J. Safra Asset Management’s NextEra Energy NEE Stock Holding History

J. Safra Asset Management’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	$219K	Hold	2,361	–	–	0.01%	211
2025 Q4	$190K	Sell	2,361 -286	-11%	-$23.7K	0.01%	214
2025 Q3	$200K	Buy	2,647 +424	+19%	+$31K	0.01%	168
2025 Q2	$154K	Sell	2,223 -5,456	-71%	-$379K	0.01%	170
2025 Q1	$544K	Buy	7,679 +2,110	+38%	+$149K	0.04%	70
2024 Q4	$400K	Buy	5,569 +1,492	+37%	+$116K	0.03%	71
2024 Q3	$345K	Buy	4,077 +424	+12%	+$33.1K	0.03%	50
2024 Q2	$259K	Buy	3,653 +936	+34%	+$66.4K	0.03%	51
2024 Q1	$174K	Sell	2,717 -1,044	-28%	-$61.2K	0.02%	48
2023 Q4	$228K	Sell	3,761 -338	-8%	-$19.3K	0.03%	36
2023 Q3	$235K	Hold	4,099	–	–	0.03%	33
2023 Q2	$304K	Hold	4,099	–	–	0.04%	30
2023 Q1	$316K	Hold	4,099	–	–	0.05%	26
2022 Q4	$342K	Buy	4,099 +3,925	+2,256%	+$317K	0.06%	17
2022 Q3	$2K	Buy	174 +20	+13%	+$1.7K	0.03%	30
2022 Q2	$1K	Sell	154 -31	-17%	-$2.36K	0.02%	32
2022 Q1	$2K	Buy	+185	New	+$14.8K	0.04%	30
2016 Q4	–	Sell	-988	Closed	-$30K	–	98
2016 Q3	$30K	Hold	988	–	–	0.05%	102
2016 Q2	$32K	Buy	+988	New	+$29.7K	0.05%	140

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

J. Safra Asset Management's NEE Position: Q1 2026 in Review

J. Safra Asset Management held its NextEra Energy (NEE) position steady in Q1 2026 at 2,361 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #211.

J. Safra Asset Management first reported a position in NEE in Q2 2016 and has held it in 19 quarters since. The position peaked at $544K in Q1 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

J. Safra Asset Management held 2,361 shares of NextEra Energy worth $219K as of Q1 2026.
J. Safra Asset Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #211 holding.
J. Safra Asset Management first reported a position in NextEra Energy in Q2 2016 and has held it in 19 quarters since.
J. Safra Asset Management's NextEra Energy position peaked at $544K in Q1 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.