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S.E.E.D. Planning Group’s NextEra Energy NEE Stock Holding History

S.E.E.D. Planning Group’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 		$13.8M Sell
148,628
-20,822
-12% -$1.85M 4.01% 4
2025
Q4 		$13.6M Sell
169,450
-4,284
-2% -$355K 3.88% 7
2025
Q3 		$13.1M Buy
173,734
+2,476
+1% +$181K 3.82% 9
2025
Q2 		$11.9M Buy
171,258
+3,287
+2% +$228K 3.73% 9
2025
Q1 		$11.9M Buy
167,971
+12,913
+8% +$911K 4.01% 4
2024
Q4 		$11.1M Buy
155,058
+15,138
+11% +$1.18M 3.71% 8
2024
Q3 		$11.8M Sell
139,920
-22,102
-14% -$1.72M 3.92% 4
2024
Q2 		$11.5M Sell
162,022
-12,249
-7% -$869K 4.17% 3
2024
Q1 		$11.1M Buy
174,271
+24,659
+16% +$1.44M 4.07% 3
2023
Q4 		$9.09M Buy
149,612
+26,236
+21% +$1.5M 3.66% 8
2023
Q3 		$7.07M Buy
123,376
+12,993
+12% +$899K 2.73% 16
2023
Q2 		$8.19M Buy
110,383
+8,323
+8% +$630K 2.87% 8
2023
Q1 		$7.87M Buy
102,060
+13,477
+15% +$1.04M 3.04% 10
2022
Q4 		$7.41M Buy
88,583
+2,831
+3% +$229K 3.21% 8
2022
Q3 		$6.72M Sell
85,752
-5,408
-6% -$459K 3.14% 7
2022
Q2 		$7.06M Buy
91,160
+15,289
+20% +$1.16M 3.2% 7
2022
Q1 		$6.43M Buy
75,871
+13,284
+21% +$1.06M 2.74% 11
2021
Q4 		$5.84M Sell
62,587
-2,235
-3% -$193K 2.54% 9
2021
Q3 		$5.09M Buy
64,822
+10,848
+20% +$875K 2.4% 12
2021
Q2 		$3.96M Buy
53,974
+2,666
+5% +$200K 1.95% 22
2021
Q1 		$3.88M Buy
51,308
+11,914
+30% +$930K 2.13% 18
2020
Q4 		$3.04M Sell
39,394
-2,910
-7% -$218K 1.82% 28
2020
Q3 		$2.94M Sell
42,304
-4,512
-10% -$312K 2.15% 19
2020
Q2 		$2.81M Sell
46,816
-1,328
-3% -$79.5K 2.2% 23
2020
Q1 		$2.9M Buy
48,144
+38,956
+424% +$2.45M 2.81% 11
2019
Q4 		$556K Buy
+9,188
New +$536K 0.48% 40

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

S.E.E.D. Planning Group's NEE Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its NextEra Energy (NEE) stake by 12% in Q1 2026, selling an estimated $1.85M and leaving 148,628 shares worth $13.8M. The position accounts for 4.01% of the portfolio, ranked #4.

S.E.E.D. Planning Group first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • S.E.E.D. Planning Group held 148,628 shares of NextEra Energy worth $13.8M as of Q1 2026.
  • S.E.E.D. Planning Group sold 20,822 NextEra Energy shares in Q1 2026, an estimated $1.85M.
  • NextEra Energy made up 4.01% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #4 holding.
  • S.E.E.D. Planning Group first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.