Myriad Asset Management US’s NextEra Energy NEE Stock Holding History

Myriad Asset Management US’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	-2,757	Closed	-$221K	–	54
2025 Q4	$221K	Buy	+2,757	New	+$228K	0.37%	51
2025 Q1	–	Sell	-14,137	Closed	-$1.01M	–	53
2024 Q4	$1.01M	Buy	+14,137	New	+$1.1M	0.68%	46

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

Myriad Asset Management US's NEE Position: Q1 2026 in Review

Myriad Asset Management US sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 2,757 shares — an estimated $221K sold.

Myriad Asset Management US first reported a position in NEE in Q4 2024 and held it in 2 quarters. The position peaked at $1.01M in Q4 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Myriad Asset Management US reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Myriad Asset Management US sold 2,757 NextEra Energy shares in Q1 2026, an estimated $221K.
Myriad Asset Management US first reported a position in NextEra Energy in Q4 2024 and held it in 2 quarters.
Myriad Asset Management US's NextEra Energy position peaked at $1.01M in Q4 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Myriad Asset Management US's 13F filing for Q1 2026, filed 15 Apr 2026.