Janney Montgomery Scott’s NextEra Energy NEE Stock Holding History

Janney Montgomery Scott’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	$186M	Buy	2,002,772 +418,948	+26%	+$37.2M	0.46%	41
2025 Q4	$127M	Sell	1,583,824 -11,290	-0.7%	-$935K	0.29%	76
2025 Q3	$120M	Buy	1,595,114 +56,799	+4%	+$4.15M	0.29%	72
2025 Q2	$107M	Buy	1,538,315 +76,383	+5%	+$5.31M	0.28%	73
2025 Q1	$104M	Sell	1,461,932 -45,249	-3%	-$3.19M	0.29%	70
2024 Q4	$108M	Sell	1,507,181 -21,763	-1%	-$1.69M	0.3%	65
2024 Q3	$129M	Sell	1,528,944 -2,220	-0.1%	-$173K	0.36%	58
2024 Q2	$108M	Sell	1,531,164 -43,163	-3%	-$3.06M	0.33%	61
2024 Q1	$101M	Buy	1,574,327 +264,749	+20%	+$15.5M	0.3%	66
2023 Q4	$79.5M	Buy	1,309,578 +44,593	+4%	+$2.54M	0.26%	77
2023 Q3	$72.5M	Sell	1,264,985 -14,742	-1%	-$1.02M	0.27%	74
2023 Q2	$95M	Buy	1,279,727 +12,124	+1%	+$918K	0.33%	68
2023 Q1	$97.7M	Buy	1,267,603 +72,444	+6%	+$5.57M	0.4%	56
2022 Q4	$99.9M	Buy	1,195,159 +41,378	+4%	+$3.34M	0.39%	54
2022 Q3	$90.5M	Buy	1,153,781 +58,188	+5%	+$4.94M	0.39%	54
2022 Q2	$84.1M	Sell	1,095,593 -5,512	-0.5%	-$420K	0.38%	57
2022 Q1	$93.3M	Buy	1,101,105 +39,367	+4%	+$3.15M	0.4%	51
2021 Q4	$99.1M	Buy	1,061,738 +9,102	+0.9%	+$787K	0.38%	55
2021 Q3	$82.7M	Buy	1,052,636 +65,461	+7%	+$5.28M	0.35%	63
2021 Q2	$72.3M	Buy	987,175 +49,136	+5%	+$3.69M	0.32%	70
2021 Q1	$70.9M	Buy	938,039 +32,556	+4%	+$2.54M	0.34%	68
2020 Q4	$69.9M	Buy	905,483 +28,691	+3%	+$2.15M	0.34%	70
2020 Q3	$60.8M	Sell	876,792 -24,136	-3%	-$1.67M	0.35%	67
2020 Q2	$54.1M	Sell	900,928 -6,980	-0.8%	-$418K	0.34%	67
2020 Q1	$54.6M	Sell	907,908 -2,908	-0.3%	-$183K	0.43%	51
2019 Q4	$55.1M	Sell	910,816 -222,812	-20%	-$13M	0.36%	61
2019 Q3	$66M	Buy	1,133,628 +7,688	+0.7%	+$416K	0.48%	42
2019 Q2	$57.7M	Buy	1,125,940 +243,320	+28%	+$12M	0.44%	49
2019 Q1	$42.7M	Buy	882,620 +60,004	+7%	+$2.74M	0.35%	64
2018 Q4	$35.7M	Buy	822,616 +56,820	+7%	+$2.48M	0.34%	65
2018 Q3	$32.1M	Buy	765,796 +17,916	+2%	+$763K	0.28%	81
2018 Q2	$31.2M	Buy	747,880 +1,272	+0.2%	+$51.4K	0.3%	80
2018 Q1	$30.5M	Buy	746,608 +45,636	+7%	+$1.76M	0.31%	79
2017 Q4	$27.4M	Buy	700,972 +32,728	+5%	+$1.26M	0.28%	83
2017 Q3	$24.5M	Buy	668,244 +45,220	+7%	+$1.66M	0.28%	84
2017 Q2	$21.8M	Sell	623,024 -4,236	-0.7%	-$145K	0.27%	83
2017 Q1	$20.1M	Buy	627,260 +33,212	+6%	+$1.04M	0.27%	81
2016 Q4	$17.7M	Buy	594,048 +20,732	+4%	+$619K	0.27%	87
2016 Q3	$17.5M	Buy	+573,316	New	+$18.1M	0.31%	72
2016 Q2	–	Sell	-317,528	Closed	-$9.39M	–	1000
2016 Q1	$9.39M	Buy	317,528 +31,748	+11%	+$891K	0.25%	96
2015 Q4	$7.42M	Buy	285,780 +3,320	+1%	+$84K	0.19%	132
2015 Q3	$6.89M	Buy	282,460 +36,744	+15%	+$934K	0.19%	127
2015 Q2	$6.02M	Buy	245,716 +23,024	+10%	+$585K	0.13%	200
2015 Q1	$5.79M	Sell	222,692 -10,332	-4%	-$273K	0.11%	234
2014 Q4	$6.19M	Sell	233,024 -12,460	-5%	-$315K	0.12%	199
2014 Q3	$5.76M	Sell	245,484 -10,672	-4%	-$258K	0.12%	208
2014 Q2	$6.56M	Buy	256,156 +38,212	+18%	+$930K	0.14%	159
2014 Q1	$5.21M	Buy	217,944 +12,412	+6%	+$281K	0.13%	193
2013 Q4	$4.4M	Buy	205,532 +2,600	+1%	+$54.8K	0.12%	203
2013 Q3	$4.07M	Buy	+202,932	New	+$4.19M	0.12%	200

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

Janney Montgomery Scott's NEE Position: Q1 2026 in Review

Janney Montgomery Scott increased its NextEra Energy (NEE) stake by 26% in Q1 2026, buying an estimated $37.2M and bringing the position to 2,002,772 shares worth $186M. The position accounts for 0.46% of the portfolio, ranked #41.

Janney Montgomery Scott first reported a position in NEE in Q3 2013 and has held it in 50 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Janney Montgomery Scott held 2,002,772 shares of NextEra Energy worth $186M as of Q1 2026.
Janney Montgomery Scott bought 418,948 NextEra Energy shares in Q1 2026, an estimated $37.2M.
NextEra Energy made up 0.46% of Janney Montgomery Scott's portfolio in Q1 2026, its #41 holding.
Janney Montgomery Scott first reported a position in NextEra Energy in Q3 2013 and has held it in 50 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.