Old Port Advisors’s NextEra Energy NEE Stock Holding History

Old Port 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	$207K	Buy	+2,232	New	+$198K	0.05%	233
2024 Q4	–	Sell	-2,640	Closed	-$223K	–	238
2024 Q3	$223K	Buy	+2,640	New	+$206K	0.06%	216
2023 Q1	$259K	Sell	3,302 -91	-3%	-$7K	0.09%	182
2022 Q4	$284K	Sell	3,393 -18	-0.5%	-$1.45K	0.11%	174
2022 Q3	$279K	Hold	3,411	–	–	0.11%	175
2022 Q2	$270K	Sell	3,411 -80	-2%	-$6.09K	0.1%	184
2022 Q1	$299K	Buy	3,491 +18	+0.5%	+$1.44K	0.1%	185
2021 Q4	$298K	Buy	3,473 +402	+13%	+$34.7K	0.1%	181
2021 Q3	$249K	Buy	3,071 +15	+0.5%	+$1.21K	0.09%	187
2021 Q2	$231K	Buy	3,056 +191	+7%	+$14.3K	0.08%	200
2021 Q1	$217K	Buy	+2,865	New	+$224K	0.09%	201
2020 Q4	–	Sell	-3,468	Closed	-$241K	–	193
2020 Q3	$241K	Buy	3,468 +56	+2%	+$3.87K	0.12%	151
2020 Q2	$205K	Hold	3,412	–	–	0.11%	162
2020 Q1	$205K	Buy	+3,412	New	+$214K	0.13%	154

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

Old Port Advisors's NEE Position: Q1 2026 in Review

Old Port Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 2,232 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings. This is a return to the name: Old Port Advisors previously reported a position in NEE as recently as Q3 2024.

Old Port Advisors first reported a position in NEE in Q1 2020 and has held it in 14 quarters since. The position peaked at $299K in Q1 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Old Port Advisors held 2,232 shares of NextEra Energy worth $207K as of Q1 2026.
NextEra Energy was a new Old Port Advisors position in Q1 2026.
NextEra Energy made up 0.05% of Old Port Advisors's portfolio in Q1 2026, its #233 holding.
Old Port Advisors first reported a position in NextEra Energy in Q1 2020 and has held it in 14 quarters since.
Old Port Advisors's NextEra Energy position peaked at $299K in Q1 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.