IMA Advisory Services’s NextEra Energy NEE Stock Holding History

IMA Advisory Services’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	$37K	Buy	398 +1	+0.3%	+$89	﹤0.01%	266
2025 Q4	$31.9K	Buy	397 +45	+13%	+$3.73K	﹤0.01%	276
2025 Q3	$26.6K	Sell	352 -160	-31%	-$11.7K	﹤0.01%	280
2025 Q2	$35.5K	Buy	512 +12	+2%	+$834	﹤0.01%	248
2025 Q1	$35.4K	Buy	+500	New	+$35.3K	﹤0.01%	250
2024 Q4	–	Sell	-500	Closed	-$42.3K	–	242
2024 Q3	$42.3K	Buy	+500	New	+$39K	0.01%	192
2022 Q4	–	Sell	-11	Closed	-$1K	–	405
2022 Q3	$1K	Buy	+11	New	+$933	﹤0.01%	314
2013 Q3	–	Sell	-54,300	Closed	-$1.11M	–	170
2013 Q2	$1.11M	Buy	+54,300	New	+$1.08M	0.6%	54

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

IMA Advisory Services's NEE Position: Q1 2026 in Review

IMA Advisory Services increased its NextEra Energy (NEE) stake by 0.25% in Q1 2026, buying an estimated $89 and bringing the position to 398 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

IMA Advisory Services first reported a position in NEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2013. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

IMA Advisory Services held 398 shares of NextEra Energy worth $37K as of Q1 2026.
IMA Advisory Services bought 1 NextEra Energy share in Q1 2026, an estimated $89.
NextEra Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #266 holding.
IMA Advisory Services first reported a position in NextEra Energy in Q2 2013 and has held it in 8 quarters since.
IMA Advisory Services's NextEra Energy position peaked at $1.11M in Q2 2013.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.