Notis-McConarty Edward’s NextEra Energy NEE Stock Holding History

Notis-McConarty Edward’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	$1.69M	Buy	18,143 +6,225	+52%	+$553K	0.84%	33
2025 Q4	$957K	Buy	11,918 +200	+2%	+$16.6K	0.44%	45
2025 Q3	$885K	Hold	11,718	–	–	0.41%	46
2025 Q2	$813K	Hold	11,718	–	–	0.4%	48
2025 Q1	$831K	Buy	11,718 +1,440	+14%	+$102K	0.43%	44
2024 Q4	$737K	Buy	10,278 +334	+3%	+$25.9K	0.36%	50
2024 Q3	$841K	Sell	9,944 -8,402	-46%	-$656K	0.38%	48
2024 Q2	$1.3M	Hold	18,346	–	–	0.51%	46
2024 Q1	$1.17M	Buy	18,346 +650	+4%	+$38.1K	0.46%	48
2023 Q4	$1.07M	Hold	17,696	–	–	0.43%	51
2023 Q3	$1.01M	Hold	17,696	–	–	0.41%	52
2023 Q2	$1.31M	Hold	17,696	–	–	0.5%	51
2023 Q1	$1.36M	Hold	17,696	–	–	0.54%	47
2022 Q4	$1.48M	Sell	17,696 -607	-3%	-$49K	0.62%	45
2022 Q3	$1.44M	Sell	18,303 -532	-3%	-$45.1K	0.64%	46
2022 Q2	$1.46M	Hold	18,835	–	–	0.61%	50
2022 Q1	$1.6M	Hold	18,835	–	–	0.57%	49
2021 Q4	$1.76M	Hold	18,835	–	–	0.59%	49
2021 Q3	$1.48M	Buy	18,835 +75	+0.4%	+$6.05K	0.54%	52
2021 Q2	$1.38M	Hold	18,760	–	–	0.51%	58
2021 Q1	$1.42M	Hold	18,760	–	–	0.55%	54
2020 Q4	$1.45M	Hold	18,760	–	–	0.59%	50
2020 Q3	$1.3M	Hold	18,760	–	–	0.57%	52
2020 Q2	$1.13M	Sell	18,760 -440	-2%	-$26.3K	0.53%	55
2020 Q1	$1.16M	Sell	19,200 -100	-0.5%	-$6.29K	0.64%	51
2019 Q4	$1.17M	Sell	19,300 -100	-0.5%	-$5.84K	0.52%	55
2019 Q3	$1.13M	Sell	19,400 -200	-1%	-$10.8K	0.53%	53
2019 Q2	$1M	Sell	19,600 -200	-1%	-$9.84K	0.47%	56
2019 Q1	$957K	Sell	19,800 -200	-1%	-$9.14K	0.46%	60
2018 Q4	$869K	Buy	20,000 +10,700	+115%	+$468K	0.48%	55
2018 Q3	$389K	Hold	9,300	–	–	0.21%	76
2018 Q2	$388K	Sell	9,300 -2,100	-18%	-$84.8K	0.23%	73
2018 Q1	$465K	Hold	11,400	–	–	0.28%	70
2017 Q4	$445K	Sell	11,400 -100	-0.9%	-$3.86K	0.26%	71
2017 Q3	$421K	Sell	11,500 -100	-0.9%	-$3.66K	0.26%	71
2017 Q2	$406K	Buy	11,600 +1,600	+16%	+$54.7K	0.26%	74
2017 Q1	$321K	Hold	10,000	–	–	0.21%	79
2016 Q4	$299K	Hold	10,000	–	–	0.21%	82
2016 Q3	$306K	Sell	10,000 -2,000	-17%	-$63K	0.21%	80
2016 Q2	$391K	Hold	12,000	–	–	0.27%	76
2016 Q1	$355K	Hold	12,000	–	–	0.25%	79
2015 Q4	$312K	Hold	12,000	–	–	0.22%	84
2015 Q3	$293K	Sell	12,000 -4,000	-25%	-$102K	0.22%	84
2015 Q2	$392K	Hold	16,000	–	–	0.27%	80
2015 Q1	$416K	Hold	16,000	–	–	0.29%	78
2014 Q4	$425K	Hold	16,000	–	–	0.29%	77
2014 Q3	$376K	Buy	+16,000	New	+$386K	0.26%	81

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

Notis-McConarty Edward's NEE Position: Q1 2026 in Review

Notis-McConarty Edward increased its NextEra Energy (NEE) stake by 52% in Q1 2026, buying an estimated $553K and bringing the position to 18,143 shares worth $1.69M. The position accounts for 0.84% of the portfolio, ranked #33.

Notis-McConarty Edward first reported a position in NEE in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.76M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Notis-McConarty Edward held 18,143 shares of NextEra Energy worth $1.69M as of Q1 2026.
Notis-McConarty Edward bought 6,225 NextEra Energy shares in Q1 2026, an estimated $553K.
NextEra Energy made up 0.84% of Notis-McConarty Edward's portfolio in Q1 2026, its #33 holding.
Notis-McConarty Edward first reported a position in NextEra Energy in Q3 2014 and has held it in 47 quarters since.
Notis-McConarty Edward's NextEra Energy position peaked at $1.76M in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.