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Pure Financial Advisors’s NextEra Energy NEE Stock Holding History

Pure 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 		$1.05M Buy
11,267
+596
+6% +$53K 0.02% 218
2025
Q4 		$857K Sell
10,671
-651
-6% -$53.9K 0.01% 235
2025
Q3 		$855K Buy
11,322
+2,726
+32% +$199K 0.01% 231
2025
Q2 		$597K Buy
8,596
+5,380
+167% +$374K 0.01% 260
2025
Q1 		$228K Buy
+3,216
New +$227K ﹤0.01% 356

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

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

Pure Financial Advisors increased its NextEra Energy (NEE) stake by 5.6% in Q1 2026, buying an estimated $53K and bringing the position to 11,267 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #218.

Pure Financial Advisors first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Pure Financial Advisors held 11,267 shares of NextEra Energy worth $1.05M as of Q1 2026.
  • Pure Financial Advisors bought 596 NextEra Energy shares in Q1 2026, an estimated $53K.
  • NextEra Energy made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #218 holding.
  • Pure Financial Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.