Red Reef Advisors’s NextEra Energy NEE Stock Holding History

Red Reef 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	$260K	Sell	2,800 -432	-13%	-$38.4K	0.27%	100
2025 Q4	$259K	Buy	+3,232	New	+$268K	0.26%	104

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

Red Reef Advisors's NEE Position: Q1 2026 in Review

Red Reef Advisors reduced its NextEra Energy (NEE) stake by 13% in Q1 2026, selling an estimated $38.4K and leaving 2,800 shares worth $260K. The position accounts for 0.27% of the portfolio, ranked #100.

Red Reef Advisors first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Red Reef Advisors held 2,800 shares of NextEra Energy worth $260K as of Q1 2026.
Red Reef Advisors sold 432 NextEra Energy shares in Q1 2026, an estimated $38.4K.
NextEra Energy made up 0.27% of Red Reef Advisors's portfolio in Q1 2026, its #100 holding.
Red Reef Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.