Sand Hill Global Advisors’s NextEra Energy NEE Stock Holding History

Sand Hill Global 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	$297K	Buy	3,193 +68	+2%	+$6.04K	0.01%	169
2025 Q4	$251K	Hold	3,125	–	–	0.01%	181
2025 Q3	$236K	Sell	3,125 -2	-0.1%	-$146	0.01%	182
2025 Q2	$217K	Buy	3,127 +168	+6%	+$11.7K	0.01%	191
2025 Q1	$210K	Buy	+2,959	New	+$209K	0.01%	187
2021 Q3	–	Sell	-3,643	Closed	-$267K	–	165
2021 Q2	$267K	Buy	+3,643	New	+$273K	0.02%	133

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

Sand Hill Global Advisors's NEE Position: Q1 2026 in Review

Sand Hill Global Advisors increased its NextEra Energy (NEE) stake by 2.2% in Q1 2026, buying an estimated $6.04K and bringing the position to 3,193 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #169.

Sand Hill Global Advisors first reported a position in NEE in Q2 2021 and has held it in 6 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sand Hill Global Advisors held 3,193 shares of NextEra Energy worth $297K as of Q1 2026.
Sand Hill Global Advisors bought 68 NextEra Energy shares in Q1 2026, an estimated $6.04K.
NextEra Energy made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #169 holding.
Sand Hill Global Advisors first reported a position in NextEra Energy in Q2 2021 and has held it in 6 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.