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ORBA Wealth Advisors’s NextEra Energy NEE Stock Holding History

ORBA 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 		$549K Hold
5,912
– – 0.65% 45
2025
Q4 		$475K Sell
5,912
-358
-6% -$29.7K 0.41% 53
2025
Q3 		$473K Hold
6,270
– – 0.39% 52
2025
Q2 		$435K Buy
6,270
+2,571
+70% +$179K 0.4% 48
2025
Q1 		$262K Hold
3,699
– – 0.13% 94
2024
Q4 		$265K Sell
3,699
-32
-0.9% -$2.49K 0.14% 91
2024
Q3 		$315K Sell
3,731
-30
-0.8% -$2.34K 0.16% 90
2024
Q2 		$266K Buy
3,761
+441
+13% +$31.3K 0.14% 90
2024
Q1 		$212K Hold
3,320
– – 0.12% 95
2023
Q4 		$202K Buy
+3,320
New +$189K 0.12% 90

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ORBA Wealth Advisors's NEE Position: Q1 2026 in Review

ORBA Wealth Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 5,912 shares worth $549K. The position accounts for 0.65% of the portfolio, ranked #45.

ORBA Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • ORBA Wealth Advisors held 5,912 shares of NextEra Energy worth $549K as of Q1 2026.
  • ORBA Wealth Advisors left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.65% of ORBA Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • ORBA Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.