Retirement Planning Group (Kansas)’s NextEra Energy NEE Stock Holding History

Retirement Planning Group (Kansas)’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	$643K	Sell	6,920 -630	-8%	-$56K	0.02%	260
2025 Q4	$606K	Sell	7,550 -780	-9%	-$64.6K	0.02%	244
2025 Q3	$629K	Buy	+8,330	New	+$609K	0.02%	238
2022 Q1	–	Sell	-2,449	Closed	-$229K	–	115
2021 Q4	$229K	Buy	+2,449	New	+$212K	0.02%	99
2021 Q2	–	Sell	-3,017	Closed	-$228K	–	86
2021 Q1	$228K	Hold	3,017	–	–	0.03%	56
2020 Q4	$233K	Sell	3,017 -199	-6%	-$14.9K	0.03%	57
2020 Q3	$223K	Buy	+3,216	New	+$222K	0.04%	55
2020 Q2	–	Sell	-3,392	Closed	-$204K	–	60
2020 Q1	$204K	Hold	3,392	–	–	0.05%	56
2019 Q4	$205K	Buy	+3,392	New	+$198K	0.04%	74

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 Planning Group (Kansas)'s NEE Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its NextEra Energy (NEE) stake by 8.3% in Q1 2026, selling an estimated $56K and leaving 6,920 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #260.

Retirement Planning Group (Kansas) first reported a position in NEE in Q4 2019 and has held it in 9 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Retirement Planning Group (Kansas) held 6,920 shares of NextEra Energy worth $643K as of Q1 2026.
Retirement Planning Group (Kansas) sold 630 NextEra Energy shares in Q1 2026, an estimated $56K.
NextEra Energy made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #260 holding.
Retirement Planning Group (Kansas) first reported a position in NextEra Energy in Q4 2019 and has held it in 9 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.