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JT Stratford LLC’s NextEra Energy NEE Stock Holding History

JT Stratford LLC’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 		$2.02M Sell
21,738
-242
-1% -$21.5K 0.26% 92
2025
Q4 		$1.76M Sell
21,980
-1,595
-7% -$132K 0.23% 98
2025
Q3 		$1.78M Sell
23,575
-3,904
-14% -$285K 0.24% 92
2025
Q2 		$1.91M Buy
27,479
+3,900
+17% +$271K 0.29% 76
2025
Q1 		$1.67M Buy
23,579
+8,137
+53% +$574K 0.3% 84
2024
Q4 		$1.11M Buy
15,442
+13,007
+534% +$1.01M 0.18% 131
2024
Q3 		$206K Buy
+2,435
New +$190K 0.04% 274
2024
Q1 		– Sell
-4,367
Closed -$265K – 275
2023
Q4 		$265K Sell
4,367
-782
-15% -$44.6K 0.06% 217
2023
Q3 		$295K Sell
5,149
-62
-1% -$4.29K 0.08% 200
2023
Q2 		$387K Sell
5,211
-356
-6% -$27K 0.1% 178
2023
Q1 		$429K Buy
5,567
+1,412
+34% +$109K 0.12% 170
2022
Q4 		$347K Buy
4,155
+1,380
+50% +$111K 0.11% 175
2022
Q3 		$218K Hold
2,775
– – 0.08% 180
2022
Q2 		$215K Sell
2,775
-330
-11% -$25.1K 0.07% 196
2022
Q1 		$263K Sell
3,105
-303
-9% -$24.3K 0.08% 176
2021
Q4 		$318K Buy
3,408
+260
+8% +$22.5K 0.09% 170
2021
Q3 		$247K Buy
3,148
+50
+2% +$4.03K 0.08% 189
2021
Q2 		$227K Sell
3,098
-980
-24% -$73.5K 0.07% 193
2021
Q1 		$308K Sell
4,078
-1,141
-22% -$89K 0.11% 157
2020
Q4 		$403K Sell
5,219
-97
-2% -$7.26K 0.15% 118
2020
Q3 		$369K Sell
5,316
-1,988
-27% -$137K 0.16% 109
2020
Q2 		$439K Buy
7,304
+2,288
+46% +$137K 0.23% 102
2020
Q1 		$302K Sell
5,016
-2,056
-29% -$129K 0.18% 89
2019
Q4 		$428K Sell
7,072
-368
-5% -$21.5K 0.2% 95
2019
Q3 		$433K Sell
7,440
-560
-7% -$30.3K 0.24% 99
2019
Q2 		$410K Buy
8,000
+400
+5% +$19.7K 0.23% 89
2019
Q1 		$367K Buy
+7,600
New +$347K 0.21% 85

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

JT Stratford LLC's NEE Position: Q1 2026 in Review

JT Stratford LLC reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $21.5K and leaving 21,738 shares worth $2.02M. The position accounts for 0.26% of the portfolio, ranked #92.

JT Stratford LLC first reported a position in NEE in Q1 2019 and has held it in 27 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • JT Stratford LLC held 21,738 shares of NextEra Energy worth $2.02M as of Q1 2026.
  • JT Stratford LLC sold 242 NextEra Energy shares in Q1 2026, an estimated $21.5K.
  • NextEra Energy made up 0.26% of JT Stratford LLC's portfolio in Q1 2026, its #92 holding.
  • JT Stratford LLC first reported a position in NextEra Energy in Q1 2019 and has held it in 27 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.