Ross\Johnson & Associates’s NextEra Energy NEE Stock Holding History

Ross\Johnson & 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	$372	Sell	4 -4	-50%	-$356	0.01%	127
2025 Q4	$642	Buy	8 +4	+100%	+$331	0.01%	126
2025 Q3	$302	Hold	4	–	–	0.01%	147
2025 Q2	$278	Hold	4	–	–	0.01%	154
2025 Q1	$284	Buy	+4	New	+$282	﹤0.01%	292

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

Ross\Johnson & Associates's NEE Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its NextEra Energy (NEE) stake by 50% in Q1 2026, selling an estimated $356 and leaving 4 shares worth $372. The position accounts for 0.01% of the portfolio, ranked #127.

Ross\Johnson & Associates first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $642 in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Ross\Johnson & Associates held 4 shares of NextEra Energy worth $372 as of Q1 2026.
Ross\Johnson & Associates sold 4 NextEra Energy shares in Q1 2026, an estimated $356.
NextEra Energy made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #127 holding.
Ross\Johnson & Associates first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
Ross\Johnson & Associates's NextEra Energy position peaked at $642 in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.