Powers Advisory Group’s NextEra Energy NEE Stock Holding History

Powers Advisory Group’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	$368K	Buy	3,957 +171	+5%	+$15.2K	0.13%	91
2025 Q4	$304K	Buy	3,786 +325	+9%	+$26.9K	0.11%	100
2025 Q3	$261K	Buy	3,461 +27	+0.8%	+$1.97K	0.1%	107
2025 Q2	$238K	Buy	3,434 +285	+9%	+$19.8K	0.1%	104
2025 Q1	$223K	Buy	+3,149	New	+$222K	0.11%	105

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

Powers Advisory Group's NEE Position: Q1 2026 in Review

Powers Advisory Group increased its NextEra Energy (NEE) stake by 4.5% in Q1 2026, buying an estimated $15.2K and bringing the position to 3,957 shares worth $368K. The position accounts for 0.13% of the portfolio, ranked #91.

Powers Advisory Group first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Powers Advisory Group held 3,957 shares of NextEra Energy worth $368K as of Q1 2026.
Powers Advisory Group bought 171 NextEra Energy shares in Q1 2026, an estimated $15.2K.
NextEra Energy made up 0.13% of Powers Advisory Group's portfolio in Q1 2026, its #91 holding.
Powers Advisory Group first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.