Rational Advisors’s NextEra Energy NEE Stock Holding History

Rational 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	–	Sell	-8,916	Closed	-$716K	–	190
2025 Q4	$716K	Buy	8,916 +2,641	+42%	+$219K	0.07%	102
2025 Q3	$474K	Sell	6,275 -5,298	-46%	-$387K	0.05%	107
2025 Q2	$803K	Sell	11,573 -37,700	-77%	-$2.62M	0.08%	87
2025 Q1	$3.49M	Buy	49,273 +40,751	+478%	+$2.88M	0.35%	48
2024 Q4	$611K	Buy	8,522 +8,010	+1,564%	+$622K	0.06%	86
2024 Q3	$43.3K	Sell	512 -2,773	-84%	-$216K	﹤0.01%	135
2024 Q2	$233K	Buy	3,285 +1,352	+70%	+$95.9K	0.02%	106
2024 Q1	$124K	Sell	1,933 -228	-11%	-$13.4K	0.01%	116
2023 Q4	$131K	Sell	2,161 -2,843	-57%	-$162K	0.01%	110
2023 Q3	$292K	Sell	5,004 -1,024	-17%	-$70.9K	0.03%	97
2023 Q2	$447K	Buy	6,028 +5,730	+1,923%	+$434K	0.04%	98
2023 Q1	$23K	Hold	298	–	–	﹤0.01%	187
2022 Q4	$24.9K	Hold	298	–	–	﹤0.01%	162
2022 Q3	$23K	Buy	298 +1	+0.3%	+$85	﹤0.01%	163
2022 Q2	$23K	Sell	297 -65,145	-100%	-$4.96M	﹤0.01%	168
2022 Q1	$5.54M	Buy	+65,442	New	+$5.24M	0.33%	25
2020 Q4	–	Sell	-436	Closed	-$30K	–	475
2020 Q3	$30K	Sell	436 -400	-48%	-$27.6K	0.01%	207
2020 Q2	$50K	Sell	836 -12,304	-94%	-$736K	0.03%	189
2020 Q1	$790K	Sell	13,140 -12,236	-48%	-$769K	0.58%	53
2019 Q4	$1.54M	Buy	25,376 +2,164	+9%	+$126K	0.72%	40
2019 Q3	$1.35M	Sell	23,212 -6,516	-22%	-$353K	0.52%	56
2019 Q2	$1.52M	Sell	29,728 -18,492	-38%	-$910K	0.54%	53
2019 Q1	$2.33M	Buy	48,220 +45,320	+1,563%	+$2.07M	0.63%	52
2018 Q4	$126K	Buy	2,900 +1,556	+116%	+$68K	0.04%	224
2018 Q3	$56K	Sell	1,344 -620	-32%	-$26.4K	0.01%	283
2018 Q2	$82K	Buy	1,964 +1,764	+882%	+$71.2K	0.04%	244
2018 Q1	$8K	Buy	+200	New	+$7.71K	﹤0.01%	393
2017 Q3	–	Sell	-31,516	Closed	-$1.1M	–	365
2017 Q2	$1.1M	Buy	31,516 +19,460	+161%	+$665K	0.69%	43
2017 Q1	$387K	Buy	12,056 +2,208	+22%	+$69.4K	0.25%	101
2016 Q4	$292K	Buy	9,848 +4,440	+82%	+$133K	0.28%	82
2016 Q3	$165K	Buy	+5,408	New	+$170K	0.11%	144
2016 Q2	–	Sell	-15,000	Closed	-$444K	–	242
2016 Q1	$444K	Buy	+15,000	New	+$421K	0.29%	105
2015 Q3	$93K	Hold	3,808	–	–	0.04%	222
2015 Q2	$93K	Sell	3,808 -6,016	-61%	-$153K	0.03%	223
2015 Q1	$256K	Sell	9,824 -1,356	-12%	-$35.8K	0.06%	177
2014 Q4	$297K	Buy	+11,180	New	+$282K	0.06%	201
2013 Q4	$403K	Sell	18,848 -1,008	-5%	-$21.3K	0.03%	377
2013 Q3	$398K	Buy	19,856 +932	+5%	+$19.2K	0.03%	413
2013 Q2	$385K	Buy	+18,924	New	+$375K	0.03%	419

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

Rational Advisors's NEE Position: Q1 2026 in Review

Rational Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 8,916 shares — an estimated $716K sold.

Rational Advisors first reported a position in NEE in Q2 2013 and held it in 39 quarters. The position peaked at $5.54M in Q1 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Rational Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Rational Advisors sold 8,916 NextEra Energy shares in Q1 2026, an estimated $716K.
Rational Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 39 quarters.
Rational Advisors's NextEra Energy position peaked at $5.54M in Q1 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.