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MONECO Advisors’s NextEra Energy NEE Stock Holding History

MONECO 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 		$1.51M Buy
16,300
+736
+5% +$65.4K 0.12% 167
2025
Q4 		$1.25M Buy
15,564
+2,098
+16% +$174K 0.1% 183
2025
Q3 		$1.02M Sell
13,466
-72
-0.5% -$5.26K 0.08% 202
2025
Q2 		$940K Buy
13,538
+193
+1% +$13.4K 0.09% 200
2025
Q1 		$946K Buy
13,345
+628
+5% +$44.3K 0.1% 186
2024
Q4 		$912K Buy
12,717
+1,179
+10% +$91.6K 0.1% 191
2024
Q3 		$975K Buy
11,538
+10
+0.1% +$780 0.12% 159
2024
Q2 		$816K Sell
11,528
-240
-2% -$17K 0.12% 168
2024
Q1 		$752K Sell
11,768
-250
-2% -$14.6K 0.12% 187
2023
Q4 		$730K Buy
12,018
+1,587
+15% +$90.4K 0.14% 173
2023
Q3 		$598K Buy
10,431
+927
+10% +$64.2K 0.16% 149
2023
Q2 		$705K Sell
9,504
-2,171
-19% -$164K 0.19% 129
2023
Q1 		$900K Buy
11,675
+5,959
+104% +$458K 0.26% 98
2022
Q4 		$478K Buy
5,716
+280
+5% +$22.6K 0.17% 137
2022
Q3 		$426K Buy
5,436
+65
+1% +$5.51K 0.17% 138
2022
Q2 		$416K Buy
5,371
+816
+18% +$62.1K 0.16% 139
2022
Q1 		$386K Buy
4,555
+151
+3% +$12.1K 0.14% 145
2021
Q4 		$334K Buy
4,404
+229
+5% +$19.8K 0.13% 167
2021
Q3 		$328K Buy
4,175
+567
+16% +$45.7K 0.13% 167
2021
Q2 		$264K Sell
3,608
-259
-7% -$19.4K 0.12% 172
2021
Q1 		$292K Buy
3,867
+1,356
+54% +$106K 0.14% 151
2020
Q4 		$206K Buy
+2,511
New +$188K 0.11% 175

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

MONECO Advisors's NEE Position: Q1 2026 in Review

MONECO Advisors increased its NextEra Energy (NEE) stake by 4.7% in Q1 2026, buying an estimated $65.4K and bringing the position to 16,300 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #167.

MONECO Advisors first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • MONECO Advisors held 16,300 shares of NextEra Energy worth $1.51M as of Q1 2026.
  • MONECO Advisors bought 736 NextEra Energy shares in Q1 2026, an estimated $65.4K.
  • NextEra Energy made up 0.12% of MONECO Advisors's portfolio in Q1 2026, its #167 holding.
  • MONECO Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.