Luts & Greenleigh Group’s NextEra Energy NEE Stock Holding History

Luts & Greenleigh Group’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	$354K	Buy	3,809 +5	+0.1%	+$445	0.28%	57
2025 Q4	$305K	Hold	3,804	–	–	0.26%	61
2025 Q3	$287K	Sell	3,804 -17	-0.4%	-$1.24K	0.26%	65
2025 Q2	$265K	Sell	3,821 -82	-2%	-$5.7K	0.25%	64
2025 Q1	$277K	Sell	3,903 -2,001	-34%	-$141K	0.28%	61
2024 Q4	$423K	Buy	5,904 +2,010	+52%	+$156K	0.42%	48
2024 Q3	$329K	Buy	3,894 +2	+0.1%	+$156	0.32%	56
2024 Q2	$276K	Buy	+3,892	New	+$276K	0.29%	58
2023 Q4	$254K	Buy	4,181 +20	+0.5%	+$1.14K	0.32%	52
2023 Q3	$238K	Sell	4,161 -205	-5%	-$14.2K	0.3%	50
2023 Q2	$324K	Buy	4,366 +825	+23%	+$62.5K	0.4%	45
2023 Q1	$273K	Sell	3,541 -240	-6%	-$18.5K	0.35%	50
2022 Q4	$316K	Buy	+3,781	New	+$305K	0.4%	43

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

Luts & Greenleigh Group's NEE Position: Q1 2026 in Review

Luts & Greenleigh Group increased its NextEra Energy (NEE) stake by 0.13% in Q1 2026, buying an estimated $445 and bringing the position to 3,809 shares worth $354K. The position accounts for 0.28% of the portfolio, ranked #57.

Luts & Greenleigh Group first reported a position in NEE in Q4 2022 and has held it in 13 quarters since. The position peaked at $423K in Q4 2024. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Luts & Greenleigh Group held 3,809 shares of NextEra Energy worth $354K as of Q1 2026.
Luts & Greenleigh Group bought 5 NextEra Energy shares in Q1 2026, an estimated $445.
NextEra Energy made up 0.28% of Luts & Greenleigh Group's portfolio in Q1 2026, its #57 holding.
Luts & Greenleigh Group first reported a position in NextEra Energy in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's NextEra Energy position peaked at $423K in Q4 2024.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.