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Inspire Advisors’s NextEra Energy NEE Stock Holding History

Inspire 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 		$1.56M Sell
16,820
-909
-5% -$80.8K 0.13% 128
2025
Q4 		$1.42M Sell
17,729
-25
-0.1% -$2.07K 0.13% 119
2025
Q3 		$1.34M Sell
17,754
-898
-5% -$65.6K 0.13% 120
2025
Q2 		$1.29M Buy
18,652
+1,152
+7% +$80K 0.13% 114
2025
Q1 		$1.24M Buy
17,500
+3,532
+25% +$249K 0.14% 104
2024
Q4 		$1M Buy
13,968
+608
+5% +$47.2K 0.12% 117
2024
Q3 		$1.13M Sell
13,360
-2,249
-14% -$176K 0.14% 107
2024
Q2 		$1.11M Buy
15,609
+1,815
+13% +$129K 0.15% 92
2024
Q1 		$882K Buy
13,794
+9,033
+190% +$529K 0.12% 114
2023
Q4 		$289K Buy
+4,761
New +$271K 0.04% 244
2023
Q3 		– Sell
-3,107
Closed -$231K – 298
2023
Q2 		$231K Buy
+3,107
New +$235K 0.04% 202
2023
Q1 		– Sell
-2,409
Closed -$201K – 226
2022
Q4 		$201K Sell
2,409
-338
-12% -$27.3K 0.05% 156
2022
Q3 		$215K Sell
2,747
-96
-3% -$8.14K 0.06% 112
2022
Q2 		$220K Sell
2,843
-328
-10% -$25K 0.06% 76
2022
Q1 		$269K Sell
3,171
-314
-9% -$25.2K 0.08% 66
2021
Q4 		$325K Buy
3,485
+787
+29% +$68K 0.09% 56
2021
Q3 		$212K Buy
+2,698
New +$218K 0.07% 70
2021
Q1 		– Sell
-1,124
Closed -$87K – 496
2020
Q4 		$87K Buy
+1,124
New +$84.1K 0.03% 146

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

Inspire Advisors's NEE Position: Q1 2026 in Review

Inspire Advisors reduced its NextEra Energy (NEE) stake by 5.1% in Q1 2026, selling an estimated $80.8K and leaving 16,820 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #128.

Inspire Advisors first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Inspire Advisors held 16,820 shares of NextEra Energy worth $1.56M as of Q1 2026.
  • Inspire Advisors sold 909 NextEra Energy shares in Q1 2026, an estimated $80.8K.
  • NextEra Energy made up 0.13% of Inspire Advisors's portfolio in Q1 2026, its #128 holding.
  • Inspire Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.