South Shore Capital Advisors’s NextEra Energy NEE Stock Holding History

South Shore Capital 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	$803K	Buy	8,647 +138	+2%	+$12.3K	0.59%	38
2025 Q4	$683K	Buy	+8,509	New	+$705K	0.5%	39
2022 Q3	$433K	Hold	5,522	–	–	1.01%	34
2022 Q2	$428K	Buy	5,522 +28	+0.5%	+$2.13K	0.89%	34
2022 Q1	$465K	Sell	5,494 -107	-2%	-$8.57K	0.76%	41
2021 Q4	$523K	Buy	5,601 +734	+15%	+$63.4K	0.85%	39
2021 Q3	$382K	Sell	4,867 -39	-0.8%	-$3.15K	0.69%	55
2021 Q2	$360K	Hold	4,906	–	–	0.64%	59
2021 Q1	$371K	Buy	4,906 +218	+5%	+$17K	0.37%	77
2020 Q4	$362K	Buy	+4,688	New	+$351K	0.36%	74

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

South Shore Capital Advisors's NEE Position: Q1 2026 in Review

South Shore Capital Advisors increased its NextEra Energy (NEE) stake by 1.6% in Q1 2026, buying an estimated $12.3K and bringing the position to 8,647 shares worth $803K. The position accounts for 0.59% of the portfolio, ranked #38.

South Shore Capital Advisors first reported a position in NEE in Q4 2020 and has held it in 10 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

South Shore Capital Advisors held 8,647 shares of NextEra Energy worth $803K as of Q1 2026.
South Shore Capital Advisors bought 138 NextEra Energy shares in Q1 2026, an estimated $12.3K.
NextEra Energy made up 0.59% of South Shore Capital Advisors's portfolio in Q1 2026, its #38 holding.
South Shore Capital Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 10 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.