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Journey Retirement Planning & Investment Management’s NextEra Energy NEE Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-2,808
Closed -$225K – 197
2025
Q4 		$225K Buy
+2,808
New +$233K 0.05% 235

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Retirement Planning & Investment Management's NEE Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,808 shares — an estimated $225K sold.

Journey Retirement Planning & Investment Management first reported a position in NEE in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 3,039 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,808 NextEra Energy shares in Q1 2026, an estimated $225K.
  • Journey Retirement Planning & Investment Management first reported a position in NextEra Energy in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's NextEra Energy position peaked at $225K in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.