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Prudent Man Advisors’s NextEra Energy NEE Stock Holding History

Prudent Man 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 		$918K Buy
9,886
+1,540
+18% +$137K 0.28% 79
2025
Q4 		$670K Sell
8,346
-13,330
-61% -$1.1M 0.24% 82
2025
Q3 		$1.64M Sell
21,676
-6,939
-24% -$507K 0.6% 35
2025
Q2 		$1.99M Buy
28,615
+4,234
+17% +$294K 0.63% 30
2025
Q1 		$1.73M Buy
24,381
+1,031
+4% +$72.8K 0.63% 29
2024
Q4 		$1.67M Sell
23,350
-1,579
-6% -$123K 0.61% 27
2024
Q3 		$2.11M Buy
24,929
+515
+2% +$40.2K 0.7% 23
2024
Q2 		$1.73M Buy
24,414
+980
+4% +$69.5K 0.61% 29
2024
Q1 		$1.5M Sell
23,434
-667
-3% -$39.1K 0.56% 33
2023
Q4 		$1.46M Buy
24,101
+3,574
+17% +$204K 0.55% 32
2023
Q3 		$1.18M Sell
20,527
-193
-0.9% -$13.4K 0.47% 43
2023
Q2 		$1.54M Sell
20,720
-245
-1% -$18.5K 0.58% 31
2023
Q1 		$1.62M Sell
20,965
-307
-1% -$23.6K 0.63% 24
2022
Q4 		$1.78M Buy
21,272
+2,272
+12% +$184K 0.72% 23
2022
Q3 		$1.49M Buy
19,000
+218
+1% +$18.5K 0.71% 20
2022
Q2 		$1.46M Sell
18,782
-225
-1% -$17.1K 0.68% 21
2022
Q1 		$1.61M Sell
19,007
-587
-3% -$47K 0.65% 24
2021
Q4 		$1.83M Sell
19,594
-1,876
-9% -$162K 0.7% 25
2021
Q3 		$1.69M Sell
21,470
-106
-0.5% -$8.55K 0.64% 28
2021
Q2 		$1.58M Buy
21,576
+401
+2% +$30.1K 0.61% 31
2021
Q1 		$1.6M Buy
21,175
+757
+4% +$59.1K 0.67% 26
2020
Q4 		$1.57M Sell
20,418
-254
-1% -$19K 0.66% 25
2020
Q3 		$1.43M Sell
20,672
-2,676
-11% -$185K 0.76% 22
2020
Q2 		$1.4M Buy
+23,348
New +$1.4M 1.24% 14

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

Prudent Man Advisors's NEE Position: Q1 2026 in Review

Prudent Man Advisors increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $137K and bringing the position to 9,886 shares worth $918K. The position accounts for 0.28% of the portfolio, ranked #79.

Prudent Man Advisors first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Prudent Man Advisors held 9,886 shares of NextEra Energy worth $918K as of Q1 2026.
  • Prudent Man Advisors bought 1,540 NextEra Energy shares in Q1 2026, an estimated $137K.
  • NextEra Energy made up 0.28% of Prudent Man Advisors's portfolio in Q1 2026, its #79 holding.
  • Prudent Man Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's NextEra Energy position peaked at $2.11M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.