Naples Global Advisors’s NextEra Energy NEE Stock Holding History

Naples Global 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	$9.66M	Buy	104,002 +2,546	+3%	+$226K	0.7%	37
2025 Q4	$8.14M	Buy	101,456 +626	+0.6%	+$51.8K	0.61%	46
2025 Q3	$7.61M	Buy	100,830 +2,480	+3%	+$181K	0.59%	42
2025 Q2	$6.83M	Buy	98,350 +3,543	+4%	+$246K	0.59%	48
2025 Q1	$6.72M	Buy	94,807 +2,150	+2%	+$152K	0.64%	40
2024 Q4	$6.64M	Buy	92,657 +1,351	+1%	+$105K	0.62%	42
2024 Q3	$7.72M	Buy	91,306 +2,263	+3%	+$177K	0.72%	32
2024 Q2	$6.31M	Buy	89,043 +2,394	+3%	+$170K	0.63%	40
2024 Q1	$5.54M	Buy	86,649 +11,701	+16%	+$685K	0.57%	50
2023 Q4	$4.55M	Buy	74,948 +17,403	+30%	+$992K	0.5%	58
2023 Q3	$3.3M	Buy	57,545 +15,853	+38%	+$1.1M	0.4%	77
2023 Q2	$3.09M	Buy	41,692 +7,278	+21%	+$551K	0.36%	83
2023 Q1	$2.65M	Buy	34,414 +1,170	+4%	+$90K	0.33%	94
2022 Q4	$2.78M	Buy	33,244 +1,383	+4%	+$112K	0.35%	86
2022 Q3	$2.5M	Buy	31,861 +80	+0.3%	+$6.79K	0.34%	90
2022 Q2	$2.46M	Buy	31,781 +3,819	+14%	+$291K	0.32%	95
2022 Q1	$2.37M	Buy	27,962 +1,552	+6%	+$124K	0.27%	112
2021 Q4	$2.47M	Buy	26,410 +1,044	+4%	+$90.2K	0.29%	103
2021 Q3	$1.99M	Buy	25,366 +114	+0.5%	+$9.19K	0.26%	118
2021 Q2	$1.85M	Buy	25,252 +2,213	+10%	+$166K	0.26%	122
2021 Q1	$1.74M	Buy	23,039 +1,398	+6%	+$109K	0.26%	116
2020 Q4	$1.67M	Sell	21,641 -1,483	-6%	-$111K	0.28%	108
2020 Q3	$1.6M	Sell	23,124 -512	-2%	-$35.3K	0.31%	98
2020 Q2	$1.42M	Sell	23,636 -692	-3%	-$41.4K	0.31%	102
2020 Q1	$1.46M	Sell	24,328 -840	-3%	-$52.8K	0.38%	79
2019 Q4	$1.52M	Buy	25,168 +1,256	+5%	+$73.3K	0.32%	99
2019 Q3	$1.39M	Sell	23,912 -200	-0.8%	-$10.8K	0.33%	101
2019 Q2	$1.24M	Buy	24,112 +852	+4%	+$41.9K	0.3%	109
2019 Q1	$1.12M	Hold	23,260	–	–	0.29%	113
2018 Q4	$1.02M	Buy	23,260 +524	+2%	+$22.9K	0.29%	117
2018 Q3	$953K	Sell	22,736 -36	-0.2%	-$1.53K	0.25%	131
2018 Q2	$951K	Buy	22,772 +2,136	+10%	+$86.3K	0.27%	131
2018 Q1	$843K	Buy	20,636 +456	+2%	+$17.6K	0.25%	139
2017 Q4	$788K	Buy	20,180 +472	+2%	+$18.2K	0.23%	146
2017 Q3	$722K	Buy	19,708 +1,256	+7%	+$46K	0.24%	137
2017 Q2	$646K	Sell	18,452 -796	-4%	-$27.2K	0.23%	145
2017 Q1	$618K	Sell	19,248 -500	-3%	-$15.7K	0.22%	148
2016 Q4	$590K	Sell	19,748 -1,400	-7%	-$41.8K	0.23%	150
2016 Q3	$647K	Buy	21,148 +492	+2%	+$15.5K	0.25%	142
2016 Q2	$673K	Sell	20,656 -900	-4%	-$27K	0.28%	136
2016 Q1	$638K	Sell	21,556 -200	-0.9%	-$5.61K	0.27%	136
2015 Q4	$565K	Hold	21,756	–	–	0.27%	135
2015 Q3	$531K	Hold	21,756	–	–	0.27%	140
2015 Q2	$533K	Sell	21,756 -900	-4%	-$22.9K	0.26%	147
2015 Q1	$589K	Sell	22,656 -56	-0.2%	-$1.48K	0.28%	140
2014 Q4	$604K	Sell	22,712 -1,104	-5%	-$27.9K	0.32%	136
2014 Q3	$559K	Hold	23,816	–	–	0.33%	124
2014 Q2	$610K	Hold	23,816	–	–	0.36%	123
2014 Q1	$569K	Buy	23,816 +560	+2%	+$12.7K	0.35%	119
2013 Q4	$498K	Buy	+23,256	New	+$490K	0.33%	121

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

Naples Global Advisors's NEE Position: Q1 2026 in Review

Naples Global Advisors increased its NextEra Energy (NEE) stake by 2.5% in Q1 2026, buying an estimated $226K and bringing the position to 104,002 shares worth $9.66M. The position accounts for 0.7% of the portfolio, ranked #37.

Naples Global Advisors first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Naples Global Advisors held 104,002 shares of NextEra Energy worth $9.66M as of Q1 2026.
Naples Global Advisors bought 2,546 NextEra Energy shares in Q1 2026, an estimated $226K.
NextEra Energy made up 0.7% of Naples Global Advisors's portfolio in Q1 2026, its #37 holding.
Naples Global Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.