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Sanctuary Advisors’s NextEra Energy NEE Stock Holding History

Sanctuary 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 		$54.6M Buy
587,643
+8,127
+1% +$723K 0.3% 67
2025
Q4 		$46.5M Buy
579,516
+21,600
+4% +$1.79M 0.25% 73
2025
Q3 		$42.1M Buy
557,916
+29,446
+6% +$2.15M 0.24% 75
2025
Q2 		$36.7M Buy
528,470
+69,391
+15% +$4.82M 0.23% 88
2025
Q1 		$32.5M Sell
459,079
-1,742
-0.4% -$123K 0.23% 90
2024
Q4 		$32.9M Sell
460,821
-49,559
-10% -$3.85M 0.21% 101
2024
Q3 		$38.8M Buy
510,380
+59,175
+13% +$4.62M 0.25% 79
2024
Q2 		$29.8M Buy
+451,205
New +$32M 0.22% 93

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

Sanctuary Advisors's NEE Position: Q1 2026 in Review

Sanctuary Advisors increased its NextEra Energy (NEE) stake by 1.4% in Q1 2026, buying an estimated $723K and bringing the position to 587,643 shares worth $54.6M. The position accounts for 0.3% of the portfolio, ranked #67.

Sanctuary Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Sanctuary Advisors held 587,643 shares of NextEra Energy worth $54.6M as of Q1 2026.
  • Sanctuary Advisors bought 8,127 NextEra Energy shares in Q1 2026, an estimated $723K.
  • NextEra Energy made up 0.3% of Sanctuary Advisors's portfolio in Q1 2026, its #67 holding.
  • Sanctuary Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.