SAW
NEE icon

Signal Advisors Wealth’s NextEra Energy NEE Stock Holding History

Signal Advisors Wealth’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 		$3.26M Buy
35,066
+2,467
+8% +$219K 0.22% 94
2025
Q4 		$2.62M Buy
32,599
+4,306
+15% +$357K 0.21% 98
2025
Q3 		$2.14M Buy
28,293
+10,931
+63% +$799K 0.19% 108
2025
Q2 		$1.21M Buy
17,362
+8,949
+106% +$622K 0.09% 193
2025
Q1 		$596K Buy
8,413
+130
+2% +$9.18K 0.06% 251
2024
Q4 		$594K Buy
8,283
+727
+10% +$56.5K 0.07% 241
2024
Q3 		$639K Buy
+7,556
New +$590K 0.09% 220
2024
Q2 		– Sell
-5,167
Closed -$330K – 218
2024
Q1 		$330K Buy
5,167
+1,270
+33% +$74.4K 0.08% 220
2023
Q4 		$237K Buy
+3,897
New +$222K 0.08% 199

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

Signal Advisors Wealth's NEE Position: Q1 2026 in Review

Signal Advisors Wealth increased its NextEra Energy (NEE) stake by 7.6% in Q1 2026, buying an estimated $219K and bringing the position to 35,066 shares worth $3.26M. The position accounts for 0.22% of the portfolio, ranked #94.

Signal Advisors Wealth first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Signal Advisors Wealth held 35,066 shares of NextEra Energy worth $3.26M as of Q1 2026.
  • Signal Advisors Wealth bought 2,467 NextEra Energy shares in Q1 2026, an estimated $219K.
  • NextEra Energy made up 0.22% of Signal Advisors Wealth's portfolio in Q1 2026, its #94 holding.
  • Signal Advisors Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.