Plotkin Financial Advisors’s NextEra Energy NEE Stock Holding History

Plotkin Financial 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	$504K	Hold	5,425	–	–	0.25%	55
2025 Q4	$436K	Hold	5,425	–	–	0.21%	66
2025 Q3	$410K	Hold	5,425	–	–	0.2%	69
2025 Q2	$377K	Sell	5,425 -100	-2%	-$6.95K	0.21%	67
2025 Q1	$392K	Sell	5,525 -275	-5%	-$19.4K	0.24%	65
2024 Q4	$416K	Hold	5,800	–	–	0.25%	62
2024 Q3	$490K	Buy	5,800 +400	+7%	+$31.2K	0.29%	53
2024 Q2	$382K	Hold	5,400	–	–	0.25%	62
2024 Q1	$345K	Hold	5,400	–	–	0.23%	63
2023 Q4	$328K	Hold	5,400	–	–	0.25%	59
2023 Q3	$309K	Sell	5,400 -45	-0.8%	-$3.12K	0.27%	58
2023 Q2	$404K	Buy	5,445 +245	+5%	+$18.5K	0.34%	50
2023 Q1	$401K	Hold	5,200	–	–	0.37%	45
2022 Q4	$435K	Hold	5,200	–	–	0.44%	40
2022 Q3	$408K	Hold	5,200	–	–	0.41%	42
2022 Q2	$403K	Hold	5,200	–	–	0.38%	40
2022 Q1	$440K	Hold	5,200	–	–	0.31%	49
2021 Q4	$485K	Sell	5,200 -920	-15%	-$79.5K	0.31%	51
2021 Q3	$481K	Hold	6,120	–	–	0.29%	56
2021 Q2	$448K	Sell	6,120 -48	-0.8%	-$3.6K	0.25%	61
2021 Q1	$466K	Buy	6,168 +48	+0.8%	+$3.75K	0.29%	49
2020 Q4	$472K	Hold	6,120	–	–	0.31%	41
2020 Q3	$425K	Hold	6,120	–	–	0.47%	37
2020 Q2	$367K	Hold	6,120	–	–	0.31%	41
2020 Q1	$368K	Hold	6,120	–	–	0.45%	37
2019 Q4	$371K	Buy	+6,120	New	+$357K	0.34%	41

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

Plotkin Financial Advisors's NEE Position: Q1 2026 in Review

Plotkin Financial Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 5,425 shares worth $504K. The position accounts for 0.25% of the portfolio, ranked #55.

Plotkin Financial Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Plotkin Financial Advisors held 5,425 shares of NextEra Energy worth $504K as of Q1 2026.
Plotkin Financial Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.25% of Plotkin Financial Advisors's portfolio in Q1 2026, its #55 holding.
Plotkin Financial Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.