Insigneo Advisory Services’s NextEra Energy NEE Stock Holding History

Insigneo 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	$2.04M	Sell	21,950 -1,361	-6%	-$121K	0.14%	128
2025 Q4	$1.87M	Buy	23,311 +3,657	+19%	+$303K	0.13%	129
2025 Q3	$1.48M	Sell	19,654 -1,032	-5%	-$75.4K	0.1%	155
2025 Q2	$1.44M	Buy	20,686 +2,386	+13%	+$166K	0.12%	145
2025 Q1	$1.3M	Buy	18,300 +1,975	+12%	+$139K	0.13%	142
2024 Q4	$1.17M	Sell	16,325 -8,435	-34%	-$655K	0.12%	151
2024 Q3	$2.09M	Sell	24,760 -4,046	-14%	-$316K	0.21%	102
2024 Q2	$2.21M	Buy	28,806 +1,605	+6%	+$114K	0.25%	81
2024 Q1	$1.74M	Buy	27,201 +1,097	+4%	+$64.3K	0.21%	98
2023 Q4	$1.59M	Buy	26,104 +6,114	+31%	+$348K	0.22%	94
2023 Q3	$1.15M	Buy	19,990 +4,347	+28%	+$301K	0.23%	96
2023 Q2	$1.16M	Buy	15,643 +10,244	+190%	+$776K	0.22%	97
2023 Q1	$416K	Sell	5,399 -78	-1%	-$6K	0.13%	164
2022 Q4	$458K	Buy	+5,477	New	+$442K	0.17%	133

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

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

Insigneo Advisory Services reduced its NextEra Energy (NEE) stake by 5.8% in Q1 2026, selling an estimated $121K and leaving 21,950 shares worth $2.04M. The position accounts for 0.14% of the portfolio, ranked #128.

Insigneo Advisory Services first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.21M in Q2 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Insigneo Advisory Services held 21,950 shares of NextEra Energy worth $2.04M as of Q1 2026.
Insigneo Advisory Services sold 1,361 NextEra Energy shares in Q1 2026, an estimated $121K.
NextEra Energy made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #128 holding.
Insigneo Advisory Services first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's NextEra Energy position peaked at $2.21M in Q2 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.