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Ranch Capital Advisors’s NextEra Energy NEE Stock Holding History

Ranch Capital 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 		$1.79M Buy
19,261
+311
+2% +$27.6K 0.65% 50
2025
Q4 		$1.52M Buy
18,950
+2,149
+13% +$178K 0.56% 56
2025
Q3 		$1.27M Sell
16,801
-30
-0.2% -$2.19K 0.49% 57
2025
Q2 		$1.17M Buy
16,831
+264
+2% +$18.3K 0.51% 56
2025
Q1 		$1.17M Sell
16,567
-106
-0.6% -$7.48K 0.56% 55
2024
Q4 		$1.2M Buy
16,673
+588
+4% +$45.7K 0.56% 53
2024
Q3 		$1.36M Buy
16,085
+293
+2% +$22.9K 0.64% 53
2024
Q2 		$1.12M Buy
15,792
+1,743
+12% +$124K 0.58% 53
2024
Q1 		$898K Buy
14,049
+5,297
+61% +$310K 0.49% 61
2023
Q4 		$532K Buy
8,752
+241
+3% +$13.7K 0.33% 86
2023
Q3 		$488K Buy
8,511
+243
+3% +$16.8K 0.34% 87
2023
Q2 		$614K Sell
8,268
-113
-1% -$8.55K 0.43% 71
2023
Q1 		$646K Buy
8,381
+2,659
+46% +$204K 0.47% 68
2022
Q4 		$478K Buy
5,722
+640
+13% +$51.7K 0.37% 82
2022
Q3 		$398K Hold
5,082
– – 0.33% 95
2022
Q2 		$394K Hold
5,082
– – 0.3% 95
2022
Q1 		$430K Hold
5,082
– – 0.28% 100
2021
Q4 		$474K Hold
5,082
– – 0.31% 97
2021
Q3 		$399K Buy
+5,082
New +$410K 0.25% 105
2021
Q2 		– Sell
-5,082
Closed -$381K – 117
2021
Q1 		$384K Sell
5,082
-132
-3% -$10.3K 0.25% 103
2020
Q4 		$402K Sell
5,214
-7,230
-58% -$541K 0.29% 94
2020
Q3 		$863K Sell
12,444
-3,584
-22% -$247K 0.69% 34
2020
Q2 		$1.14M Buy
16,028
+300
+2% +$18K 0.89% 17
2020
Q1 		$946K Buy
15,728
+168
+1% +$10.6K 0.94% 19
2019
Q4 		$942K Buy
15,560
+1,640
+12% +$95.8K 0.76% 22
2019
Q3 		$811K Buy
+13,920
New +$753K 0.87% 26

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

Ranch Capital Advisors's NEE Position: Q1 2026 in Review

Ranch Capital Advisors increased its NextEra Energy (NEE) stake by 1.6% in Q1 2026, buying an estimated $27.6K and bringing the position to 19,261 shares worth $1.79M. The position accounts for 0.65% of the portfolio, ranked #50.

Ranch Capital Advisors first reported a position in NEE in Q3 2019 and has held it in 26 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Ranch Capital Advisors held 19,261 shares of NextEra Energy worth $1.79M as of Q1 2026.
  • Ranch Capital Advisors bought 311 NextEra Energy shares in Q1 2026, an estimated $27.6K.
  • NextEra Energy made up 0.65% of Ranch Capital Advisors's portfolio in Q1 2026, its #50 holding.
  • Ranch Capital Advisors first reported a position in NextEra Energy in Q3 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 Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.