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Perennial Investment Advisors’s NextEra Energy NEE Stock Holding History

Perennial Investment 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 		$512K Buy
5,510
+816
+17% +$72.5K 0.04% 295
2025
Q4 		$377K Buy
4,694
+328
+8% +$27.2K 0.03% 324
2025
Q3 		$330K Buy
4,366
+575
+15% +$42K 0.03% 345
2025
Q2 		$263K Buy
3,791
+225
+6% +$15.6K 0.03% 380
2025
Q1 		$253K Buy
3,566
+272
+8% +$19.2K 0.03% 354
2024
Q4 		$236K Buy
3,294
+39
+1% +$3.03K 0.03% 353
2024
Q3 		$275K Buy
3,255
+49
+2% +$3.82K 0.04% 303
2024
Q2 		$227K Sell
3,206
-25
-0.8% -$1.77K 0.03% 327
2024
Q1 		$206K Buy
+3,231
New +$189K 0.03% 320
2023
Q3 		– Sell
-3,110
Closed -$231K – 366
2023
Q2 		$231K Buy
3,110
+211
+7% +$16K 0.04% 296
2023
Q1 		$224K Buy
2,899
+231
+9% +$17.8K 0.04% 292
2022
Q4 		$223K Buy
2,668
+97
+4% +$7.84K 0.09% 188
2022
Q3 		$202K Buy
+2,571
New +$218K 0.09% 182

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

Perennial Investment Advisors's NEE Position: Q1 2026 in Review

Perennial Investment Advisors increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $72.5K and bringing the position to 5,510 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #295.

Perennial Investment Advisors first reported a position in NEE in Q3 2022 and has held it in 13 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Perennial Investment Advisors held 5,510 shares of NextEra Energy worth $512K as of Q1 2026.
  • Perennial Investment Advisors bought 816 NextEra Energy shares in Q1 2026, an estimated $72.5K.
  • NextEra Energy made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #295 holding.
  • Perennial Investment Advisors first reported a position in NextEra Energy in Q3 2022 and has held it in 13 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.