Satovsky Asset Management’s NextEra Energy NEE Stock Holding History

Satovsky Asset Management’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	$283K	Buy	3,048 +247	+9%	+$22K	0.05%	56
2025 Q4	$225K	Buy	2,801 +19	+0.7%	+$1.57K	0.04%	68
2025 Q3	$210K	Buy	+2,782	New	+$203K	0.04%	63
2024 Q4	–	Sell	-2,876	Closed	-$243K	–	56
2024 Q3	$243K	Buy	+2,876	New	+$224K	0.05%	47
2021 Q1	–	Sell	-2,900	Closed	-$224K	–	28
2020 Q4	$224K	Buy	+2,900	New	+$217K	0.21%	23

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

Satovsky Asset Management's NEE Position: Q1 2026 in Review

Satovsky Asset Management increased its NextEra Energy (NEE) stake by 8.8% in Q1 2026, buying an estimated $22K and bringing the position to 3,048 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #56.

Satovsky Asset Management first reported a position in NEE in Q4 2020 and has held it in 5 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Satovsky Asset Management held 3,048 shares of NextEra Energy worth $283K as of Q1 2026.
Satovsky Asset Management bought 247 NextEra Energy shares in Q1 2026, an estimated $22K.
NextEra Energy made up 0.05% of Satovsky Asset Management's portfolio in Q1 2026, its #56 holding.
Satovsky Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 5 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.