Joel Isaacson & Co’s NextEra Energy NEE Stock Holding History

Joel Isaacson & Co’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	$4.33M	Buy	46,591 +4,080	+10%	+$363K	0.14%	69
2025 Q4	$3.41M	Buy	42,511 +2,994	+8%	+$248K	0.11%	85
2025 Q3	$2.98M	Buy	39,517 +1,638	+4%	+$120K	0.11%	89
2025 Q2	$2.63M	Buy	37,879 +3,298	+10%	+$229K	0.11%	91
2025 Q1	$2.45M	Buy	34,581 +3,194	+10%	+$225K	0.11%	91
2024 Q4	$2.25M	Buy	31,387 +2,538	+9%	+$197K	0.1%	96
2024 Q3	$2.44M	Sell	28,849 -464	-2%	-$36.2K	0.12%	80
2024 Q2	$2.08M	Buy	29,313 +161	+0.6%	+$11.4K	0.11%	86
2024 Q1	$1.86M	Buy	29,152 +3,780	+15%	+$221K	0.1%	92
2023 Q4	$1.54M	Sell	25,372 -599	-2%	-$34.1K	0.09%	98
2023 Q3	$1.49M	Buy	25,971 +540	+2%	+$37.4K	0.1%	90
2023 Q2	$1.89M	Buy	25,431 +5	+0%	+$379	0.13%	74
2023 Q1	$1.96M	Buy	25,426 +495	+2%	+$38.1K	0.14%	72
2022 Q4	$2.08M	Buy	24,931 +139	+0.6%	+$11.2K	0.16%	67
2022 Q3	$1.94M	Buy	24,792 +1,113	+5%	+$94.4K	0.17%	64
2022 Q2	$1.83M	Buy	23,679 +48	+0.2%	+$3.65K	0.15%	66
2022 Q1	$1.93M	Sell	23,631 -96	-0.4%	-$7.69K	0.14%	69
2021 Q4	$2.21M	Buy	23,727 +807	+4%	+$69.7K	0.15%	67
2021 Q3	$1.8M	Hold	22,920	–	–	0.14%	74
2021 Q2	$1.68M	Hold	22,920	–	–	0.13%	74
2021 Q1	$1.73M	Sell	22,920 -140	-0.6%	-$10.9K	0.15%	63
2020 Q4	$1.78M	Sell	23,060 -148	-0.6%	-$11.1K	0.17%	52
2020 Q3	$1.61M	Hold	23,208	–	–	0.21%	51
2020 Q2	$1.39M	Sell	23,208 -496	-2%	-$29.7K	0.2%	56
2020 Q1	$1.43M	Sell	23,704 -1,392	-6%	-$87.5K	0.25%	46
2019 Q4	$1.52M	Hold	25,096	–	–	0.2%	52
2019 Q3	$1.46M	Sell	25,096 -2,432	-9%	-$132K	0.21%	50
2019 Q2	$1.41M	Sell	27,528 -18,932	-41%	-$932K	0.21%	53
2019 Q1	$2.25M	Sell	46,460 -4,068	-8%	-$186K	0.33%	39
2018 Q4	$2.22M	Buy	50,528 +27,784	+122%	+$1.21M	0.35%	39
2018 Q3	$953K	Hold	22,744	–	–	0.15%	70
2018 Q2	$950K	Hold	22,744	–	–	0.16%	68
2018 Q1	$929K	Hold	22,744	–	–	0.16%	63
2017 Q4	$888K	Sell	22,744 -200	-0.9%	-$7.72K	0.15%	70
2017 Q3	$841K	Sell	22,944 -688	-3%	-$25.2K	0.15%	69
2017 Q2	$828K	Buy	23,632 +4	+0%	+$137	0.16%	63
2017 Q1	$758K	Buy	23,628 +8	+0%	+$252	0.15%	67
2016 Q4	$705K	Buy	23,620 +4	+0%	+$120	0.14%	66
2016 Q3	$722K	Buy	23,616 +244	+1%	+$7.69K	0.15%	66
2016 Q2	$762K	Buy	23,372 +4	+0%	+$120	0.16%	63
2016 Q1	$691K	Buy	23,368 +208	+0.9%	+$5.84K	0.15%	66
2015 Q4	$602K	Sell	23,160 -3,172	-12%	-$80.3K	0.15%	69
2015 Q3	$642K	Buy	26,332 +4	+0%	+$102	0.17%	60
2015 Q2	$645K	Buy	26,328 +1,180	+5%	+$30K	0.17%	67
2015 Q1	$654K	Buy	25,148 +1,912	+8%	+$50.4K	0.16%	66
2014 Q4	$617K	Buy	23,236 +5,280	+29%	+$133K	0.17%	62
2014 Q3	$421K	Buy	17,956 +328	+2%	+$7.92K	0.13%	71
2014 Q2	$452K	Buy	17,628 +4	+0%	+$97	0.14%	70
2014 Q1	$421K	Sell	17,624 -5,200	-23%	-$118K	0.14%	67
2013 Q4	$489K	Buy	22,824 +5,200	+30%	+$110K	0.18%	57
2013 Q3	$353K	Buy	17,624 +4,000	+29%	+$82.6K	0.14%	66
2013 Q2	$278K	Buy	+13,624	New	+$270K	0.13%	72

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 Isaacson & Co's NEE Position: Q1 2026 in Review

Joel Isaacson & Co increased its NextEra Energy (NEE) stake by 9.6% in Q1 2026, buying an estimated $363K and bringing the position to 46,591 shares worth $4.33M. The position accounts for 0.14% of the portfolio, ranked #69.

Joel Isaacson & Co first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Joel Isaacson & Co held 46,591 shares of NextEra Energy worth $4.33M as of Q1 2026.
Joel Isaacson & Co bought 4,080 NextEra Energy shares in Q1 2026, an estimated $363K.
NextEra Energy made up 0.14% of Joel Isaacson & Co's portfolio in Q1 2026, its #69 holding.
Joel Isaacson & Co first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.