New World Advisors’s NextEra Energy NEE Stock Holding History

New World 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	$510K	Sell	5,489 -361	-6%	-$32.1K	0.09%	31
2025 Q4	$470K	Buy	5,850 +263	+5%	+$21.8K	0.08%	38
2025 Q3	$422K	Buy	5,587 +562	+11%	+$41.1K	0.08%	41
2025 Q2	$349K	Buy	5,025 +1,814	+56%	+$126K	0.07%	46
2025 Q1	$228K	Buy	3,211 +11	+0.3%	+$776	0.05%	71
2024 Q4	$229K	Hold	3,200	–	–	0.06%	63
2024 Q3	$270K	Hold	3,200	–	–	0.07%	60
2024 Q2	$227K	Hold	3,200	–	–	0.06%	62
2024 Q1	$205K	Buy	+3,200	New	+$187K	0.06%	68
2023 Q3	–	Sell	-5,450	Closed	-$404K	–	65
2023 Q2	$404K	Buy	5,450 +2,250	+70%	+$170K	0.14%	28
2023 Q1	$247K	Hold	3,200	–	–	0.09%	55
2022 Q4	$268K	Hold	3,200	–	–	0.09%	53
2022 Q3	$251K	Hold	3,200	–	–	0.12%	46
2022 Q2	$257K	Hold	3,200	–	–	0.14%	48
2022 Q1	$244K	Sell	3,200 -26	-0.8%	-$2.08K	0.13%	51
2021 Q4	$301K	Hold	3,226	–	–	0.14%	57
2021 Q3	$272K	Sell	3,226 -4,491	-58%	-$362K	0.13%	56
2021 Q2	$565K	Buy	7,717 +4,517	+141%	+$339K	0.38%	63
2021 Q1	$242K	Buy	3,200 +2,400	+300%	+$187K	0.13%	25
2020 Q4	$222K	Sell	800 -2,400	-75%	-$180K	0.14%	27
2020 Q3	$232K	Hold	3,200	–	–	0.15%	26
2020 Q2	$226K	Buy	+3,200	New	+$192K	0.15%	21
2019 Q2	–	Sell	-3,200	Closed	-$155K	–	83
2019 Q1	$155K	Buy	+3,200	New	+$146K	0.11%	18

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

New World Advisors's NEE Position: Q1 2026 in Review

New World Advisors reduced its NextEra Energy (NEE) stake by 6.2% in Q1 2026, selling an estimated $32.1K and leaving 5,489 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #31.

New World Advisors first reported a position in NEE in Q1 2019 and has held it in 23 quarters since. The position peaked at $565K in Q2 2021. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

New World Advisors held 5,489 shares of NextEra Energy worth $510K as of Q1 2026.
New World Advisors sold 361 NextEra Energy shares in Q1 2026, an estimated $32.1K.
NextEra Energy made up 0.09% of New World Advisors's portfolio in Q1 2026, its #31 holding.
New World Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 23 quarters since.
New World Advisors's NextEra Energy position peaked at $565K in Q2 2021.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.