Sargent Investment Group’s NextEra Energy NEE Stock Holding History

Sargent Investment 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	$668K	Buy	7,195 +3,324	+86%	+$296K	0.09%	137
2025 Q4	$311K	Buy	+3,871	New	+$321K	0.04%	204
2025 Q3	–	Sell	-3,812	Closed	-$269K	–	188
2025 Q2	$269K	Buy	3,812 +240	+7%	+$16.7K	0.04%	208
2025 Q1	$253K	Buy	3,572 +233	+7%	+$16.4K	0.04%	202
2024 Q4	$224K	Sell	3,339 -3	-0.1%	-$233	0.04%	213
2024 Q3	$282K	Buy	3,342 +195	+6%	+$15.2K	0.05%	174
2024 Q2	$223K	Buy	+3,147	New	+$223K	0.05%	196

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

Sargent Investment Group's NEE Position: Q1 2026 in Review

Sargent Investment Group increased its NextEra Energy (NEE) stake by 86% in Q1 2026, buying an estimated $296K and bringing the position to 7,195 shares worth $668K. The position accounts for 0.09% of the portfolio, ranked #137.

Sargent Investment Group first reported a position in NEE in Q2 2024 and has held it in 7 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sargent Investment Group held 7,195 shares of NextEra Energy worth $668K as of Q1 2026.
Sargent Investment Group bought 3,324 NextEra Energy shares in Q1 2026, an estimated $296K.
NextEra Energy made up 0.09% of Sargent Investment Group's portfolio in Q1 2026, its #137 holding.
Sargent Investment Group first reported a position in NextEra Energy in Q2 2024 and has held it in 7 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.