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Louisbourg Investments’s NextEra Energy NEE Stock Holding History

Louisbourg Investments’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 		– Sell
-240
Closed -$19.3K – 223
2025
Q4 		$19.3K Hold
240
– – ﹤0.01% 169
2025
Q3 		$18.1K Hold
240
– – ﹤0.01% 168
2025
Q2 		$16.7K Hold
240
– – ﹤0.01% 154
2025
Q1 		$17K Sell
240
-200
-45% -$14.1K ﹤0.01% 149
2024
Q4 		$31.5K Hold
440
– – 0.01% 126
2024
Q3 		$37.2K Hold
440
– – 0.01% 126
2024
Q2 		$31.2K Hold
440
– – 0.01% 127
2024
Q1 		$28.1K Buy
+440
New +$25.8K 0.01% 136

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Louisbourg Investments's NEE Position: Q1 2026 in Review

Louisbourg Investments sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 240 shares — an estimated $19.3K sold.

Louisbourg Investments first reported a position in NEE in Q1 2024 and held it in 8 quarters. The position peaked at $37.2K in Q3 2024. 3,055 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Louisbourg Investments reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Louisbourg Investments sold 240 NextEra Energy shares in Q1 2026, an estimated $19.3K.
  • Louisbourg Investments first reported a position in NextEra Energy in Q1 2024 and held it in 8 quarters.
  • Louisbourg Investments's NextEra Energy position peaked at $37.2K in Q3 2024.
  • 3,055 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Louisbourg Investments's 13F filing for Q1 2026, filed 22 Apr 2026.