IFS Advisors’s NextEra Energy NEE Stock Holding History

IFS 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	$160K	Buy	+1,725	New	+$153K	0.08%	30

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

IFS Advisors's NEE Position: Q1 2026 in Review

IFS Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 1,725 shares worth $160K. The stake represents 0.08% of the portfolio and ranks #30 among its holdings.

3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

IFS Advisors held 1,725 shares of NextEra Energy worth $160K as of Q1 2026.
NextEra Energy was a new IFS Advisors position in Q1 2026.
NextEra Energy made up 0.08% of IFS Advisors's portfolio in Q1 2026, its #30 holding.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.