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Skyline Advisors’s NextEra Energy NEE Stock Holding History

Skyline 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 		$397K Sell
4,270
-10
-0.2% -$889 0.14% 83
2025
Q4 		$344K Buy
4,280
+11
+0.3% +$911 0.11% 74
2025
Q3 		$322K Sell
4,269
-222
-5% -$16.2K 0.11% 74
2025
Q2 		$312K Buy
4,491
+183
+4% +$12.7K 0.12% 75
2025
Q1 		$305K Buy
4,308
+15
+0.3% +$1.06K 0.12% 68
2024
Q4 		$308K Sell
4,293
-125
-3% -$9.71K 0.12% 69
2024
Q3 		$373K Sell
4,418
-53
-1% -$4.14K 0.15% 61
2024
Q2 		$317K Sell
4,471
-1
-0% -$71 0.14% 64
2024
Q1 		$286K Hold
4,472
– – 0.13% 67
2023
Q4 		$272K Buy
+4,472
New +$255K 0.13% 65

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

Skyline Advisors's NEE Position: Q1 2026 in Review

Skyline Advisors reduced its NextEra Energy (NEE) stake by 0.23% in Q1 2026, selling an estimated $889 and leaving 4,270 shares worth $397K. The position accounts for 0.14% of the portfolio, ranked #83.

Skyline Advisors first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Skyline Advisors held 4,270 shares of NextEra Energy worth $397K as of Q1 2026.
  • Skyline Advisors sold 10 NextEra Energy shares in Q1 2026, an estimated $889.
  • NextEra Energy made up 0.14% of Skyline Advisors's portfolio in Q1 2026, its #83 holding.
  • Skyline Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.