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Sage Mountain Advisors’s NextEra Energy NEE Stock Holding History

Sage Mountain Advisors’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 		– Sell
-22,003
Closed -$1.77M – 472
2025
Q4 		$1.77M Sell
22,003
-2,659
-11% -$220K 0.09% 109
2025
Q3 		$1.86M Buy
24,662
+9,359
+61% +$684K 0.11% 101
2025
Q2 		$1.06M Buy
15,303
+2,015
+15% +$140K 0.07% 133
2025
Q1 		$942K Sell
13,288
-185
-1% -$13.1K 0.07% 127
2024
Q4 		$966K Buy
13,473
+640
+5% +$49.7K 0.07% 122
2024
Q3 		$1.08M Sell
12,833
-779
-6% -$60.8K 0.09% 102
2024
Q2 		$964K Buy
13,612
+4,338
+47% +$308K 0.09% 101
2024
Q1 		$593K Buy
9,274
+1,697
+22% +$99.4K 0.06% 136
2023
Q4 		$460K Buy
7,577
+509
+7% +$29K 0.05% 142
2023
Q3 		$405K Sell
7,068
-339
-5% -$23.5K 0.06% 144
2023
Q2 		$550K Buy
7,407
+442
+6% +$33.5K 0.08% 105
2023
Q1 		$537K Buy
6,965
+2,373
+52% +$182K 0.09% 97
2022
Q4 		$384K Buy
4,592
+424
+10% +$34.3K 0.09% 88
2022
Q3 		$327K Buy
4,168
+205
+5% +$17.4K 0.09% 103
2022
Q2 		$307K Sell
3,963
-245
-6% -$18.7K 0.05% 334
2022
Q1 		$356K Sell
4,208
-2,379
-36% -$191K 0.06% 344
2021
Q4 		$615K Sell
6,587
-200
-3% -$17.3K 0.07% 262
2021
Q3 		$533K Buy
6,787
+4,059
+149% +$327K 0.08% 244
2021
Q2 		$200K Buy
+2,728
New +$205K 0.03% 390

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

Sage Mountain Advisors's NEE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 22,003 shares — an estimated $1.77M sold.

Sage Mountain Advisors first reported a position in NEE in Q2 2021 and held it in 19 quarters. The position peaked at $1.86M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 22,003 NextEra Energy shares in Q1 2026, an estimated $1.77M.
  • Sage Mountain Advisors first reported a position in NextEra Energy in Q2 2021 and held it in 19 quarters.
  • Sage Mountain Advisors's NextEra Energy position peaked at $1.86M in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.