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Purpose Unlimited Inc’s NextEra Energy NEE Stock Holding History

Purpose Unlimited Inc’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 		$309K Buy
3,325
+175
+6% +$15.6K 0.01% 201
2025
Q4 		$253K Buy
+3,150
New +$261K 0.01% 169

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's NEE Position: Q1 2026 in Review

Purpose Unlimited Inc increased its NextEra Energy (NEE) stake by 5.6% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,325 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #201.

Purpose Unlimited Inc first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,037 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Purpose Unlimited Inc held 3,325 shares of NextEra Energy worth $309K as of Q1 2026.
  • Purpose Unlimited Inc bought 175 NextEra Energy shares in Q1 2026, an estimated $15.6K.
  • NextEra Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #201 holding.
  • Purpose Unlimited Inc first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • 3,037 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.