Retirement Guys Formula’s NextEra Energy NEE Stock Holding History

Retirement Guys Formula’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	$1.39M	Sell	14,980 -111	-0.7%	-$9.87K	0.64%	65
2025 Q4	$1.21M	Sell	15,091 -236	-2%	-$19.5K	0.55%	71
2025 Q3	$1.16M	Buy	15,327 +445	+3%	+$32.5K	0.41%	78
2025 Q2	$1.03M	Buy	14,882 +1,815	+14%	+$126K	0.39%	90
2025 Q1	$926K	Buy	+13,067	New	+$922K	0.46%	90

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

Retirement Guys Formula's NEE Position: Q1 2026 in Review

Retirement Guys Formula reduced its NextEra Energy (NEE) stake by 0.74% in Q1 2026, selling an estimated $9.87K and leaving 14,980 shares worth $1.39M. The position accounts for 0.64% of the portfolio, ranked #65.

Retirement Guys Formula first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Retirement Guys Formula held 14,980 shares of NextEra Energy worth $1.39M as of Q1 2026.
Retirement Guys Formula sold 111 NextEra Energy shares in Q1 2026, an estimated $9.87K.
NextEra Energy made up 0.64% of Retirement Guys Formula's portfolio in Q1 2026, its #65 holding.
Retirement Guys Formula first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.