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Insight Advisors’s NextEra Energy NEE Stock Holding History

Insight 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 		$268K Sell
2,881
-19
-0.7% -$1.69K 0.05% 195
2025
Q4 		$233K Buy
2,900
+24
+0.8% +$1.99K 0.04% 253
2025
Q3 		$217K Sell
2,876
-52
-2% -$3.8K 0.03% 265
2025
Q2 		$203K Sell
2,928
-75
-2% -$5.21K 0.03% 274
2025
Q1 		$213K Buy
3,003
+72
+2% +$5.08K 0.04% 266
2024
Q4 		$210K Buy
2,931
+106
+4% +$8.23K 0.04% 276
2024
Q3 		$239K Sell
2,825
-154
-5% -$12K 0.04% 265
2024
Q2 		$211K Buy
+2,979
New +$211K 0.04% 273
2024
Q1 		– Sell
-3,607
Closed -$219K – 307
2023
Q4 		$219K Sell
3,607
-368
-9% -$21K 0.05% 261
2023
Q3 		$228K Sell
3,975
-14
-0.4% -$969 0.05% 247
2023
Q2 		$296K Buy
3,989
+34
+0.9% +$2.57K 0.07% 214
2023
Q1 		$305K Sell
3,955
-53
-1% -$4.08K 0.07% 223
2022
Q4 		$336K Sell
4,008
-14
-0.3% -$1.13K 0.12% 225
2022
Q3 		$315K Sell
4,022
-46
-1% -$3.9K 0.12% 209
2022
Q2 		$358K Sell
4,068
-57
-1% -$4.34K 0.12% 204
2022
Q1 		$349K Sell
4,125
-328
-7% -$26.3K 0.1% 231
2021
Q4 		$416K Sell
4,453
-66
-1% -$5.7K 0.12% 201
2021
Q3 		$383K Buy
4,519
+14
+0.3% +$1.13K 0.11% 213
2021
Q2 		$355K Sell
4,505
-370
-8% -$27.8K 0.11% 221
2021
Q1 		$378K Sell
4,875
-93
-2% -$7.26K 0.12% 216
2020
Q4 		$383K Buy
+4,968
New +$372K 0.14% 176

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

Insight Advisors's NEE Position: Q1 2026 in Review

Insight Advisors reduced its NextEra Energy (NEE) stake by 0.66% in Q1 2026, selling an estimated $1.69K and leaving 2,881 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #195.

Insight Advisors first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. The position peaked at $416K in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Insight Advisors held 2,881 shares of NextEra Energy worth $268K as of Q1 2026.
  • Insight Advisors sold 19 NextEra Energy shares in Q1 2026, an estimated $1.69K.
  • NextEra Energy made up 0.05% of Insight Advisors's portfolio in Q1 2026, its #195 holding.
  • Insight Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
  • Insight Advisors's NextEra Energy position peaked at $416K in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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