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Navellier & Associates’s NextEra Energy NEE Stock Holding History

Navellier & Associates’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 		$2.08M Sell
22,435
-260
-1% -$23.1K 0.22% 106
2025
Q4 		$1.82M Sell
22,695
-2,090
-8% -$173K 0.2% 108
2025
Q3 		$1.87M Buy
24,785
+2,576
+12% +$188K 0.19% 118
2025
Q2 		$1.54M Buy
22,209
+1
+0% +$69 0.19% 114
2025
Q1 		$1.47M Buy
22,208
+10,125
+84% +$715K 0.2% 115
2024
Q4 		$866K Buy
12,083
+83
+0.7% +$6.45K 0.1% 178
2024
Q3 		$1.01M Sell
12,000
-72
-0.6% -$5.62K 0.14% 131
2024
Q2 		$855K Hold
12,072
– – 0.1% 165
2024
Q1 		$771K Buy
12,072
+1
+0% +$59 0.1% 185
2023
Q4 		$733K Buy
12,071
+71
+0.6% +$4.05K 0.11% 175
2023
Q3 		$687K Buy
+12,000
New +$831K 0.12% 174
2021
Q1 		– Sell
-81,342
Closed -$6.28M – 306
2020
Q4 		$6.28M Buy
81,342
+8,506
+12% +$636K 1.14% 24
2020
Q3 		$5.05M Buy
72,836
+2,240
+3% +$155K 1.1% 27
2020
Q2 		$4.24M Buy
70,596
+3,292
+5% +$197K 1.01% 28
2020
Q1 		$4.05M Sell
67,304
-4,452
-6% -$280K 0.95% 25
2019
Q4 		$4.34M Sell
71,756
-3,612
-5% -$211K 0.7% 41
2019
Q3 		$4.39M Sell
75,368
-7,640
-9% -$413K 0.73% 33
2019
Q2 		$4.25M Buy
+83,008
New +$4.08M 0.66% 39
2018
Q2 		– Sell
-53,876
Closed -$2.2M – 328
2018
Q1 		$2.2M Buy
53,876
+3,316
+7% +$128K 0.33% 98
2017
Q4 		$1.97M Buy
+50,560
New +$1.95M 0.37% 93
2017
Q3 		– Sell
-59,672
Closed -$2.09M – 286
2017
Q2 		$2.09M Buy
+59,672
New +$2.04M 0.31% 103

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

Navellier & Associates's NEE Position: Q1 2026 in Review

Navellier & Associates reduced its NextEra Energy (NEE) stake by 1.1% in Q1 2026, selling an estimated $23.1K and leaving 22,435 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #106.

Navellier & Associates first reported a position in NEE in Q2 2017 and has held it in 21 quarters since. The position peaked at $6.28M in Q4 2020. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Navellier & Associates held 22,435 shares of NextEra Energy worth $2.08M as of Q1 2026.
  • Navellier & Associates sold 260 NextEra Energy shares in Q1 2026, an estimated $23.1K.
  • NextEra Energy made up 0.22% of Navellier & Associates's portfolio in Q1 2026, its #106 holding.
  • Navellier & Associates first reported a position in NextEra Energy in Q2 2017 and has held it in 21 quarters since.
  • Navellier & Associates's NextEra Energy position peaked at $6.28M in Q4 2020.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.