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Richard W. Paul & Associates’s NextEra Energy NEE Stock Holding History

Richard W. Paul & Associates’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 		$1.24M Buy
13,320
+311
+2% +$27.6K 0.42% 68
2025
Q4 		$1.04M Buy
13,009
+3,800
+41% +$315K 0.35% 82
2025
Q3 		$695K Buy
9,209
+869
+10% +$63.5K 0.24% 98
2025
Q2 		$579K Buy
8,340
+610
+8% +$42.4K 0.21% 106
2025
Q1 		$548K Sell
7,730
-3,409
-31% -$241K 0.21% 106
2024
Q4 		$799K Sell
11,139
-29
-0.3% -$2.25K 0.29% 96
2024
Q3 		$944K Sell
11,168
-158
-1% -$12.3K 0.34% 83
2024
Q2 		$802K Sell
11,326
-1,034
-8% -$73.4K 0.31% 89
2024
Q1 		$790K Buy
12,360
+1,704
+16% +$99.8K 0.32% 84
2023
Q4 		$647K Buy
10,656
+736
+7% +$41.9K 0.27% 98
2023
Q3 		$568K Buy
9,920
+966
+11% +$66.9K 0.26% 96
2023
Q2 		$664K Buy
8,954
+325
+4% +$24.6K 0.29% 95
2023
Q1 		$665K Buy
8,629
+303
+4% +$23.3K 0.31% 95
2022
Q4 		$696K Buy
+8,326
New +$673K 0.35% 79

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richard W. Paul & Associates's NEE Position: Q1 2026 in Review

Richard W. Paul & Associates increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $27.6K and bringing the position to 13,320 shares worth $1.24M. The position accounts for 0.42% of the portfolio, ranked #68.

Richard W. Paul & Associates first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Richard W. Paul & Associates held 13,320 shares of NextEra Energy worth $1.24M as of Q1 2026.
  • Richard W. Paul & Associates bought 311 NextEra Energy shares in Q1 2026, an estimated $27.6K.
  • NextEra Energy made up 0.42% of Richard W. Paul & Associates's portfolio in Q1 2026, its #68 holding.
  • Richard W. Paul & Associates first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.