MA
NEE icon

Modus Advisors’s NextEra Energy NEE Stock Holding History

Modus 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 		$3.46M Buy
37,262
+8,547
+30% +$760K 0.95% 42
2025
Q4 		$2.31M Buy
28,715
+7,100
+33% +$588K 0.61% 56
2025
Q3 		$1.63M Buy
21,615
+466
+2% +$34K 0.44% 60
2025
Q2 		$1.47M Buy
21,149
+628
+3% +$43.6K 0.44% 62
2025
Q1 		$1.45M Buy
20,521
+1,025
+5% +$72.3K 0.48% 60
2024
Q4 		$1.4M Buy
19,496
+998
+5% +$77.5K 0.44% 61
2024
Q3 		$1.56M Buy
18,498
+530
+3% +$41.4K 0.51% 55
2024
Q2 		$1.27M Buy
17,968
+1,121
+7% +$79.5K 0.45% 59
2024
Q1 		$1.08M Sell
16,847
-275
-2% -$16.1K 0.4% 59
2023
Q4 		$1.04M Sell
17,122
-3,355
-16% -$191K 0.42% 54
2023
Q3 		$1.17M Buy
20,477
+1,806
+10% +$125K 0.51% 56
2023
Q2 		$1.39M Buy
18,671
+3,786
+25% +$287K 0.59% 55
2023
Q1 		$1.15M Buy
14,885
+863
+6% +$66.4K 0.53% 57
2022
Q4 		$1.17M Buy
14,022
+2,461
+21% +$199K 0.57% 56
2022
Q3 		$907K Buy
11,561
+256
+2% +$21.7K 0.48% 55
2022
Q2 		$876K Buy
11,305
+1,068
+10% +$81.3K 0.44% 55
2022
Q1 		$867K Buy
10,237
+1,345
+15% +$108K 0.38% 59
2021
Q4 		$830K Sell
8,892
-437
-5% -$37.8K 0.35% 60
2021
Q3 		$733K Buy
9,329
+492
+6% +$39.7K 0.32% 61
2021
Q2 		$648K Buy
8,837
+441
+5% +$33.1K 0.27% 64
2021
Q1 		$635K Buy
8,396
+2,763
+49% +$216K 0.29% 65
2020
Q4 		$435K Buy
5,633
+953
+20% +$71.3K 0.23% 65
2020
Q3 		$325K Sell
4,680
-1,192
-20% -$82.3K 0.19% 70
2020
Q2 		$353K Sell
5,872
-288
-5% -$17.2K 0.23% 63
2020
Q1 		$371K Buy
6,160
+964
+19% +$60.6K 0.34% 46
2019
Q4 		$315K Buy
+5,196
New +$303K 0.25% 56

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

Modus Advisors's NEE Position: Q1 2026 in Review

Modus Advisors increased its NextEra Energy (NEE) stake by 30% in Q1 2026, buying an estimated $760K and bringing the position to 37,262 shares worth $3.46M. The position accounts for 0.95% of the portfolio, ranked #42.

Modus Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Modus Advisors held 37,262 shares of NextEra Energy worth $3.46M as of Q1 2026.
  • Modus Advisors bought 8,547 NextEra Energy shares in Q1 2026, an estimated $760K.
  • NextEra Energy made up 0.95% of Modus Advisors's portfolio in Q1 2026, its #42 holding.
  • Modus Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.