Joel Adams & Associates’s NextEra Energy NEE Stock Holding History

Joel Adams & Associates’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	$236K	Hold	2,540	–	–	0.18%	60
2025 Q4	$204K	Buy	+2,540	New	+$210K	0.15%	63

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

Joel Adams & Associates's NEE Position: Q1 2026 in Review

Joel Adams & Associates held its NextEra Energy (NEE) position steady in Q1 2026 at 2,540 shares worth $236K. The position accounts for 0.18% of the portfolio, ranked #60.

Joel Adams & Associates first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Joel Adams & Associates held 2,540 shares of NextEra Energy worth $236K as of Q1 2026.
Joel Adams & Associates left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.18% of Joel Adams & Associates's portfolio in Q1 2026, its #60 holding.
Joel Adams & Associates first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.