Lido Advisors’s NextEra Energy NEE Stock Holding History

Lido 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	$2.49M	Sell	26,800 -3,200	-11%	-$284K	0.01%	652
2025 Q4	$2.41M	Hold	30,000	–	–	0.01%	668
2025 Q3	$2.26M	Buy	+30,000	New	+$2.19M	0.01%	655
2025 Q2	–	Sell	-17,000	Closed	-$1.21M	–	1720
2025 Q1	$1.21M	Hold	17,000	–	–	0.01%	696
2024 Q4	$1.22M	Hold	17,000	–	–	0.01%	687
2024 Q3	$1.44M	Buy	17,000 +13,100	+336%	+$1.02M	0.01%	576
2024 Q2	$276K	Buy	3,900 +1,800	+86%	+$128K	﹤0.01%	1164
2024 Q1	$134K	Hold	2,100	–	–	﹤0.01%	1307
2023 Q4	$128K	Hold	2,100	–	–	﹤0.01%	1277
2023 Q3	$120K	Hold	2,100	–	–	﹤0.01%	1132
2023 Q2	$156K	Hold	2,100	–	–	﹤0.01%	1125
2023 Q1	$162K	Hold	2,100	–	–	﹤0.01%	1033
2022 Q4	$176K	Buy	+2,100	New	+$170K	﹤0.01%	913
2022 Q1	–	Sell	-4,200	Closed	-$392K	–	1065
2021 Q4	$392K	Hold	4,200	–	–	﹤0.01%	700
2021 Q3	$329K	Hold	4,200	–	–	﹤0.01%	726
2021 Q2	$307K	Hold	4,200	–	–	﹤0.01%	711
2021 Q1	$317K	Buy	+4,200	New	+$328K	0.01%	642

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

Lido Advisors's NEE Position: Q1 2026 in Review

Lido Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $4.15M and bringing the position to 331,023 shares worth $30.7M. The position accounts for 0.09% of the portfolio, ranked #145.

Lido Advisors first reported a position in NEE in Q2 2016 and has held it in 40 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Lido Advisors held 331,023 shares of NextEra Energy worth $30.7M as of Q1 2026.
Lido Advisors bought 46,666 NextEra Energy shares in Q1 2026, an estimated $4.15M.
NextEra Energy made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #145 holding.
Lido Advisors first reported a position in NextEra Energy in Q2 2016 and has held it in 40 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.