LifePlan Investment Advisors’s NextEra Energy NEE Stock Holding History

LifePlan Investment 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	$1.1M	Buy	+11,848	New	+$1.05M	0.43%	62

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

LifePlan Investment Advisors's NEE Position: Q1 2026 in Review

LifePlan Investment Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 11,848 shares worth $1.1M. The stake represents 0.43% of the portfolio and ranks #62 among its holdings.

3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

LifePlan Investment Advisors held 11,848 shares of NextEra Energy worth $1.1M as of Q1 2026.
NextEra Energy was a new LifePlan Investment Advisors position in Q1 2026.
NextEra Energy made up 0.43% of LifePlan Investment Advisors's portfolio in Q1 2026, its #62 holding.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.