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NBC Securities’s NextEra Energy NEE Stock Holding History

NBC Securities’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 		$10.3M Sell
111,205
-1,818
-2% -$162K 0.78% 14
2025
Q4 		$9.07M Sell
113,023
-3,251
-3% -$269K 0.68% 17
2025
Q3 		$8.78M Buy
116,274
+8,274
+8% +$605K 0.68% 16
2025
Q2 		$7.5M Buy
108,000
+1,539
+1% +$107K 0.61% 16
2025
Q1 		$7.55M Buy
106,461
+106,349
+94,954% +$7.51M 0.64% 16
2024
Q4 		$8.04K Sell
112
-117,826
-100% -$9.15M 0.74% 17
2024
Q3 		$9.97M Sell
117,938
-1,905
-2% -$149K 0.84% 10
2024
Q2 		$8.49M Buy
119,843
+1,499
+1% +$106K 0.77% 12
2024
Q1 		$7.56M Sell
118,344
-2,405
-2% -$141K 0.71% 13
2023
Q4 		$7.33M Sell
120,749
-7,187
-6% -$410K 0.74% 14
2023
Q3 		$7.33M Buy
+127,936
New +$8.86M 0.81% 9

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

NBC Securities's NEE Position: Q1 2026 in Review

NBC Securities reduced its NextEra Energy (NEE) stake by 1.6% in Q1 2026, selling an estimated $162K and leaving 111,205 shares worth $10.3M. The position accounts for 0.78% of the portfolio, ranked #14.

NBC Securities first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • NBC Securities held 111,205 shares of NextEra Energy worth $10.3M as of Q1 2026.
  • NBC Securities sold 1,818 NextEra Energy shares in Q1 2026, an estimated $162K.
  • NextEra Energy made up 0.78% of NBC Securities's portfolio in Q1 2026, its #14 holding.
  • NBC Securities first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.