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Jaffetilchin Investment Partners’s NextEra Energy NEE Stock Holding History

Jaffetilchin Investment Partners’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 		$5.33M Sell
57,419
-2,043
-3% -$182K 0.32% 54
2025
Q4 		$4.77M Sell
59,462
-760
-1% -$62.9K 0.28% 61
2025
Q3 		$4.55M Sell
60,222
-1,369
-2% -$100K 0.27% 63
2025
Q2 		$4.28M Sell
61,591
-120
-0.2% -$8.34K 0.28% 63
2025
Q1 		$4.37M Sell
61,711
-402
-0.6% -$28.4K 0.32% 49
2024
Q4 		$4.45M Sell
62,113
-1,019
-2% -$79.2K 0.32% 50
2024
Q3 		$5.34M Sell
63,132
-7,503
-11% -$586K 0.4% 44
2024
Q2 		$5M Buy
70,635
+4,521
+7% +$321K 0.43% 41
2024
Q1 		$4.23M Sell
66,114
-4,189
-6% -$245K 0.38% 49
2023
Q4 		$4.27M Sell
70,303
-5,313
-7% -$303K 0.42% 51
2023
Q3 		$4.33M Buy
75,616
+700
+0.9% +$48.5K 0.48% 45
2023
Q2 		$5.56M Buy
74,916
+1,581
+2% +$120K 0.59% 39
2023
Q1 		$5.65M Sell
73,335
-58
-0.1% -$4.46K 0.64% 39
2022
Q4 		$6.14M Buy
73,393
+24
+0% +$1.94K 0.75% 34
2022
Q3 		$5.75M Sell
73,369
-1,735
-2% -$147K 0.74% 31
2022
Q2 		$5.82M Sell
75,104
-136
-0.2% -$10.4K 0.69% 32
2022
Q1 		$5.16M Buy
75,240
+336
+0.4% +$26.9K 0.61% 36
2021
Q4 		$6.99M Buy
74,904
+328
+0.4% +$28.3K 0.66% 34
2021
Q3 		$5.86M Sell
74,576
-14,879
-17% -$1.2M 0.62% 33
2021
Q2 		$6.61M Buy
89,455
+14,085
+19% +$1.06M 0.46% 40
2021
Q1 		$5.7M Buy
75,370
+60,509
+407% +$4.72M 0.67% 36
2020
Q4 		$1.15M Sell
14,861
-607
-4% -$45.4K 0.16% 98
2020
Q3 		$1.07M Buy
15,468
+6,740
+77% +$465K 0.2% 68
2020
Q2 		$524K Sell
8,728
-440
-5% -$26.3K 0.12% 109
2020
Q1 		$552K Sell
9,168
-5,428
-37% -$341K 0.2% 77
2019
Q4 		$884K Sell
14,596
-392
-3% -$22.9K 0.19% 82
2019
Q3 		$873K Buy
14,988
+564
+4% +$30.5K 0.21% 72
2019
Q2 		$739K Sell
14,424
-10,704
-43% -$527K 0.17% 91
2019
Q1 		$1.21M Buy
25,128
+1,084
+5% +$49.6K 0.27% 54
2018
Q4 		$1.04M Sell
24,044
-2,656
-10% -$116K 0.26% 52
2018
Q3 		$1.12M Sell
26,700
-1,280
-5% -$54.5K 0.24% 79
2018
Q2 		$1.17M Buy
27,980
+968
+4% +$39.1K 0.26% 70
2018
Q1 		$1.1M Buy
27,012
+16,516
+157% +$637K 0.25% 68
2017
Q4 		$410K Sell
10,496
-16,132
-61% -$623K 0.14% 143
2017
Q3 		$976K Buy
26,628
+17,720
+199% +$649K 0.23% 74
2017
Q2 		$312K Sell
8,908
-5,504
-38% -$188K 0.11% 170
2017
Q1 		$463K Buy
14,412
+476
+3% +$15K 0.12% 144
2016
Q4 		$416K Buy
13,936
+5,152
+59% +$154K 0.12% 138
2016
Q3 		$269K Sell
8,784
-924
-10% -$29.1K 0.09% 185
2016
Q2 		$317K Sell
9,708
-10,312
-52% -$310K 0.1% 173
2016
Q1 		$592K Buy
20,020
+10,816
+118% +$304K 0.19% 66
2015
Q4 		$239K Sell
9,204
-3,904
-30% -$98.8K 0.08% 164
2015
Q3 		$320K Buy
+13,108
New +$333K 0.12% 138

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

Jaffetilchin Investment Partners's NEE Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2026, selling an estimated $182K and leaving 57,419 shares worth $5.33M. The position accounts for 0.32% of the portfolio, ranked #54.

Jaffetilchin Investment Partners first reported a position in NEE in Q3 2015 and has held it in 43 quarters since. The position peaked at $6.99M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Jaffetilchin Investment Partners held 57,419 shares of NextEra Energy worth $5.33M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 2,043 NextEra Energy shares in Q1 2026, an estimated $182K.
  • NextEra Energy made up 0.32% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #54 holding.
  • Jaffetilchin Investment Partners first reported a position in NextEra Energy in Q3 2015 and has held it in 43 quarters since.
  • Jaffetilchin Investment Partners's NextEra Energy position peaked at $6.99M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.