Soltis Investment Advisors’s NextEra Energy NEE Stock Holding History

Soltis 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	$1.18M	Buy	12,733 +739	+6%	+$65.7K	0.07%	196
2025 Q4	$963K	Buy	11,994 +542	+5%	+$44.9K	0.06%	219
2025 Q3	$865K	Sell	11,452 -662	-5%	-$48.4K	0.06%	218
2025 Q2	$841K	Buy	12,114 +7,645	+171%	+$531K	0.07%	193
2025 Q1	$317K	Sell	4,469 -368	-8%	-$26K	0.03%	293
2024 Q4	$347K	Buy	4,837 +288	+6%	+$22.4K	0.03%	271
2024 Q3	$385K	Buy	+4,549	New	+$355K	0.04%	252
2023 Q4	–	Sell	-12,731	Closed	-$729K	–	295
2023 Q3	$729K	Buy	+12,731	New	+$881K	0.09%	146

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

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

Soltis Investment Advisors increased its NextEra Energy (NEE) stake by 6.2% in Q1 2026, buying an estimated $65.7K and bringing the position to 12,733 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #196.

Soltis Investment Advisors first reported a position in NEE in Q3 2023 and has held it in 8 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Soltis Investment Advisors held 12,733 shares of NextEra Energy worth $1.18M as of Q1 2026.
Soltis Investment Advisors bought 739 NextEra Energy shares in Q1 2026, an estimated $65.7K.
NextEra Energy made up 0.07% of Soltis Investment Advisors's portfolio in Q1 2026, its #196 holding.
Soltis Investment Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 8 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.