Magnolia Capital Advisors’s NextEra Energy NEE Stock Holding History

Magnolia Capital 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	$2.15M	Sell	23,155 -819	-3%	-$72.8K	0.42%	66
2025 Q4	$1.92M	Sell	23,974 -309	-1%	-$25.6K	0.4%	60
2025 Q3	$1.83M	Sell	24,283 -220	-0.9%	-$16.1K	0.48%	62
2025 Q2	$1.7M	Sell	24,503 -1,618	-6%	-$112K	0.43%	64
2025 Q1	$1.85M	Buy	26,121 +1,961	+8%	+$138K	0.5%	47
2024 Q4	$1.73M	Buy	24,160 +6,773	+39%	+$526K	0.45%	53
2024 Q3	$1.47M	Buy	17,387 +11,541	+197%	+$901K	0.74%	34
2024 Q2	$414K	Buy	5,846 +375	+7%	+$26.6K	0.23%	91
2024 Q1	$352K	Buy	+5,471	New	+$321K	0.29%	72

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

Magnolia Capital Advisors's NEE Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its NextEra Energy (NEE) stake by 3.4% in Q1 2026, selling an estimated $72.8K and leaving 23,155 shares worth $2.15M. The position accounts for 0.42% of the portfolio, ranked #66.

Magnolia Capital Advisors first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Magnolia Capital Advisors held 23,155 shares of NextEra Energy worth $2.15M as of Q1 2026.
Magnolia Capital Advisors sold 819 NextEra Energy shares in Q1 2026, an estimated $72.8K.
NextEra Energy made up 0.42% of Magnolia Capital Advisors's portfolio in Q1 2026, its #66 holding.
Magnolia Capital Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.