LPL Financial
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LPL Financial’s NextEra Energy NEE Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-29,700
Closed -$2.13M – 5460
2024
Q4 		$2.13M Buy
29,700
+16,700
+128% +$1.3M ﹤0.01% 2801
2024
Q3 		$1.1M Sell
13,000
-10,700
-45% -$835K ﹤0.01% 3306
2024
Q2 		$1.68M Buy
23,700
+23,247
+5,132% +$1.65M ﹤0.01% 2767
2024
Q1 		$2.9M Sell
453
-7,047
-94% -$413K ﹤0.01% 2208
2023
Q4 		$456K Sell
7,500
-12,200
-62% -$695K ﹤0.01% 3744
2023
Q3 		$1.13M Buy
19,700
+17,000
+630% +$1.18M ﹤0.01% 2793
2023
Q2 		$200K Buy
+2,700
New +$204K ﹤0.01% 4158

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

LPL Financial's NEE Position: Q1 2026 in Review

LPL Financial increased its NextEra Energy (NEE) stake by 2.6% in Q1 2026, buying an estimated $9.3M and bringing the position to 4,083,216 shares worth $379M. The position accounts for 0.1% of the portfolio, ranked #205.

LPL Financial first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • LPL Financial held 4,083,216 shares of NextEra Energy worth $379M as of Q1 2026.
  • LPL Financial bought 104,559 NextEra Energy shares in Q1 2026, an estimated $9.3M.
  • NextEra Energy made up 0.1% of LPL Financial's portfolio in Q1 2026, its #205 holding.
  • LPL Financial first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.