Red Tortoise LLC’s NextEra Energy NEE Stock Holding History

Red Tortoise LLC’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	$14.7K	Hold	158	–	–	0.01%	235
2025 Q4	$12.7K	Hold	158	–	–	0.01%	250
2025 Q3	$11.9K	Hold	158	–	–	0.01%	252
2025 Q2	$11K	Hold	158	–	–	0.01%	255
2025 Q1	$11.2K	Hold	158	–	–	0.01%	221
2024 Q4	$11.3K	Hold	158	–	–	0.01%	230
2024 Q3	$13.4K	Hold	158	–	–	0.01%	204
2024 Q2	$11.2K	Hold	158	–	–	0.01%	223
2024 Q1	$10.1K	Sell	158 -54	-25%	-$3.16K	0.01%	222
2023 Q4	$12.9K	Buy	212 +158	+293%	+$9.01K	0.01%	162
2023 Q3	$3.09K	Buy	54 +33	+157%	+$2.29K	﹤0.01%	364
2023 Q2	$1.56K	Buy	21 +1	+5%	+$76	﹤0.01%	502
2023 Q1	$1.54K	Sell	20 -107	-84%	-$8.23K	﹤0.01%	484
2022 Q4	$10.6K	Buy	+127	New	+$10.3K	0.01%	221
2021 Q4	–	Sell	-961	Closed	-$75K	–	358
2021 Q3	$75K	Buy	+961	New	+$77.5K	0.06%	92

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 Tortoise LLC's NEE Position: Q1 2026 in Review

Red Tortoise LLC held its NextEra Energy (NEE) position steady in Q1 2026 at 158 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #235.

Red Tortoise LLC first reported a position in NEE in Q3 2021 and has held it in 15 quarters since. The position peaked at $75K in Q3 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Red Tortoise LLC held 158 shares of NextEra Energy worth $14.7K as of Q1 2026.
Red Tortoise LLC left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #235 holding.
Red Tortoise LLC first reported a position in NextEra Energy in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's NextEra Energy position peaked at $75K in Q3 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.