Q2 		$3.71M Buy
53,425
+3,572
+7% +$248K 0.69% 29
2025
Q1 		$3.53M Buy
49,853
+7,892
+19% +$557K 0.74% 28
2024
Q4 		$3.01M Buy
+41,961
New +$3.26M 0.66% 31

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

IFC Advisors's NEE Position: Q1 2026 in Review

IFC Advisors increased its NextEra Energy (NEE) stake by 12% in Q1 2026, buying an estimated $572K and bringing the position to 60,442 shares worth $5.61M. The position accounts for 0.8% of the portfolio, ranked #25.

IFC Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • IFC Advisors held 60,442 shares of NextEra Energy worth $5.61M as of Q1 2026.
  • IFC Advisors bought 6,438 NextEra Energy shares in Q1 2026, an estimated $572K.
  • NextEra Energy made up 0.8% of IFC Advisors's portfolio in Q1 2026, its #25 holding.
  • IFC Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.