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Ipsen Advisor Group’s NextEra Energy NEE Stock Holding History

Ipsen Advisor Group’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 		$608K Buy
6,547
+144
+2% +$12.8K 0.43% 65
2025
Q4 		$514K Buy
6,403
+4
+0.1% +$331 0.37% 73
2025
Q3 		$483K Buy
6,399
+117
+2% +$8.55K 0.35% 73
2025
Q2 		$436K Buy
6,282
+716
+13% +$49.7K 0.33% 75
2025
Q1 		$395K Buy
5,566
+29
+0.5% +$2.05K 0.34% 73
2024
Q4 		$397K Buy
+5,537
New +$430K 0.34% 74
2022
Q4 		$315K Buy
+3,770
New +$305K 0.36% 74

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

Ipsen Advisor Group's NEE Position: Q1 2026 in Review

Ipsen Advisor Group increased its NextEra Energy (NEE) stake by 2.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 6,547 shares worth $608K. The position accounts for 0.43% of the portfolio, ranked #65.

Ipsen Advisor Group first reported a position in NEE in Q4 2022 and has held it in 7 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ipsen Advisor Group held 6,547 shares of NextEra Energy worth $608K as of Q1 2026.
  • Ipsen Advisor Group bought 144 NextEra Energy shares in Q1 2026, an estimated $12.8K.
  • NextEra Energy made up 0.43% of Ipsen Advisor Group's portfolio in Q1 2026, its #65 holding.
  • Ipsen Advisor Group first reported a position in NextEra Energy in Q4 2022 and has held it in 7 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.