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Planning Directions’s NextEra Energy NEE Stock Holding History

Planning Directions’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 		$286K Buy
3,077
+18
+0.6% +$1.6K 0.14% 80
2025
Q4 		$246K Buy
3,059
+49
+2% +$4.06K 0.12% 84
2025
Q3 		$227K Buy
3,010
+21
+0.7% +$1.53K 0.12% 85
2025
Q2 		$207K Sell
2,989
-2,779
-48% -$193K 0.12% 84
2025
Q1 		$409K Buy
5,768
+2,420
+72% +$171K 0.17% 74
2024
Q4 		$240K Buy
3,348
+116
+4% +$9.01K 0.14% 70
2024
Q3 		$273K Buy
+3,232
New +$252K 0.16% 66

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

Planning Directions's NEE Position: Q1 2026 in Review

Planning Directions increased its NextEra Energy (NEE) stake by 0.59% in Q1 2026, buying an estimated $1.6K and bringing the position to 3,077 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #80.

Planning Directions first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $409K in Q1 2025. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Planning Directions held 3,077 shares of NextEra Energy worth $286K as of Q1 2026.
  • Planning Directions bought 18 NextEra Energy shares in Q1 2026, an estimated $1.6K.
  • NextEra Energy made up 0.14% of Planning Directions's portfolio in Q1 2026, its #80 holding.
  • Planning Directions first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • Planning Directions's NextEra Energy position peaked at $409K in Q1 2025.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.