Seven Mile Advisory’s NextEra Energy NEE Stock Holding History

Seven Mile Advisory’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	$414K	Sell	4,452 -671	-13%	-$59.7K	0.3%	71
2025 Q4	$411K	Sell	5,123 -2,171	-30%	-$180K	0.07%	133
2025 Q3	$551K	Buy	7,294 +944	+15%	+$69K	0.09%	124
2025 Q2	$441K	Buy	6,350 +23	+0.4%	+$1.6K	0.27%	72
2025 Q1	$449K	Sell	6,327 -66	-1%	-$4.66K	0.3%	64
2024 Q4	$458K	Buy	6,393 +250	+4%	+$19.4K	0.29%	64
2024 Q3	$519K	Buy	6,143 +647	+12%	+$50.5K	0.34%	57
2024 Q2	$389K	Buy	5,496 +447	+9%	+$31.7K	0.29%	70
2024 Q1	$323K	Buy	5,049 +511	+11%	+$29.9K	0.24%	90
2023 Q4	$276K	Buy	+4,538	New	+$259K	0.24%	98

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

Seven Mile Advisory's NEE Position: Q1 2026 in Review

Seven Mile Advisory reduced its NextEra Energy (NEE) stake by 13% in Q1 2026, selling an estimated $59.7K and leaving 4,452 shares worth $414K. The position accounts for 0.3% of the portfolio, ranked #71.

Seven Mile Advisory first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $551K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Seven Mile Advisory held 4,452 shares of NextEra Energy worth $414K as of Q1 2026.
Seven Mile Advisory sold 671 NextEra Energy shares in Q1 2026, an estimated $59.7K.
NextEra Energy made up 0.3% of Seven Mile Advisory's portfolio in Q1 2026, its #71 holding.
Seven Mile Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Seven Mile Advisory's NextEra Energy position peaked at $551K in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.