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Johnson Financial Group LLC (Colorado)’s NextEra Energy NEE Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$550K Buy
+5,917
New +$526K 0.04% 87
2025
Q4 		– Sell
-4,099
Closed -$309K – 127
2025
Q3 		$309K Buy
+4,099
New +$299K 0.03% 64
2018
Q1 		$252K Buy
+6,188
New +$239K 0.21% 48

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

Johnson Financial Group LLC (Colorado)'s NEE Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in NextEra Energy (NEE) in Q1 2026: 5,917 shares worth $550K. The stake represents 0.04% of the portfolio and ranks #87 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in NEE as recently as Q3 2025.

Johnson Financial Group LLC (Colorado) first reported a position in NEE in Q1 2018 and has held it in 3 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 5,917 shares of NextEra Energy worth $550K as of Q1 2026.
  • NextEra Energy was a new Johnson Financial Group LLC (Colorado) position in Q1 2026.
  • NextEra Energy made up 0.04% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #87 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in NextEra Energy in Q1 2018 and has held it in 3 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.