OneFund LLC’s NextEra Energy NEE Stock Holding History

OneFund LLC’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	$532K	Sell	5,725 -213	-4%	-$18.9K	0.34%	52
2025 Q4	$477K	Buy	5,938 +350	+6%	+$29K	0.28%	64
2025 Q3	$422K	Buy	5,588 +188	+3%	+$13.7K	0.27%	68
2025 Q2	$375K	Sell	5,400 -38	-0.7%	-$2.64K	0.27%	69
2025 Q1	$386K	Buy	5,438 +1	+0%	+$71	0.39%	62
2024 Q4	$390K	Buy	5,437 +43	+0.8%	+$3.34K	0.37%	63
2024 Q3	$456K	Buy	5,394 +33	+0.6%	+$2.58K	0.46%	53
2024 Q2	$380K	Buy	5,361 +40	+0.8%	+$2.84K	0.41%	59
2024 Q1	$337K	Sell	5,321 -104	-2%	-$6.09K	0.4%	65
2023 Q4	$330K	Buy	+5,425	New	+$309K	0.43%	65

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

OneFund LLC's NEE Position: Q1 2026 in Review

OneFund LLC reduced its NextEra Energy (NEE) stake by 3.6% in Q1 2026, selling an estimated $18.9K and leaving 5,725 shares worth $532K. The position accounts for 0.34% of the portfolio, ranked #52.

OneFund LLC first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

OneFund LLC held 5,725 shares of NextEra Energy worth $532K as of Q1 2026.
OneFund LLC sold 213 NextEra Energy shares in Q1 2026, an estimated $18.9K.
NextEra Energy made up 0.34% of OneFund LLC's portfolio in Q1 2026, its #52 holding.
OneFund LLC first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on OneFund LLC's 13F filing for Q1 2026, filed 8 May 2026.