Luken Investment Analytics’s NextEra Energy NEE Stock Holding History

Luken Investment Analytics’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	-165	Closed	-$13.2K	–	321
2025 Q4	$13.2K	Buy	+165	New	+$13.7K	0.01%	147
2025 Q1	–	Sell	-500	Closed	-$35.8K	–	158
2024 Q4	$35.8K	Buy	+500	New	+$38.8K	0.02%	94
2023 Q3	–	Sell	-1,237	Closed	-$91.8K	–	151
2023 Q2	$91.8K	Buy	+1,237	New	+$93.7K	0.05%	57

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

Luken Investment Analytics's NEE Position: Q1 2026 in Review

Luken Investment Analytics sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 165 shares — an estimated $13.2K sold.

Luken Investment Analytics first reported a position in NEE in Q2 2023 and held it in 3 quarters. The position peaked at $91.8K in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Luken Investment Analytics reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 165 NextEra Energy shares in Q1 2026, an estimated $13.2K.
Luken Investment Analytics first reported a position in NextEra Energy in Q2 2023 and held it in 3 quarters.
Luken Investment Analytics's NextEra Energy position peaked at $91.8K in Q2 2023.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.