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Nabity-Jensen Investment Management’s NextEra Energy NEE Stock Holding History

Nabity-Jensen Investment Management’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 		$335K Buy
3,604
+694
+24% +$61.7K 0.23% 60
2025
Q4 		$234K Buy
2,910
+88
+3% +$7.29K 0.16% 67
2025
Q3 		$213K Buy
+2,822
New +$206K 0.15% 67

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

Nabity-Jensen Investment Management's NEE Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its NextEra Energy (NEE) stake by 24% in Q1 2026, buying an estimated $61.7K and bringing the position to 3,604 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #60.

Nabity-Jensen Investment Management first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Nabity-Jensen Investment Management held 3,604 shares of NextEra Energy worth $335K as of Q1 2026.
  • Nabity-Jensen Investment Management bought 694 NextEra Energy shares in Q1 2026, an estimated $61.7K.
  • NextEra Energy made up 0.23% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #60 holding.
  • Nabity-Jensen Investment Management first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.