SAI
NEE icon

Savvy Advisors Inc’s NextEra Energy NEE Stock Holding History

Savvy Advisors Inc’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 		$4.37M Buy
47,036
+9,674
+26% +$860K 0.12% 146
2025
Q4 		$3M Buy
37,362
+21,600
+137% +$1.79M 0.1% 153
2025
Q3 		$1.19M Buy
15,762
+356
+2% +$26K 0.05% 236
2025
Q2 		$1.07M Buy
15,406
+1,487
+11% +$103K 0.07% 207
2025
Q1 		$987K Buy
13,919
+1,909
+16% +$135K 0.1% 167
2024
Q4 		$861K Buy
12,010
+2,302
+24% +$179K 0.1% 165
2024
Q3 		$821K Sell
9,708
-222
-2% -$17.3K 0.17% 126
2024
Q2 		$703K Buy
9,930
+3,936
+66% +$279K 0.23% 100
2024
Q1 		$383K Buy
+5,994
New +$351K 0.22% 124

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

Savvy Advisors Inc's NEE Position: Q1 2026 in Review

Savvy Advisors Inc increased its NextEra Energy (NEE) stake by 26% in Q1 2026, buying an estimated $860K and bringing the position to 47,036 shares worth $4.37M. The position accounts for 0.12% of the portfolio, ranked #146.

Savvy Advisors Inc first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Savvy Advisors Inc held 47,036 shares of NextEra Energy worth $4.37M as of Q1 2026.
  • Savvy Advisors Inc bought 9,674 NextEra Energy shares in Q1 2026, an estimated $860K.
  • NextEra Energy made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #146 holding.
  • Savvy Advisors Inc first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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