PKS Advisory Services’s NextEra Energy NEE Stock Holding History

PKS Advisory Services’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	$742K	Buy	7,993 +391	+5%	+$34.8K	0.17%	122
2025 Q4	$610K	Sell	7,602 -312	-4%	-$25.8K	0.14%	139
2025 Q3	$597K	Sell	7,914 -40	-0.5%	-$2.92K	0.12%	140
2025 Q2	$552K	Sell	7,954 -33	-0.4%	-$2.29K	0.14%	139
2025 Q1	$566K	Sell	7,987 -316	-4%	-$22.3K	0.16%	119
2024 Q4	$595K	Buy	+8,303	New	+$645K	0.15%	120

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

PKS Advisory Services's NEE Position: Q1 2026 in Review

PKS Advisory Services increased its NextEra Energy (NEE) stake by 5.1% in Q1 2026, buying an estimated $34.8K and bringing the position to 7,993 shares worth $742K. The position accounts for 0.17% of the portfolio, ranked #122.

PKS Advisory Services first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

PKS Advisory Services held 7,993 shares of NextEra Energy worth $742K as of Q1 2026.
PKS Advisory Services bought 391 NextEra Energy shares in Q1 2026, an estimated $34.8K.
NextEra Energy made up 0.17% of PKS Advisory Services's portfolio in Q1 2026, its #122 holding.
PKS Advisory Services first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.