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Nichols & Pratt Advisers’s NextEra Energy NEE Stock Holding History

Nichols & Pratt Advisers’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 		$356K Hold
3,837
– – 0.02% 86
2025
Q4 		$308K Buy
3,837
+800
+26% +$66.3K 0.02% 91
2025
Q3 		$229K Hold
3,037
– – 0.01% 101
2025
Q2 		$211K Sell
3,037
-300
-9% -$20.8K 0.01% 103
2025
Q1 		$237K Sell
3,337
-440
-12% -$31.1K 0.02% 92
2024
Q4 		$271K Sell
3,777
-1,189
-24% -$92.4K 0.02% 90
2024
Q3 		$420K Buy
4,966
+345
+7% +$26.9K 0.03% 85
2024
Q2 		$327K Sell
4,621
-800
-15% -$56.8K 0.02% 86
2024
Q1 		$346K Buy
5,421
+24
+0.4% +$1.41K 0.02% 87
2023
Q4 		$328K Hold
5,397
– – 0.02% 89
2023
Q3 		$309K Buy
5,397
+800
+17% +$55.4K 0.02% 93
2023
Q2 		$341K Buy
4,597
+500
+12% +$37.9K 0.02% 89
2023
Q1 		$316K Hold
4,097
– – 0.02% 88
2022
Q4 		$343K Sell
4,097
-306
-7% -$24.7K 0.03% 84
2022
Q3 		$345K Buy
4,403
+1,630
+59% +$138K 0.03% 80
2022
Q2 		$215K Hold
2,773
– – 0.02% 87
2022
Q1 		$235K Hold
2,773
– – 0.02% 92
2021
Q4 		$259K Sell
2,773
-600
-18% -$51.9K 0.02% 91
2021
Q3 		$268K Hold
3,373
– – 0.02% 96
2021
Q2 		$247K Hold
3,373
– – 0.02% 99
2021
Q1 		$255K Buy
3,373
+613
+22% +$47.8K 0.02% 96
2020
Q4 		$213K Sell
2,760
-800
-22% -$59.8K 0.02% 101
2020
Q3 		$247K Buy
+3,560
New +$246K 0.02% 91

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

Nichols & Pratt Advisers's NEE Position: Q1 2026 in Review

Nichols & Pratt Advisers held its NextEra Energy (NEE) position steady in Q1 2026 at 3,837 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #86.

Nichols & Pratt Advisers first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $420K in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Nichols & Pratt Advisers held 3,837 shares of NextEra Energy worth $356K as of Q1 2026.
  • Nichols & Pratt Advisers left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.02% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #86 holding.
  • Nichols & Pratt Advisers first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • Nichols & Pratt Advisers's NextEra Energy position peaked at $420K in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.