SIA
NEE icon

Spectrum Investment Advisors’s NextEra Energy NEE Stock Holding History

Spectrum 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 		$233K Hold
2,509
– – 0.12% 41
2025
Q4 		$201K Buy
+2,509
New +$208K 0.1% 50
2024
Q4 		– Sell
-2,461
Closed -$208K – 30
2024
Q3 		$208K Buy
+2,461
New +$192K 0.14% 26

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

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

Spectrum Investment Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 2,509 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #41.

Spectrum Investment Advisors first reported a position in NEE in Q3 2024 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Spectrum Investment Advisors held 2,509 shares of NextEra Energy worth $233K as of Q1 2026.
  • Spectrum Investment Advisors left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.12% of Spectrum Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Spectrum Investment Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.