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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
Q2 		$389K Buy
4,437
+600
+16% +$54.3K 0.02% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nichols & Pratt Advisers's NEE Position: Q2 2026 in Review

Nichols & Pratt Advisers increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $54.3K and bringing the position to 4,437 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #84.

Nichols & Pratt Advisers first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $420K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nichols & Pratt Advisers held 4,437 shares of NextEra Energy worth $389K as of Q2 2026.
  • Nichols & Pratt Advisers bought 600 NextEra Energy shares in Q2 2026, an estimated $54.3K.
  • NextEra Energy made up 0.02% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #84 holding.
  • Nichols & Pratt Advisers first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
  • Nichols & Pratt Advisers's NextEra Energy position peaked at $420K in Q3 2024.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.