North Ridge Wealth Advisors’s NextEra Energy NEE Stock Holding History

North Ridge Wealth 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	$16K	Buy	172 +152	+760%	+$13.5K	0.01%	119
2025 Q4	$1.61K	Hold	20	–	–	﹤0.01%	161
2025 Q3	$1.51K	Hold	20	–	–	﹤0.01%	168
2025 Q2	$1.39K	Hold	20	–	–	﹤0.01%	159
2025 Q1	$1.42K	Hold	20	–	–	﹤0.01%	147
2024 Q4	$1.43K	Buy	+20	New	+$1.55K	﹤0.01%	161

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

North Ridge Wealth Advisors's NEE Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its NextEra Energy (NEE) stake by 760% in Q1 2026, buying an estimated $13.5K and bringing the position to 172 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #119.

North Ridge Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

North Ridge Wealth Advisors held 172 shares of NextEra Energy worth $16K as of Q1 2026.
North Ridge Wealth Advisors bought 152 NextEra Energy shares in Q1 2026, an estimated $13.5K.
NextEra Energy made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #119 holding.
North Ridge Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.