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SGL Investment Advisors’s NextEra Energy NEE Stock Holding History

SGL Investment 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 		$421K Sell
4,443
-55
-1% -$4.89K 0.16% 101
2025
Q4 		$401K Sell
4,498
-116
-3% -$9.61K 0.16% 101
2025
Q3 		$377K Sell
4,614
-37
-0.8% -$2.7K 0.16% 102
2025
Q2 		$337K Buy
+4,651
New +$323K 0.16% 101

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

SGL Investment Advisors's NEE Position: Q1 2026 in Review

SGL Investment Advisors reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2026, selling an estimated $4.89K and leaving 4,443 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #101.

SGL Investment Advisors first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • SGL Investment Advisors held 4,443 shares of NextEra Energy worth $421K as of Q1 2026.
  • SGL Investment Advisors sold 55 NextEra Energy shares in Q1 2026, an estimated $4.89K.
  • NextEra Energy made up 0.16% of SGL Investment Advisors's portfolio in Q1 2026, its #101 holding.
  • SGL Investment Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.