L & S Advisors’s NextEra Energy NEE Stock Holding History

L & S Advisors’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	$2.6M	Buy	28,026 +2,316	+9%	+$206K	0.33%	86
2025 Q4	$2.06M	Buy	+25,710	New	+$2.13M	0.19%	139
2025 Q2	–	Sell	-100,755	Closed	-$7.14M	–	358
2025 Q1	$7.14M	Buy	100,755 +54,924	+120%	+$3.88M	0.88%	26
2024 Q4	$3.29M	Sell	45,831 -12,659	-22%	-$983K	0.36%	78
2024 Q3	$4.94M	Sell	58,490 -6,537	-10%	-$510K	0.52%	59
2024 Q2	$4.6M	Buy	+65,027	New	+$4.61M	0.53%	53
2024 Q1	–	Sell	-91,734	Closed	-$5.57M	–	351
2023 Q4	$5.57M	Buy	+91,734	New	+$5.23M	0.68%	50
2023 Q1	–	Sell	-29,718	Closed	-$2.48M	–	324
2022 Q4	$2.48M	Buy	29,718 +3,179	+12%	+$257K	0.46%	60
2022 Q3	$2.08M	Buy	+26,539	New	+$2.25M	0.37%	67
2021 Q4	–	Sell	-15,545	Closed	-$1.22M	–	327
2021 Q3	$1.22M	Buy	15,545 +660	+4%	+$53.2K	0.13%	185
2021 Q2	$1.09M	Buy	14,885 +1,890	+15%	+$142K	0.12%	197
2021 Q1	$983K	Sell	12,995 -31,082	-71%	-$2.43M	0.11%	209
2020 Q4	$3.4M	Sell	44,077 -54,919	-55%	-$4.11M	0.39%	80
2020 Q3	$6.87M	Buy	98,996 +56,176	+131%	+$3.88M	0.94%	17
2020 Q2	$2.57M	Sell	42,820 -13,804	-24%	-$826K	0.38%	75
2020 Q1	$3.41M	Sell	56,624 -19,664	-26%	-$1.24M	0.64%	33
2019 Q4	$4.62M	Sell	76,288 -59,216	-44%	-$3.46M	0.59%	43
2019 Q3	$7.89M	Buy	135,504 +19,440	+17%	+$1.05M	1.1%	16
2019 Q2	$5.94M	Sell	116,064 -40,800	-26%	-$2.01M	0.78%	31
2019 Q1	$7.58M	Buy	156,864 +97,800	+166%	+$4.47M	1.02%	21
2018 Q4	$2.57M	Sell	59,064 -1,120	-2%	-$49K	0.48%	44
2018 Q3	$2.52M	Buy	60,184 +21,920	+57%	+$933K	0.33%	78
2018 Q2	$1.6M	Buy	+38,264	New	+$1.55M	0.27%	94
2017 Q4	–	Sell	-33,080	Closed	-$1.21M	–	324
2017 Q3	$1.21M	Sell	33,080 -51,488	-61%	-$1.89M	0.2%	105
2017 Q2	$2.96M	Sell	84,568 -5,488	-6%	-$188K	0.52%	62
2017 Q1	$2.89M	Buy	+90,056	New	+$2.83M	0.55%	64
2016 Q4	–	Sell	-106,768	Closed	-$3.27M	–	180
2016 Q3	$3.27M	Sell	106,768 -119,352	-53%	-$3.76M	0.9%	44
2016 Q2	$7.37M	Sell	226,120 -51,896	-19%	-$1.56M	1.67%	19
2016 Q1	$8.22M	Buy	278,016 +144,132	+108%	+$4.05M	2.03%	7
2015 Q4	$3.48M	Buy	133,884 +7,892	+6%	+$200K	0.87%	49
2015 Q3	$3.07M	Buy	125,992 +72,548	+136%	+$1.84M	0.89%	45
2015 Q2	$1.31M	Sell	53,444 -38,860	-42%	-$988K	0.33%	69
2015 Q1	$2.4M	Buy	92,304 +63,820	+224%	+$1.68M	0.63%	55
2014 Q4	$757K	Buy	28,484 +12,644	+80%	+$319K	0.24%	68
2014 Q3	$372K	Buy	15,840 +3,928	+33%	+$94.8K	0.18%	46
2014 Q2	$305K	Buy	+11,912	New	+$290K	0.12%	74
2013 Q4	–	Sell	-21,456	Closed	-$430K	–	105
2013 Q3	$430K	Buy	+21,456	New	+$443K	0.17%	66

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

L & S Advisors's NEE Position: Q1 2026 in Review

L & S Advisors increased its NextEra Energy (NEE) stake by 9% in Q1 2026, buying an estimated $206K and bringing the position to 28,026 shares worth $2.6M. The position accounts for 0.33% of the portfolio, ranked #86.

L & S Advisors first reported a position in NEE in Q3 2013 and has held it in 37 quarters since. The position peaked at $8.22M in Q1 2016. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

L & S Advisors held 28,026 shares of NextEra Energy worth $2.6M as of Q1 2026.
L & S Advisors bought 2,316 NextEra Energy shares in Q1 2026, an estimated $206K.
NextEra Energy made up 0.33% of L & S Advisors's portfolio in Q1 2026, its #86 holding.
L & S Advisors first reported a position in NextEra Energy in Q3 2013 and has held it in 37 quarters since.
L & S Advisors's NextEra Energy position peaked at $8.22M in Q1 2016.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.