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LM Advisors’s NextEra Energy NEE Stock Holding History

LM 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 		$15.7K Buy
1,454
+197
+16% +$17.5K 0.25% 75
2025
Q4 		$15.7K Sell
1,257
-14,371
-92% -$1.19M 0.28% 72
2025
Q3 		$1.18M Hold
15,628
– – 0.17% 84
2025
Q2 		$1.08M Buy
15,628
+1,910
+14% +$133K 0.14% 78
2025
Q1 		$972K Buy
13,718
+40
+0.3% +$2.82K 0.18% 90
2024
Q4 		$981K Sell
13,678
-2,950
-18% -$229K 0.18% 87
2024
Q3 		$1.41M Sell
16,628
-3,800
-19% -$297K 0.29% 62
2024
Q2 		$1.45M Buy
20,428
+2,988
+17% +$212K ﹤0.01% 80
2024
Q1 		$1.11M Buy
17,440
+15,200
+679% +$890K 0.18% 88
2023
Q4 		$136K Buy
+2,240
New +$128K 0.03% 224

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

LM Advisors's NEE Position: Q1 2026 in Review

LM Advisors increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,454 shares worth $15.7K. The position accounts for 0.25% of the portfolio, ranked #75.

LM Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q2 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • LM Advisors held 1,454 shares of NextEra Energy worth $15.7K as of Q1 2026.
  • LM Advisors bought 197 NextEra Energy shares in Q1 2026, an estimated $17.5K.
  • NextEra Energy made up 0.25% of LM Advisors's portfolio in Q1 2026, its #75 holding.
  • LM Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's NextEra Energy position peaked at $1.45M in Q2 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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